We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF

360 hedge funds and large institutions have $4.6B invested in Avantis Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 175 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 14

130% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 76

32% more capital invested

Capital invested by funds: $3.48B → $4.6B (+$1.12B)

23% more funds holding

Funds holding: 293360 (+67)

17% more funds holding in top 10

Funds holding in top 10: 4654 (+8)

6.11% more ownership

Funds ownership: 92.74%98.85% (+6.1%)

92% less call options, than puts

Call options by funds: $6K | Put options by funds: $73K

Holders
360
Holders Change
+67
Holders Change %
+22.87%
% of All Funds
5.25%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
86
Increased
175
Reduced
76
Closed
14
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$692M +$63.8M +1,185,965 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$378M +$35.4M +658,440 +11%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$342M +$30M +558,038 +10%
Morgan Stanley
4
Morgan Stanley
New York
$287M +$140M +2,608,988 +105%
HTC
5
Haverford Trust Company
Pennsylvania
$124M +$45.2M +839,454 +62%
AAS
6
Annex Advisory Services
Wisconsin
$112M +$8.67M +161,191 +9%
Cerity Partners
7
Cerity Partners
New York
$91.2M -$1.25M -23,206 -1%
American Century Companies
8
American Century Companies
Missouri
$85.5M +$12.6M +234,506 +18%
PFA
9
Pure Financial Advisors
California
$85M +$812K +15,085 +1%
Creative Planning
10
Creative Planning
Kansas
$83.8M -$12.5M -233,234 -14%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$81M +$6.33M +117,609 +9%
CWM
12
Congress Wealth Management
Massachusetts
$80.2M -$110K -2,050 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$78M -$931K -17,305 -1%
ORL
14
Oak Root LLC
California
$66.9M +$63.8M +1,185,628 New
Wells Fargo
15
Wells Fargo
California
$56M +$35.6M +660,865 +199%
WP
16
WMS Partners
Maryland
$54.1M +$2.57M +47,707 +5%
LPL Financial
17
LPL Financial
California
$47.3M +$4.98M +92,506 +12%
Corient Private Wealth
18
Corient Private Wealth
Florida
$47.2M +$2.67M +49,595 +6%
AP
19
Adero Partners
California
$42.5M +$2.87M +53,427 +8%
SFS
20
Summit Financial Strategies
Ohio
$38.5M +$36.8M +683,615 New
BHWM
21
Beaird Harris Wealth Management
Texas
$36.8M +$1.56M +29,002 +5%
GI
22
Gradient Investments
Minnesota
$34.9M +$33.3M +619,310 New
LFG
23
Larson Financial Group
Missouri
$33.8M +$176K +3,275 +0.5%
Citadel Advisors
24
Citadel Advisors
Florida
$31.9M +$30.4M +565,780 New
FM
25
Foster & Motley
Ohio
$31.5M -$385K -7,162 -1%