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Avantis Emerging Markets Value ETF (AVES) Institutional Ownership

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$47.91
+0.44 (+0.93%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Avantis Emerging Markets Value ETF (NYSEARCA:AVES)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$76.66M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$7.24M
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AVES Institutional Buying and Selling by Quarter

Avantis Emerging Markets Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Capital Investment Advisory Services LLC10,324$489K0.1%+9.5%0.109%
4/24/2024 Oceanside Advisors LLC79,498$3.77M3.1%+4.4%0.839%
4/24/2024 Greenspring Advisors LLC10,341$490K0.1%+132.4%0.109%
4/23/2024 Meredith Wealth Planning210,358$9.97M5.6%+3.4%2.219%
4/23/2024 BSW Wealth Partners121,496$5.76M1.0%+2,135.4%1.282%
4/23/2024 Strategic Blueprint LLC38,236$1.81M0.1%+2.2%0.403%
4/19/2024 Northland Capital Management LLC46,274$2.19M1.5%+1.3%0.488%
4/18/2024 Breakwater Capital Group12,655$600K0.2%+42.1%0.133%
4/16/2024 Fidelity D & D Bancorp Inc.73,330$3.48M2.6%+9.8%0.774%
4/16/2024 Enzi Wealth74,629$3.49M1.6%+44.8%1.159%
4/12/2024 Anderson Hoagland & Co.171,261$8.17M0.9%-16.2%2.659%
4/5/2024 Lam Group Inc.12,265$581K0.5%+153.1%0.190%
3/18/2024CoreFirst Bank & Trust5,135$236K0.2%+220.9%0.080%
2/29/2024Tortoise Investment Management LLC48,117$2.21M0.3%+6.8%0.747%
2/27/2024Beaird Harris Wealth Management LLC1,025$47K0.0%N/A0.016%
2/21/2024Austin Wealth Management LLC69,801$3.25M0.9%+82.4%1.084%
2/14/2024True Wealth Design LLC3,464$159K0.0%-33.7%0.054%
2/14/2024 Enzi Wealth51,527$2.32M1.1%N/A0.800%
2/9/2024BlackDiamond Wealth Management LLC5,877$266K0.2%N/A0.091%
2/9/2024Balboa Wealth Partners5,493$253K0.1%-8.6%0.085%
2/9/2024Corient Private Wealth LLC93,169$4.28M0.0%-5.2%1.447%
2/9/2024Bayshore Asset Management LLC85,507$3.93M2.1%+5.0%1.328%
2/8/2024Tortoise Investment Management LLC49,984$2.31M0.3%+10.9%0.776%
2/8/2024MB Generational Wealth LLC64,609$2.97M2.8%N/A1.003%
2/6/2024Private Advisor Group LLC19,964$918K0.0%N/A0.310%
2/2/2024Red Lighthouse Investment Management LLC212,507$9.77M4.1%+2.6%3.300%
2/2/2024Callan Capital LLC39,472$1.82M0.2%N/A0.613%
2/1/2024Armbruster Capital Management Inc.284,575$13.08M3.0%+8.0%4.419%
2/1/2024Capital Investment Advisory Services LLC9,432$434K0.0%+51.0%0.146%
1/31/2024Mraz Amerine & Associates Inc.18,816$865K0.2%-4.6%0.292%
1/30/2024 Lam Group Inc.4,845$223K0.2%+32.0%0.075%
1/26/2024 Capasso Planning Partners LLC4,448$204K0.1%N/A0.069%
1/25/2024 Meredith Wealth Planning203,395$9.35M5.8%-14.3%3.158%
1/25/2024 Strategic Blueprint LLC37,427$1.72M0.1%+3.2%0.581%
1/25/2024 BSW Wealth Partners5,435$250K0.0%N/A0.084%
1/24/2024 Northland Capital Management LLC45,672$2.10M1.4%+0.6%0.709%
1/24/2024 Private Trust Co. NA706$32K0.0%N/A0.011%
1/24/2024 Breakwater Capital Group8,905$389K0.1%N/A0.138%
1/24/2024 All Season Financial Advisors Inc.10,961$504K0.4%+33.1%0.170%
1/23/2024WealthShield Partners LLC4,539$209K0.0%-31.6%0.070%
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1/22/2024Allegiance Financial Group Advisory Services LLC82,451$3.79M1.8%+20.4%1.280%
1/19/2024Life Planning Partners Inc5,173$238K0.2%N/A0.080%
1/18/2024TFB Advisors LLC9,288$427K0.2%N/A0.144%
1/18/2024Good Life Advisors LLC4,840$223K0.0%N/A0.075%
1/17/2024 Anderson Hoagland & Co.204,274$9.00M1.1%-7.5%3.172%
1/17/2024Cypress Point Wealth Management LLC16,891$777K0.6%+203.4%0.262%
1/16/2024 CVA Family Office LLC900$41K0.0%N/A0.014%
1/12/2024 Greenspring Advisors LLC4,450$205K0.1%N/A0.069%
1/12/2024 Fidelity D & D Bancorp Inc.66,795$3.07M2.4%+12.0%1.037%
1/12/2024 Apeiron RIA LLC57,745$2.66M0.8%+8.4%0.897%
1/9/2024 Wedmont Private Capital33,880$1.53M0.1%+24.2%0.526%
1/9/2024 DBK Financial Counsel LLC6,800$313K0.4%N/A0.106%
1/9/2024 Versant Capital Management Inc12,154$559K0.2%+6.0%0.189%
12/18/2023CoreFirst Bank & Trust1,600$70K0.0%N/A0.025%
12/5/2023Austin Wealth Management LLC38,266$1.72M0.5%N/A0.594%
11/30/2023American Century Companies Inc.283,294$12.31M0.0%+53.4%4.399%
11/30/2023 Fidelity D & D Bancorp Inc.59,633$2.59M2.7%N/A0.926%
11/16/2023Orion Capital Management LLC853$37K0.0%N/A0.013%
11/14/2023NCM Capital Management LLC11,699$508K0.4%+3.3%0.182%
11/14/2023Waverly Advisors LLC23,047$1.00M0.0%-5.3%0.358%
11/13/2023True Wealth Design LLC5,224$227K0.1%N/A0.081%
11/13/2023Mraz Amerine & Associates Inc.19,724$857K0.2%+3.6%0.306%
11/8/2023Pathstone Family Office LLC264,057$11.47M0.1%N/A4.100%
11/8/2023J.P. Morgan Private Wealth Advisors LLC14,203$617K0.0%-4.7%0.221%
11/6/2023Paragon Advisors LLC65,022$2.82M1.2%+3.5%1.010%
11/2/2023Capital Investment Advisory Services LLC6,245$271K0.0%+12.6%0.097%
10/31/2023Cypress Point Wealth Management LLC5,567$242K0.2%+16.5%0.086%
10/31/2023Allegiance Financial Group Advisory Services LLC68,492$2.98M1.7%+17.3%1.064%
10/30/2023Red Lighthouse Investment Management LLC207,178$9M4.2%-0.3%3.217%
10/26/2023Sage Rhino Capital LLC5,717$248K0.1%-41.8%0.089%
10/26/2023Bayshore Asset Management LLC81,469$3.54M2.1%+2.7%1.265%
10/23/2023 All Season Financial Advisors Inc.8,236$358K0.4%-3.8%0.128%
10/23/2023Commonwealth Equity Services LLC15,328$666K0.0%+32.5%0.238%
10/23/2023PrairieView Partners LLC11,558$502K0.1%+14.2%0.179%
10/19/2023 Apeiron RIA LLC53,278$2.31M0.8%+9.9%0.827%
10/18/2023 Lam Group Inc.3,670$159K0.2%+9.7%0.057%
10/17/2023Armbruster Capital Management Inc.263,425$11.44M2.9%+6.9%4.090%
10/17/2023 Northland Capital Management LLC45,385$1.97M1.3%-46.3%0.705%
10/16/2023 Meredith Wealth Planning237,314$10.31M7.7%+7.7%3.685%
10/12/2023 Versant Capital Management Inc11,463$498K0.2%+63.4%0.178%
10/10/2023 Anderson Hoagland & Co.220,897$9.60M1.3%-0.1%3.430%
8/14/2023CSS LLC IL45,548$1.99M0.1%+21.3%0.707%
8/11/2023Cibc World Market Inc.7,813$341K0.0%-33.4%0.121%
8/11/2023Buckingham Strategic Wealth LLC17,781$776K0.0%+20.6%0.276%
8/8/2023Balboa Wealth Partners6,009$262K0.1%-9.2%0.093%
8/7/2023Tortoise Investment Management LLC41,010$1.79M0.3%-1.4%0.637%
8/4/2023Envestnet Asset Management Inc.27,689$1.21M0.0%+7.8%0.430%
8/4/2023IFP Advisors Inc2,500$126K0.0%+11.1%0.041%
8/4/2023Fortis Capital Management LLC8,913$389K0.1%+60.0%0.148%
8/3/2023Red Lighthouse Investment Management LLC207,777$9.07M4.1%+2.8%3.440%
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8/3/2023WMG Financial Advisors LLC5,500$240K0.2%N/A0.091%
8/3/2023Armbruster Capital Management Inc.246,460$10.76M2.6%+11.0%4.080%
8/3/2023Jackson Creek Investment Advisors LLC14,656$640K0.3%-1.6%0.243%
7/31/2023LPL Financial LLC25,890$1.13M0.0%+25.5%0.429%
7/31/2023Sage Rhino Capital LLC9,817$429K0.1%-26.6%0.163%
7/28/2023First Republic Investment Management Inc.14,902$650K0.0%-14.6%0.247%
7/28/2023Capital Investment Advisory Services LLC5,545$242K0.0%+6.0%0.092%
7/26/2023Allegiance Financial Group Advisory Services LLC58,405$2.55M1.5%+67.5%0.967%
7/26/2023 All Season Financial Advisors Inc.8,564$374K0.3%+27.5%0.142%
7/21/2023Creative Planning65,549$2.86M0.0%-1.8%1.085%
(Data available from 1/1/2016 forward)

AVES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVES shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Avantis Emerging Markets Value ETF. The most heavily invested institutionals were Merriman Wealth Management LLC ($23.46M), Armbruster Capital Management Inc. ($13.08M), American Century Companies Inc. ($12.31M), Pathstone Family Office LLC ($11.47M), Meredith Wealth Planning ($9.97M), Red Lighthouse Investment Management LLC ($9.77M), and Anderson Hoagland & Co. ($8.17M).Learn more on AVES's institutional investors.

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

Of the 74 institutional investors that purchased Avantis Emerging Markets Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Merriman Wealth Management LLC ($391.01K), Armbruster Capital Management Inc. ($284.58K), Pathstone Family Office LLC ($264.06K), Meredith Wealth Planning ($244.28K), Anderson Hoagland & Co. ($221.17K), Red Lighthouse Investment Management LLC ($213.71K), and OLD Mission Capital LLC ($196.63K).

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

Institutional investors have bought a total of 3,562,823 shares in the last 24 months. This purchase volume represents approximately $151.65M in transactions.

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

Of the 29 institutional investors that sold Avantis Emerging Markets Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($51.18K), Anderson Hoagland & Co. ($49.90K), Northland Capital Management LLC ($42.38K), Meredith Wealth Planning ($33.92K), Cardiff Park Advisors LLC ($20.52K), Tortoise Investment Management LLC ($20.44K), and Merriman Wealth Management LLC ($18.67K).

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

Institutional investors have sold a total of 307,140 shares in the last 24 months. This volume of shares sold represents approximately $13.10M in transactions.


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

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