AVEM icon

Avantis Emerging Markets Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WP
201
WealthSource Partners
California
$351K -$413K -7,804 -54%
SFC
202
Strategic Financial Concepts
Texas
$344K +$344K +6,496 New
MA
203
Mutual Advisors
Nebraska
$335K -$8.2K -155 -2%
EAM
204
Evanson Asset Management
California
$335K
KWA
205
KCS Wealth Advisory
California
$333K +$15.4K +292 +5%
C
206
Certuity
Florida
$322K
BCM
207
Brainard Capital Management
Texas
$307K
IA
208
IFP Advisors
Florida
$305K +$269K +5,411 +738%
RWM
209
Ruedi Wealth Management
Illinois
$297K -$13.9K -263 -4%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$293K +$293K +5,548 New
ASN
211
Advisory Services Network
Georgia
$290K
EW
212
Evoke Wealth
California
$278K +$278K +5,256 New
Wealthfront Advisers
213
Wealthfront Advisers
California
$278K +$278K +5,250 New
HFS
214
Haverford Financial Services
Pennsylvania
$264K +$264K +5,000 New
CM
215
Cornerstone Management
Georgia
$262K
UB
216
UMB Bank
Missouri
$254K
IFA
217
Index Fund Advisors
California
$251K +$251K +4,753 New
MGIA
218
Moneta Group Investment Advisors
Missouri
$243K +$243K +4,585 New
VCA
219
Verdence Capital Advisors
Maryland
$232K
MFT
220
Moisand Fitzgerald Tamayo
Florida
$222K
WCWM
221
Willow Creek Wealth Management
California
$218K
LFA
222
Lauterbach Financial Advisors
Texas
$217K +$217K +4,108 New
AWM
223
Axxcess Wealth Management
California
$213K +$213K +4,027 New
AW
224
Avion Wealth
Texas
$182K
US Bancorp
225
US Bancorp
Minnesota
$150K