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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

261 hedge funds and large institutions have $2.3B invested in Avantis Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+40
Holders Change %
+18.1%
% of All Funds
4.18%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
51
Increased
125
Reduced
56
Closed
9
Calls
$21K
Puts
$439K
Net Calls
-$418K
Net Calls Change
-$372K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
SC
2
Savant Capital
Illinois
$502M
3
AWM
3
Aprio Wealth Management
Georgia
$27.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$59M
5
AAS
5
Annex Advisory Services
Wisconsin
$69.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$113M
2
Jane Street
2
Jane Street
New York
$17.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.24M
4
WIM
4
WealthPlan Investment Management
Nebraska
$5.59M
5
WP
5
WealthPLAN Partners
Nebraska
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
126
WESPAC Advisors SoCal
California
$1.93M +$1.93M +36,498 New
GA
127
Greenspring Advisors
Maryland
$1.9M – – –
LFA
128
Level Financial Advisors
New York
$1.82M +$52.1K +985 +3%
SWM
129
Soundmark Wealth Management
Washington
$1.78M -$60.9K -1,151 -3%
ACM
130
Armbruster Capital Management
New York
$1.78M +$1.78M +33,675 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$1.77M +33,364 New
PAG
132
Private Advisor Group
New Jersey
$1.69M -$1.62M -30,711 -49%
ADL
133
Asset Dedication LLC
California
$1.68M +$1.9K +36 +0.1%
MBFW
134
Morton Brown Family Wealth
Pennsylvania
$1.65M +$1.65M +31,180 New
AI
135
Atria Investments
North Carolina
$1.59M +$348K +6,572 +28%
RW
136
RVW Wealth
California
$1.59M -$5.34K -101 -0.3%
FFA
137
Farther Finance Advisors
California
$1.42M +$349K +6,596 +33%
TWD
138
True Wealth Design
Ohio
$1.39M -$58.7K -1,110 -4%
IAS
139
IMA Advisory Services
Colorado
$1.35M +$44K +831 +3%
IC
140
IEQ Capital
California
$1.31M – – –
RW
141
REDW Wealth
New Mexico
$1.31M +$659K +12,452 +101%
QHA
142
Quarry Hill Advisors
Minnesota
$1.31M -$48.9K -924 -4%
MAA
143
Mraz Amerine & Associates
California
$1.29M +$103K +1,945 +9%
SWA
144
Sax Wealth Advisors
New Jersey
$1.28M +$66.4K +1,256 +5%
SPA
145
Shore Point Advisors
New Jersey
$1.26M -$31K -587 -2%
EK
146
Evensky & Katz
Florida
$1.25M – – –
AAS
147
Ameritas Advisory Services
Nebraska
$1.25M -$308K -5,828 -20%
PWA
148
PCG Wealth Advisors
Kansas
$1.12M +$175K +3,304 +19%
HWM
149
HB Wealth Management
Georgia
$1.05M – – –
SWM
150
Seaside Wealth Management
California
$1.05M +$22.1K +418 +2%
4 5
6
7 8