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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

357 hedge funds and large institutions have $4.59B invested in Avantis Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+67
Holders Change %
+23.1%
% of All Funds
5.23%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
85
Increased
174
Reduced
75
Closed
13
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$287M
2
SC
Savant Capital
Illinois
$692M
3
HTC
Haverford Trust Company
Pennsylvania
$124M
4
SFS
Summit Financial Strategies
Ohio
$38.5M
5
Wells Fargo
Wells Fargo
California
$56M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$83.8M
2
FTUS
Flow Traders U.S.
New York
$1.94M
3
Osaic Holdings
Osaic Holdings
Arizona
$9.65M
4
SP
Symmetry Partners
Connecticut
$25.6M
5
HFA
Highland Financial Advisors
New Jersey
$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
126
Starfox Financial Services
Texas
$4.34M +$284K +5,043 +7%
FWM
127
Fortress Wealth Management
California
$4.21M -$1.12M -19,816 -21%
CPIG
128
Chicago Partners Investment Group
Illinois
$4.2M +$278K +5,092 +7%
WFA
129
WMG Financial Advisors
Tennessee
$4.2M +$1.07M +18,915 +34%
MAM
130
McLean Asset Management
Virginia
$4.12M +$693K +12,524 +20%
CFO
131
Collective Family Office
Pennsylvania
$4.07M +$1.12M +19,908 +38%
FAAM
132
First Ascent Asset Management
Colorado
$4.03M +$245K +4,344 +6%
TIM
133
Tortoise Investment Management
New York
$4.01M +$440K +7,804 +12%
SCM
134
SOL Capital Management
Maryland
$3.97M +$390K +6,914 +11%
DWM
135
Dopkins Wealth Management
New York
$3.94M +$132K +2,333 +3%
SFM
136
Signet Financial Management
New Jersey
$3.94M +$69.2K +1,227 +2%
SIC
137
SJS Investment Consulting
Ohio
$3.86M +$394K +6,981 +11%
FF
138
Financial Futures
New Jersey
$3.85M +$2.77M +49,138 +257%
EFP
139
EnRich Financial Partners
Wisconsin
$3.83M +$3.83M +67,895 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$3.61M +$1.9M +33,628 +111%
OWA
141
ORBA Wealth Advisors
Illinois
$3.55M +$3.55M +62,992 New
EWA
142
EP Wealth Advisors
California
$3.53M +$52.7K +935 +2%
CAC
143
Certified Advisory Corp
Florida
$3.37M -$48.7K -863 -1%
CTWM
144
Cherry Tree Wealth Management
Minnesota
$3.35M +$253K +4,484 +8%
AA
145
AlphaQ Advisors
Florida
$3.35M +$2.98M +52,904 +815%
RW
146
REDW Wealth
New Mexico
$3.31M -$348K -6,180 -10%
CBT
147
CoreFirst Bank & Trust
Kansas
$3.19M +$7.9K +140 +0.2%
Mariner
148
Mariner
Kansas
$3.13M +$445K +7,894 +17%
EWP
149
Elevation Wealth Partners
California
$3.11M -$3.7K -70 -0.1%
AWA
150
ARQ Wealth Advisors
Arizona
$3.05M +$238K +4,224 +8%
4 5
6
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