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Avantis Emerging Markets Value ETF

58 hedge funds and large institutions have $127M invested in Avantis Emerging Markets Value ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
30
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
26
Asset Dedication LLC
California
$1.04M -$5K -117 -0.5%
LPL Financial
27
LPL Financial
California
$881K +$108K +2,541 +14%
MAA
28
Mraz Amerine & Associates
California
$777K +$293K +6,869 +61%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$745K -$556K -13,031 -43%
SM
30
Sensible Money
Arizona
$733K
WP
31
WMS Partners
Maryland
$693K
JCIA
32
Jackson Creek Investment Advisors
Colorado
$636K +$40.6K +950 +7%
BSW
33
Buckingham Strategic Wealth
Missouri
$604K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$583K +$18.8K +441 +3%
SRC
35
Sage Rhino Capital
California
$571K +$140K +3,282 +33%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$501K +$40.1K +939 +9%
NCM
37
NCM Capital Management
New Jersey
$479K
PP
38
PrairieView Partners
Minnesota
$430K
VCM
39
Versant Capital Management
Arizona
$370K +$83.6K +1,958 +29%
ASFA
40
All Season Financial Advisors
Colorado
$287K +$29.5K +690 +11%
WP
41
WealthShield Partners
North Carolina
$283K -$11.1K -261 -4%
BWP
42
Balboa Wealth Partners
Arizona
$283K +$283K +6,618 New
SWM
43
Seed Wealth Management
Illinois
$256K -$42.7K -1,000 -14%
FCM
44
Fortis Capital Management
Washington
$238K +$238K +5,570 New
FWM
45
FMB Wealth Management
California
$234K
CIAS
46
Capital Investment Advisory Services
North Carolina
$223K +$16K +375 +8%
IFA
47
Index Fund Advisors
California
$214K +$214K +5,010 New
CPA
48
Cardiff Park Advisors
California
$188K +$16.2K +379 +9%
LG
49
LAM Group
Oregon
$135K
IA
50
IFP Advisors
Florida
$113K