AVEM icon

Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
SC
2
Savant Capital
Illinois
$502M
3
AWM
3
Aprio Wealth Management
Georgia
$27.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$59M
5
AAS
5
Annex Advisory Services
Wisconsin
$69.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$113M
2
Jane Street
2
Jane Street
New York
$17.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.24M
4
WIM
4
WealthPlan Investment Management
Nebraska
$5.59M
5
WP
5
WealthPLAN Partners
Nebraska
$9.03M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$502M 9,487,953 +553,427 +6%
Creative Planning
2
Creative Planning
Kansas
$113M 2,141,071 -1,442,326 -40%
Morgan Stanley
3
Morgan Stanley
New York
$106M 2,011,042 +704,761 +54%
American Century Companies
4
American Century Companies
Missouri
$78.6M 1,485,502 +157,284 +12%
PFA
5
Pure Financial Advisors
California
$77.4M 1,463,210 +26,030 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$74.4M 1,406,673 -27,435 -2%
AAS
7
Annex Advisory Services
Wisconsin
$69.2M 1,308,200 +313,750 +32%
HTC
8
Haverford Trust Company
Pennsylvania
$63.4M 1,199,623 +146,795 +14%
CWM
9
Congress Wealth Management
Massachusetts
$59M 1,115,121 +507,817 +84%
WP
10
WMS Partners
Maryland
$41.5M 783,753 +234,639 +43%
Corient Private Wealth
11
Corient Private Wealth
Florida
$39.6M 748,600 +124,119 +20%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$36.1M 681,992 +183,938 +37%
BHWM
13
Beaird Harris Wealth Management
Texas
$32M 604,524 +12,110 +2%
AP
14
Adero Partners
California
$31.4M 593,353 +59,152 +11%
SP
15
Symmetry Partners
Connecticut
$30.1M 569,258 -7,000 -1%
LPL Financial
16
LPL Financial
California
$29.1M 549,729 +8,156 +2%
FM
17
Foster & Motley
Ohio
$28.6M 539,796 -3,074 -0.6%
AWM
18
Aprio Wealth Management
Georgia
$27.4M 518,648 +518,648 New
LFG
19
Larson Financial Group
Missouri
$27M 510,628 +41,837 +9%
TI
20
Truepoint Inc
Ohio
$24.7M 466,739 -10,453 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$22.9M 433,647 +285,752 +193%
WWP
22
Waypoint Wealth Partners
California
$22.1M 418,701 +3,700 +0.9%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$19.8M 375,294 +17,703 +5%
RWM
24
Rockwood Wealth Management
Pennsylvania
$17.7M 335,203 +80,383 +32%
VCM
25
Versant Capital Management
Arizona
$17.6M 332,554 -758 -0.2%
1
2 3 4 5