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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

221 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+38
Holders Change %
+20.77%
% of All Funds
3.57%
Holding in Top 10
34
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+88.89%
% of All Funds
0.55%
New
58
Increased
107
Reduced
43
Closed
13
Calls
$30K
Puts
$76K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
SC
1
Savant Capital
Illinois
$446M
2
Creative Planning
2
Creative Planning
Kansas
$181M
3
Morgan Stanley
3
Morgan Stanley
New York
$65.9M
4
HTC
4
Haverford Trust Company
Pennsylvania
$53.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$72.4M

Top Sellers

1
LFG
1
Larson Financial Group
Missouri
$23.7M
2
FM
2
Foster & Motley
Ohio
$27.4M
3
TI
3
Truepoint Inc
Ohio
$24.1M
4
American Century Companies
4
American Century Companies
Missouri
$67M
5
OMC
5
Old Mission Capital
Illinois
$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
201
Canvas Wealth Advisors
Kansas
$218K +$218K +4,035 New
MFT
202
Moisand Fitzgerald Tamayo
Florida
$212K – – –
WCWM
203
Willow Creek Wealth Management
California
$208K +$208K +4,118 New
PTC
204
Private Trust Company
Ohio
$203K +$135K +2,673 +199%
AW
205
Avion Wealth
Texas
$165K – – –
US Bancorp
206
US Bancorp
Minnesota
$143K +$143K +2,838 New
WWP
207
WR Wealth Planners
Missouri
$118K +$14.2K +282 +14%
GTAM
208
Global Trust Asset Management
Florida
$117K – – –
BAM
209
Baldrige Asset Management
Pennsylvania
$100K – – –
MAM
210
Marquette Asset Management
Minnesota
$78.8K +$10.5K +209 +15%
IA
211
IFP Advisors
Florida
$36K +$442 +9 +1%
HI
212
Harbour Investments
Wisconsin
$29.1K +$27.9K +553 +2,404%
FWP
213
FAS Wealth Partners
Kansas
$14.8K +$14.8K +294 New
PP
214
Pacifica Partners
Canada
$4.09K – – –
IGWM
215
ICA Group Wealth Management
Colorado
$959 +$959 +19 New
BCMIO
216
Beacon Capital Management Inc (Ohio)
Ohio
$656 +$656 +13 New
CFO
217
CVA Family Office
Colorado
$505 – – –
AA
218
Addison Advisors
Vermont
$462 +$462 +9 New
KFI
219
Key Financial Inc
Pennsylvania
$276 – – –
Fidelity Investments
220
Fidelity Investments
Massachusetts
$50 – – –
MCC
221
Money Concepts Capital
Florida
$50 +$50 +1 New
CA
222
Cetera Advisors
Colorado
– -$1.01M -22,050 Closed
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
– -$707K -15,395 Closed
AC
224
Avestar Capital
New York
– -$640K -13,935 Closed
API
225
Advisor Partners II
California
– -$384K -8,364 Closed
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9
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