Avantis Emerging Markets Equity ETF (AVEM) Institutional Ownership

$58.70
+0.60 (+1.03%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM)

Number of
Institutional Buyers
(last 12 months)
270
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$200.22M
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AVEM Institutional Buying and Selling by Quarter

Avantis Emerging Markets Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Opus Capital Group LLC168,041$9.74M1.4%+3.1%0.190%
4/26/2024Sage Rhino Capital LLC18,136$1.05M0.2%-1.1%0.021%
4/26/2024Quantum Financial Advisors LLC277,999$16.11M2.8%-0.4%0.315%
4/26/2024Chicago Partners Investment Group LLC77,583$4.46M0.2%+0.9%0.088%
4/26/2024 Mesirow Financial Investment Management Inc.3,738$217K0.0%N/A0.004%
4/26/2024Sprinkle Financial Consultants LLC27,882$1.62M1.4%+4.4%0.032%
4/26/2024Verdence Capital Advisors LLC12,775$740K0.1%+28.7%0.014%
4/26/2024Brown Financial Advisory49,289$2.86M2.2%-3.6%0.056%
4/25/2024 IMA Wealth Inc.26,586$1.54M0.7%+2.9%0.030%
4/25/2024 IAG Wealth Partners LLC58,212$3.37M0.7%+9.3%0.066%
4/24/2024 Activest Wealth Management9,246$536K0.3%N/A0.010%
4/24/2024 SOL Capital Management CO57,588$3.34M0.4%-18.2%0.065%
4/24/2024 Waypoint Wealth Partners Inc.448,660$26.00M7.4%+1.6%0.508%
4/24/2024 Capasso Planning Partners LLC107,847$6.25M2.6%+10.0%0.122%
4/23/2024 BSW Wealth Partners131,493$7.62M1.3%+837.4%0.149%
4/23/2024 Global Retirement Partners LLC482$28K0.0%N/A0.001%
4/23/2024 Morton Brown Family Wealth LLC357,498$20.72M8.6%+10.7%0.405%
4/23/2024 Canvas Wealth Advisors LLC28,377$1.60M0.5%+9.7%0.032%
4/23/2024 Venturi Wealth Management LLC227,669$13.20M0.8%+4.0%0.258%
4/23/2024 Gradient Investments LLC603,285$34.97M0.8%-2.6%0.683%
4/23/2024 Fifth Third Bancorp249,347$14.45M0.1%-3.2%0.282%
4/23/2024 Strategic Blueprint LLC48,265$2.80M0.2%+4.1%0.055%
4/23/2024 Raymond James Financial Services Advisors Inc.100,803$5.84M0.0%+1.0%0.114%
4/22/2024 Strategic Financial Concepts LLC28,277$1.64M0.4%N/A0.032%
4/22/2024 Pacific Life Fund Advisors LLC88,724$5.14M0.5%+1.0%0.100%
4/22/2024 Family Investment Center Inc.6,023$349K0.1%+6.9%0.007%
4/22/2024 Rockwood Wealth Management LLC418,574$24.26M3.1%-4.1%0.474%
4/22/2024 Raymond James & Associates80,651$4.68M0.0%+102.2%0.091%
4/22/2024 Echo Wealth Management LLC87,418$5.07M4.2%-0.2%0.099%
4/22/2024 Trellis Wealth Advisors LLC79,564$4.61M2.6%+0.3%0.090%
4/22/2024 Physician Wealth Solutions Inc.42,812$2.48M2.1%+6.4%0.048%
4/19/2024 Level Financial Advisors56,326$3.27M1.5%+10.4%0.064%
4/19/2024 ZRC Wealth Management LLC60,299$3.50M1.7%+2.4%0.068%
4/19/2024 PCG Wealth Advisors LLC11,359$658K0.3%-9.2%0.013%
4/19/2024 AWM Capital LLC92,709$5.37M0.9%-0.7%0.105%
4/18/2024 Total Wealth Planning LLC137,295$7.96M1.4%-3.5%0.155%
4/18/2024 CAP Partners LLC30,676$1.78M1.6%+5.7%0.035%
4/18/2024 Congress Wealth Management LLC DE 1,141,702$66.17M1.1%-19.8%1.293%
4/18/2024 Arlington Financial Advisors LLC404,141$23.42M5.1%N/A0.458%
4/17/2024 Trilogy Capital Inc.57,344$3.32M0.2%+71.5%0.065%
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4/17/2024 Annapolis Financial Services LLC118,425$6.86M2.3%-14.0%0.134%
4/17/2024 Symphony Financial Ltd. Co.7,572$439K0.1%+4.7%0.009%
4/16/2024 Dixon Fnancial Services Inc.9,314$540K0.3%N/A0.014%
4/16/2024 Tarbox Family Office Inc.525,789$30.48M5.4%+9.1%0.778%
4/16/2024 Seed Wealth Management Inc.12,610$734K0.7%+8.6%0.019%
4/16/2024 Wealth Enhancement Advisory Services LLC171,373$9.93M0.0%+9.8%0.254%
4/16/2024 First National Bank Sioux Falls5,750$333K0.2%-30.2%0.009%
4/16/2024 ERn Financial LLC171,371$9.93M1.7%+2.7%0.254%
4/15/2024 Signet Financial Management LLC129,775$7.52M1.0%+85.8%0.192%
4/15/2024 Visionary Horizons LLC143,251$8.24M6.4%+3.9%0.212%
4/15/2024 Flagstar Advisors Inc.7,426$430K0.1%+15.0%0.011%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.121,574$7.11M3.1%-0.3%0.180%
4/15/2024 West Paces Advisors Inc.420,573$24.38M6.4%+6.1%0.622%
4/13/2024 Evanson Asset Management LLC8,507$493K0.0%+33.9%0.013%
4/12/2024 Dynamic Advisor Solutions LLC172,586$10.00M0.3%+32.5%0.255%
4/12/2024 Annex Advisory Services LLC2,309,443$133.86M4.8%+16.3%3.416%
4/12/2024 Wealth Management Partners LLC92,667$5.37M2.7%+2.0%0.137%
4/12/2024 CGN Advisors LLC187,669$10.88M1.4%-22.3%0.278%
4/12/2024 Carlson Capital Management67,545$3.92M0.2%-78.9%0.100%
4/11/2024 Signature Resources Capital Management LLC50,470$2.85M2.6%-0.9%0.075%
4/11/2024 &PARTNERS13,942$808K0.1%N/A0.021%
4/11/2024 Soundmark Wealth Management LLC32,510$1.88M0.8%+4.4%0.048%
4/10/2024 LexAurum Advisors LLC58,571$3.40M0.9%+187.5%0.087%
4/10/2024 Fragasso Group Inc.108,481$6.29M0.5%+2.8%0.160%
4/10/2024 Atwood & Palmer Inc.544,248$31.55M2.4%+11.0%0.805%
4/10/2024 Aprio Wealth Management LLC6,253$362K0.1%-26.6%0.009%
4/10/2024 Park Avenue Securities LLC202,328$11.73M0.2%+7.0%0.299%
4/10/2024 Apella Capital LLC90,058$5.35M0.3%-7.4%0.133%
4/10/2024 WJ Interests LLC261,746$15.17M8.0%+4.2%0.387%
4/10/2024 Shotwell Rutter Baer Inc123,023$7.31M14.8%+1.2%0.182%
4/9/2024 Collective Family Office LLC81,153$4.70M1.5%+12.5%0.120%
4/9/2024 Destiny Wealth Partners LLC170,944$9.91M1.8%-9.7%0.253%
4/9/2024 Mather Group LLC.1,576$89K0.0%N/A0.002%
4/8/2024 Evensky & Katz LLC23,449$1.36M0.1%-1.3%0.035%
4/8/2024 RVW Wealth LLC22,364$1.30M0.1%-3.5%0.033%
4/5/2024 First Hawaiian Bank13,810$800K0.0%N/A0.020%
4/5/2024 Lam Group Inc.14,750$855K0.7%+53.0%0.022%
4/3/2024 Versant Capital Management Inc351,185$20.36M5.8%-0.3%0.520%
4/2/2024 Symmetry Partners LLC415,427$24.08M1.9%-8.8%0.615%
3/22/2024PNC Financial Services Group Inc.6,093$344K0.0%+104.5%0.009%
3/5/2024JRM Investment Counsel LLC179,763$10.14M0.1%+59.1%0.266%
3/1/2024 Transcendent Capital Group LLC40,803$2.30M1.5%N/A0.060%
3/1/2024ARK & TLK Investments LLC5,151$290K0.1%N/A0.008%
2/29/2024Tortoise Investment Management LLC71,086$4.01M0.5%+12.3%0.105%
2/28/2024EP Wealth Advisors LLC62,568$3.53M0.0%+1.5%0.093%
2/27/2024Beaird Harris Wealth Management LLC651,987$36.77M3.9%+4.7%0.964%
2/27/2024ARQ Wealth Advisors LLC54,086$3.05M1.8%+8.5%0.080%
2/23/2024Chicago Partners Investment Group LLC76,920$4.20M0.2%+7.1%0.114%
2/20/2024Able Wealth Management LLC1,323$75K0.1%N/A0.002%
2/15/2024OLD Mission Capital LLC391,466$22.08M0.4%+184.6%0.579%
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2/15/2024Buckingham Strategic Wealth LLC309,619$17.46M0.2%+20.2%0.458%
2/14/2024Waverly Advisors LLC206,233$11.63M0.4%-5.0%0.305%
2/14/2024True Wealth Design LLC25,395$1.43M0.4%+2.6%0.038%
2/14/2024Creative Planning1,485,825$83.79M0.1%-13.6%2.198%
2/14/2024Northwest Wealth Management LLC152,943$8.62M2.6%+14.5%0.226%
2/14/2024Waddell & Associates LLC454,293$25.62M3.4%N/A0.672%
2/13/2024Envestnet Asset Management Inc.6,695,200$377.54M0.2%+10.9%9.904%
2/13/2024 Annex Advisory Services LLC1,986,239$112.00M4.7%+8.8%2.938%
2/13/2024Trademark Financial Management LLC17,170$968K0.7%N/A0.025%
2/13/2024CWA Asset Management Group LLC6,029$340K0.0%N/A0.009%
(Data available from 1/1/2016 forward)

AVEM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVEM shares?

During the previous two years, 337 institutional investors and hedge funds held shares of Avantis Emerging Markets Equity ETF. The most heavily invested institutionals were Savant Capital LLC ($691.92M), Envestnet Asset Management Inc. ($377.54M), Mercer Global Advisors Inc. ADV ($291.07M), Annex Advisory Services LLC ($133.86M), Haverford Trust Co ($123.76M), Wipfli Financial Advisors LLC ($97.83M), and Cerity Partners LLC ($91.21M).Learn more on AVEM's institutional investors.

Which institutional investors have been buying Avantis Emerging Markets Equity ETF stock?

Of the 329 institutional investors that purchased Avantis Emerging Markets Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($6.64M), Mercer Global Advisors Inc. ADV ($5.50M), Creative Planning ($3.58M), Savant Capital LLC ($3.37M), Annex Advisory Services LLC ($2.31M), Haverford Trust Co ($2.03M), and Congress Wealth Management LLC DE ($1.12M).

How much institutional buying is happening at Avantis Emerging Markets Equity ETF?

Institutional investors have bought a total of 52,166,943 shares in the last 24 months. This purchase volume represents approximately $2.77B in transactions.

Which Avantis Emerging Markets Equity ETF major shareholders have been selling company stock?

Of the 154 institutional investors that sold Avantis Emerging Markets Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Planning ($655.25K), Aprio Wealth Management LLC ($522.49K), Carlson Capital Management ($336.06K), Congress Wealth Management LLC DE ($283.09K), Avestar Capital LLC ($274.16K), WealthPlan Investment Management LLC ($264.58K), and Truepoint Inc. ($213.05K).

How much institutional selling is happening at Avantis Emerging Markets Equity ETF?

Institutional investors have sold a total of 5,557,678 shares in the last 24 months. This volume of shares sold represents approximately $297.15M in transactions.


This page (NYSEARCA:AVEM) was last updated on 4/27/2024 by MarketBeat.com Staff

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