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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

221 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+38
Holders Change %
+20.77%
% of All Funds
3.57%
Holding in Top 10
34
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+88.89%
% of All Funds
0.55%
New
58
Increased
107
Reduced
43
Closed
13
Calls
$30K
Puts
$76K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
SC
1
Savant Capital
Illinois
$446M
2
Creative Planning
2
Creative Planning
Kansas
$181M
3
Morgan Stanley
3
Morgan Stanley
New York
$65.9M
4
HTC
4
Haverford Trust Company
Pennsylvania
$53.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$72.4M

Top Sellers

1
LFG
1
Larson Financial Group
Missouri
$23.7M
2
FM
2
Foster & Motley
Ohio
$27.4M
3
TI
3
Truepoint Inc
Ohio
$24.1M
4
American Century Companies
4
American Century Companies
Missouri
$67M
5
OMC
5
Old Mission Capital
Illinois
$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
QHA
126
Quarry Hill Advisors
Minnesota
$1.3M +$1.3M +25,692 New
Wells Fargo
127
Wells Fargo
California
$1.28M -$25.5K -505 -2%
IC
128
IEQ Capital
California
$1.25M +$1.25M +24,850 New
IAS
129
IMA Advisory Services
Colorado
$1.24M -$3.63K -72 -0.3%
SPA
130
Shore Point Advisors
New Jersey
$1.23M +$1.23M +24,385 New
SFM
131
Signet Financial Management
New Jersey
$1.21M +$1.21M +24,064 New
EK
132
Evensky & Katz
Florida
$1.19M +$206K +4,076 +21%
AI
133
Atria Investments
North Carolina
$1.18M +$82.1K +1,628 +7%
Renaissance Technologies
134
Renaissance Technologies
New York
$1.18M -$217K -4,292 -16%
DPI
135
Diversified Portfolios Inc
Michigan
$1.16M -$41.2K -816 -3%
SWA
136
Sax Wealth Advisors
New Jersey
$1.15M +$80.9K +1,603 +8%
MAA
137
Mraz Amerine & Associates
California
$1.13M -$83.6K -1,658 -7%
CBT
138
CoreFirst Bank & Trust
Kansas
$1.04M +$969K +19,210 +1,281%
FFA
139
Farther Finance Advisors
California
$1.02M +$1.02M +20,207 New
HWM
140
HB Wealth Management
Georgia
$1.01M -$459K -9,091 -31%
SWM
141
Seaside Wealth Management
California
$978K -$102K -2,030 -9%
BWS
142
BCR Wealth Strategies
Alabama
$976K -$1.31K -26 -0.1%
PWA
143
PCG Wealth Advisors
Kansas
$899K -$928K -18,401 -51%
FFM
144
Forum Financial Management
Illinois
$898K +$167K +3,310 +23%
NL
145
NWAM LLC
Washington
$811K +$260K +5,158 +47%
BAM
146
Bayshore Asset Management
Florida
$795K +$107K +2,127 +16%
AW
147
Atlas Wealth
Ohio
$794K +$794K +15,746 New
FNBSF
148
First National Bank Sioux Falls
South Dakota
$789K -$22K -437 -3%
GBT
149
Grove Bank & Trust
Florida
$779K +$539K +10,700 +225%
HPM
150
Hoxton Planning & Management
West Virginia
$767K +$767K +15,198 New
4 5
6
7 8