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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 %
SFC
201
Sprinkle Financial Consultants
Colorado
$1.51M +$1.51M +26,699 New
ADL
202
Asset Dedication LLC
California
$1.5M -$288K -5,119 -16%
GBT
203
Grove Bank & Trust
Florida
$1.48M +$375K +6,645 +34%
IAS
204
IMA Advisory Services
Colorado
$1.46M -$43.1K -765 -3%
GLA
205
Good Life Advisors
Pennsylvania
$1.44M +$15.6K +277 +1%
TWD
206
True Wealth Design
Ohio
$1.43M +$36.4K +646 +3%
SSW
207
Stone Summit Wealth
Florida
$1.43M +$116K +2,055 +9%
CWA
208
Canvas Wealth Advisors
Kansas
$1.42M +$261K +4,730 +22%
TA
209
TFB Advisors
Kansas
$1.41M +$1.41M +24,977 New
EK
210
Evensky & Katz
Florida
$1.34M +$4.79K +85 +0.4%
DWM
211
Dogwood Wealth Management
Kansas
$1.33M +$1.33M +23,626 New
RW
212
RVW Wealth
California
$1.31M -$266K -4,722 -17%
SWA
213
Sax Wealth Advisors
New Jersey
$1.26M -$96.3K -1,707 -7%
CCA
214
Clarity Capital Advisors
Florida
$1.25M +$1.25M +22,250 New
GWM
215
Geneos Wealth Management
Colorado
$1.22M -$144K -2,547 -11%
DOA
216
D'Orazio & Associates
Virginia
$1.21M +$1.21M +21,529 New
QHA
217
Quarry Hill Advisors
Minnesota
$1.17M -$142K -2,526 -11%
HWM
218
HB Wealth Management
Georgia
$1.15M -$30.5K -541 -3%
LA
219
LexAurum Advisors
Kansas
$1.15M +$24.1K +427 +2%
VA
220
Valmark Advisers
Ohio
$1.14M +$4.29K +76 +0.4%
SWM
221
Seaside Wealth Management
California
$1.11M +$161K +2,847 +17%
SRC
222
Sage Rhino Capital
California
$1.03M -$493K -8,750 -32%
FFM
223
Forum Financial Management
Illinois
$1.01M -$86.8K -1,540 -8%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$973K -$70.1K -1,244 -7%
TFM
225
Trademark Financial Management
Minnesota
$968K +$968K +17,170 New
7 8
9
10 11