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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

410 hedge funds and large institutions have $5.03B invested in Avantis Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 213 increasing their positions, 111 reducing their positions, and 18 closing their positions.

Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
5.96%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.84%
New
51
Increased
213
Reduced
111
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$866M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$499M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$54.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
APP
5
Avantax Planning Partners
Iowa
$22.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.1M
2
EF
2
Empowered Funds
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.8M
4
BHWM
4
Beaird Harris Wealth Management
Texas
$33.2M
5
GSWM
5
Greenup Street Wealth Management
Michigan
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$866M 14,181,306 +992,460 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$499M 8,162,990 +803,346 +11%
Morgan Stanley
3
Morgan Stanley
New York
$189M 3,097,915 +484,475 +19%
HTC
4
Haverford Trust Company
Pennsylvania
$137M 2,235,330 +2,983 +0.1%
AAS
5
Annex Advisory Services
Wisconsin
$136M 2,232,088 -77,355 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$107M 1,754,594 -52,692 -3%
Cerity Partners
7
Cerity Partners
New York
$99.4M 1,627,665 +42,565 +3%
American Century Companies
8
American Century Companies
Missouri
$94.8M 1,551,851 -9,379 -0.6%
PFA
9
Pure Financial Advisors
California
$92.4M 1,512,089 -7,370 -0.5%
Wells Fargo
10
Wells Fargo
California
$86.9M 1,422,177 +142,032 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$86.7M 1,419,688 +91,009 +7%
CWM
12
Congress Wealth Management
Massachusetts
$80.7M 1,321,769 +180,067 +16%
Creative Planning
13
Creative Planning
Kansas
$79.8M 1,305,522 -49,775 -4%
ORL
14
Oak Root LLC
California
$72.6M 1,187,668 – –
LPL Financial
15
LPL Financial
California
$66.4M 1,086,181 +99,541 +10%
WP
16
WMS Partners
Maryland
$60.5M 990,552 +9,313 +0.9%
Corient Private Wealth
17
Corient Private Wealth
Florida
$54.5M 892,865 +519,122 +139%
AP
18
Adero Partners
California
$52.7M 862,635 +37,145 +4%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$50.6M 828,248 +70,484 +9%
SFS
20
Summit Financial Strategies
Ohio
$47.5M 777,008 +31,182 +4%
GI
21
Gradient Investments
Minnesota
$33.9M 554,589 -48,696 -8%
AP
22
Atwood & Palmer
Missouri
$33.8M 553,768 +9,520 +2%
FM
23
Foster & Motley
Ohio
$33.6M 549,232 -13,178 -2%
BHWM
24
Beaird Harris Wealth Management
Texas
$33.2M 543,628 -145,240 -21%
TFO
25
Tarbox Family Office
California
$32.5M 531,395 +5,606 +1%
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