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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 %
LA
151
LexAurum Advisors
Kansas
$1M +$212K +4,012 +27%
Mariner
152
Mariner
Kansas
$988K +$988K +18,686 New
BWS
153
BCR Wealth Strategies
Alabama
$981K -$42.2K -798 -4%
FFM
154
Forum Financial Management
Illinois
$976K +$34.2K +646 +4%
GLA
155
Good Life Advisors
Pennsylvania
$975K +$975K +18,436 New
Baird Financial Group
156
Baird Financial Group
Wisconsin
$973K +$973K +18,405 New
GWM
157
Geneos Wealth Management
Colorado
$930K +$930K +17,588 New
SSW
158
Stone Summit Wealth
Florida
$886K +$173K +3,269 +24%
BAM
159
Bayshore Asset Management
Florida
$882K +$48.4K +916 +6%
GBT
160
Grove Bank & Trust
Florida
$857K +$39.4K +744 +5%
HPM
161
Hoxton Planning & Management
West Virginia
$824K +$19.8K +374 +2%
EWA
162
EverSource Wealth Advisors
Alabama
$819K +$38.6K +730 +5%
CPWMP
163
Cardinal Point Wealth Management Partners
California
$819K +$285K +5,382 +53%
CPCM
164
Cardinal Point Capital Management
Ontario, Canada
$819K +$285K +5,382 +53%
AW
165
Atlas Wealth
Ohio
$814K -$19.3K -365 -2%
GWP
166
Gateway Wealth Partners
Wisconsin
$801K +$801K +15,145 New
FWM
167
FMB Wealth Management
California
$775K – – –
BFA
168
Brown Financial Advisory
Alabama
$770K – – –
FNBSF
169
First National Bank Sioux Falls
South Dakota
$747K -$79.7K -1,507 -10%
JCM
170
Jacobi Capital Management
Pennsylvania
$733K +$733K +13,854 New
THL
171
Tillman Hartley LLC
Colorado
$678K +$1.11K +21 +0.2%
GVAG
172
Great Valley Advisor Group
Delaware
$674K +$674K +12,737 New
CWA
173
Canvas Wealth Advisors
Kansas
$672K +$460K +8,785 +218%
ASFA
174
All Season Financial Advisors
Colorado
$662K +$47.1K +890 +8%
PWM
175
Perigon Wealth Management
California
$650K +$46.5K +879 +8%
5 6
7
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