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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.

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
1
Morgan Stanley
New York
$287M
2
SC
2
Savant Capital
Illinois
$692M
3
ORL
3
Oak Root LLC
California
$66.9M
4
HTC
4
Haverford Trust Company
Pennsylvania
$124M
5
SFS
5
Summit Financial Strategies
Ohio
$38.5M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$83.8M
2
FTUS
2
Flow Traders U.S.
New York
$1.94M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.65M
4
SP
4
Symmetry Partners
Connecticut
$25.6M
5
HFA
5
Highland Financial Advisors
New Jersey
$5.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$692M 12,270,330 +1,185,965 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$378M 6,695,200 +658,440 +11%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$342M 6,071,731 +558,038 +10%
Morgan Stanley
4
Morgan Stanley
New York
$287M 5,088,092 +2,608,988 +105%
HTC
5
Haverford Trust Company
Pennsylvania
$124M 2,194,665 +839,454 +62%
AAS
6
Annex Advisory Services
Wisconsin
$112M 1,986,239 +161,191 +9%
Cerity Partners
7
Cerity Partners
New York
$91.2M 1,617,432 -23,206 -1%
American Century Companies
8
American Century Companies
Missouri
$85.5M 1,516,811 +234,506 +18%
PFA
9
Pure Financial Advisors
California
$85M 1,507,454 +15,085 +1%
Creative Planning
10
Creative Planning
Kansas
$83.8M 1,485,825 -233,234 -14%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$81M 1,436,987 +117,609 +9%
CWM
12
Congress Wealth Management
Massachusetts
$80.2M 1,422,741 -2,050 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$78M 1,383,057 -17,305 -1%
ORL
14
Oak Root LLC
California
$66.9M 1,185,628 +1,185,628 New
Wells Fargo
15
Wells Fargo
California
$56M 992,458 +660,865 +199%
WP
16
WMS Partners
Maryland
$54.1M 959,697 +47,707 +5%
LPL Financial
17
LPL Financial
California
$47.3M 838,557 +92,506 +12%
Corient Private Wealth
18
Corient Private Wealth
Florida
$47.2M 836,217 +49,595 +6%
AP
19
Adero Partners
California
$42.5M 753,882 +53,427 +8%
SFS
20
Summit Financial Strategies
Ohio
$38.5M 683,615 +683,615 New
BHWM
21
Beaird Harris Wealth Management
Texas
$36.8M 651,987 +29,002 +5%
GI
22
Gradient Investments
Minnesota
$34.9M 619,310 +619,310 New
LFG
23
Larson Financial Group
Missouri
$33.8M 599,281 +3,275 +0.5%
Citadel Advisors
24
Citadel Advisors
Florida
$31.9M 565,780 +565,780 New
FM
25
Foster & Motley
Ohio
$31.5M 559,267 -7,162 -1%
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