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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 %
IDA
176
Intelligence Driven Advisers
California
$2.07M +$2.07M +38,003 New
Bank of New York Mellon
177
Bank of New York Mellon
New York
$1.98M +$546K +9,677 +38%
FPAS
178
Focus Partners Advisor Solutions
Missouri
$1.96M +$927K +16,433 +89%
SPA
179
Shore Point Advisors
New Jersey
$1.96M +$479K +8,499 +32%
SCM
180
Sterneck Capital Management
Missouri
$1.95M +$1.5M +26,648 +333%
FTUS
181
Flow Traders U.S.
New York
$1.94M -$9.89M -175,410 -84%
ACM
182
Armbruster Capital Management
New York
$1.92M -$43.7K -775 -2%
B
183
Bridgeworth
Alabama
$1.91M +$1.91M +33,959 New
W
184
WealthCollab
Washington
$1.91M +$1.91M +33,842 New
PWMG
185
Private Wealth Management Group
New Jersey
$1.9M +$1.9M +33,704 New
CAN
186
Cetera Advisor Networks
California
$1.9M -$71.1K -1,260 -4%
TC
187
Trilogy Capital
California
$1.89M +$625K +11,078 +50%
PAG
188
Private Advisor Group
New Jersey
$1.88M -$548K -9,725 -23%
MRWM
189
ML&R Wealth Management
Texas
$1.88M +$206K +3,646 +12%
AF
190
Allworth Financial
California
$1.84M -$90.3K -1,602 -5%
WAS
191
WESPAC Advisors SoCal
California
$1.83M -$34.8K -618 -2%
CAM
192
Cresset Asset Management
Illinois
$1.79M – – –
SWM
193
Soundmark Wealth Management
Washington
$1.76M +$54.2K +962 +3%
DCM
194
Disciplina Capital Management
Tennessee
$1.72M +$1.02K +18 +0.1%
AI
195
Atria Investments
North Carolina
$1.71M +$166K +2,940 +11%
CPL
196
CAP Partners LLC
Tennessee
$1.64M +$1.64M +29,028 New
MAA
197
Mraz Amerine & Associates
California
$1.58M +$6.49K +115 +0.4%
PSA
198
Plum Street Advisors
Louisiana
$1.56M +$1.56M +27,749 New
GWP
199
Gateway Wealth Partners
Wisconsin
$1.55M +$219K +3,889 +17%
AC
200
Annandale Capital
Texas
$1.54M +$1.54M +27,360 New
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