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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 %
FS
151
Financial Symmetry
North Carolina
$3.04M +$3.04M +53,887 New
AR
152
Apeiron RIA
Texas
$3.03M +$89.7K +1,591 +3%
IWP
153
IAG Wealth Partners
Wisconsin
$3M +$316K +5,595 +12%
OS
154
Objectivity Squared
South Carolina
$2.99M +$2.99M +53,102 New
BFA
155
Brown Financial Advisory
Alabama
$2.88M +$2.08M +36,826 +257%
LFA
156
Level Financial Advisors
New York
$2.88M +$344K +6,108 +14%
CPWM
157
Cypress Point Wealth Management
Texas
$2.88M +$2.19M +38,777 +317%
SRCM
158
Signature Resources Capital Management
California
$2.87M +$2.87M +50,946 New
PCG
159
Prosperity Consulting Group
Maryland
$2.77M -$850K -15,070 -23%
SWP
160
ShoreHaven Wealth Partners
New Jersey
$2.76M -$233K -4,138 -8%
W
161
WorthPointe
California
$2.73M +$580K +10,292 +27%
AFP
162
Ausdal Financial Partners
Iowa
$2.68M +$129K +2,292 +5%
PWM
163
Perigon Wealth Management
California
$2.67M +$1.54M +27,269 +136%
SB
164
Strategic Blueprint
Georgia
$2.62M +$81.7K +1,448 +3%
WPC
165
Wedmont Private Capital
Pennsylvania
$2.54M +$8.2K +148 +0.3%
WW
166
Waterfront Wealth
Kansas
$2.51M -$144K -2,560 -5%
IC
167
IEQ Capital
California
$2.47M +$3.44K +61 +0.1%
FFA
168
Farther Finance Advisors
California
$2.44M +$31.6K +561 +1%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$2.41M +$2.41M +42,808 New
HIA
170
HTG Investment Advisors
Connecticut
$2.4M +$107K +1,903 +5%
SPA
171
Sentinel Pension Advisors
Massachusetts
$2.36M +$130K +2,304 +6%
TCG
172
Transcendent Capital Group
Oklahoma
$2.3M +$2.3M +40,803 New
PWS
173
Physician Wealth Solutions
Nevada
$2.27M +$2.27M +40,229 New
RJA
174
Raymond James & Associates
Florida
$2.25M +$122K +2,156 +6%
Stifel Financial
175
Stifel Financial
Missouri
$2.22M +$2.22M +39,391 New
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