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Avantis Responsible Emerging Markets Equity ETF (AVSE) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$6.67M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.99M
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AVSE Institutional Buying and Selling by Quarter

Avantis Responsible Emerging Markets Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024True Wealth Design LLC956$46K0.0%N/A0.083%
2/13/2024Trademark Financial Management LLC23,830$1.14M0.8%N/A2.072%
2/9/2024Team Hewins LLC5,127$246K0.0%N/A0.446%
2/9/2024Corient Private Wealth LLC146,561$7.03M0.0%+0.5%12.744%
2/8/2024 Tarbox Family Office Inc.5,293$254K0.0%+8.8%0.460%
2/5/2024Savant Capital LLC4,892$235K0.0%N/A0.425%
2/2/2024Red Lighthouse Investment Management LLC965$46K0.0%+34.0%0.084%
2/1/2024 Annapolis Financial Services LLC2,927$140K0.0%+2,769.6%0.255%
1/29/2024Grand Wealth Management LLC600$29K0.0%+319.6%0.052%
1/23/2024 Level Financial Advisors Inc.5,207$250K0.1%+6.0%0.453%
1/19/2024 Trellis Wealth Advisors LLC9,050$434K0.2%N/A0.787%
1/18/2024Highland Financial Advisors LLC15,939$764K0.3%+8.0%1.386%
11/20/2023Willow Creek Wealth Management Inc.111,589$5.01M0.7%+1.7%9.703%
11/16/2023Orion Capital Management LLC1,156$52K0.0%N/A0.101%
11/13/2023 Asset Dedication LLC7,158$320K0.0%+80.7%0.622%
11/13/2023Mariner LLC27,990$1.26M0.0%N/A2.434%
11/8/2023HighTower Advisors LLC58,599$2.63M0.0%-30.8%5.096%
11/4/2023Corient Private Wealth LLC145,838$6.54M0.0%+0.9%12.682%
10/25/2023Highland Financial Advisors LLC14,763$662K0.3%+5.4%1.284%
10/23/2023Commonwealth Equity Services LLC28,749$1.29M0.0%+110.8%2.500%
10/17/2023 Northland Capital Management LLC19,624$881K0.6%-42.9%1.706%
10/13/2023 Tarbox Family Office Inc.4,864$218K0.0%N/A0.423%
8/28/2023Willow Creek Wealth Management Inc.109,732$5.04M0.7%+0.3%9.542%
8/22/2023 Asset Dedication LLC3,961$183K0.0%+10.2%0.344%
8/2/2023Wealthstream Advisors Inc.12,327$566K0.3%+2.8%1.072%
8/2/2023Bank of Montreal Can17,347$825K0.0%N/A1.508%
7/19/2023 Northland Capital Management LLC34,358$1.58M1.2%-39.1%2.988%
7/13/2023Highland Financial Advisors LLC14,002$643K0.3%+20.8%1.218%
5/12/2023HighTower Advisors LLC74,315$3.33M0.0%+22.4%6.462%
5/4/2023Merriman Wealth Management LLC12,411$556K0.0%-20.5%1.306%
5/2/2023Wealthstream Advisors Inc.11,994$537K0.3%+51.6%1.263%
4/24/2023Willow Creek Wealth Management Inc.109,369$4.90M0.8%+2.3%11.513%
4/24/2023 Asset Dedication LLC3,595$160K0.0%+6.7%0.378%
4/17/2023 Northland Capital Management LLC56,393$2.53M1.9%-10.2%5.936%
4/10/2023 Level Financial Advisors Inc.4,827$216K0.1%N/A0.508%
3/6/2023OLD Mission Capital LLC29,652$1.27M0.0%N/A3.121%
3/1/2023Willow Creek Wealth Management Inc.106,951$4.57M0.8%+177.4%11.258%
2/13/2023Merriman Wealth Management LLC15,603$666K0.0%+64.9%1.642%
2/10/2023Red Lighthouse Investment Management LLC701$30K0.0%N/A0.074%
2/9/2023HighTower Advisors LLC60,697$2.59M0.0%-17.4%6.389%
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2/8/2023Team Hewins LLC4,757$203K0.1%N/A0.501%
2/8/2023Highland Financial Advisors LLC11,738$501K0.3%+6.6%1.236%
2/7/2023WMS Partners LLC7,764$332K0.0%N/A0.817%
2/7/2023TCI Wealth Advisors Inc.4,613$197K0.0%N/A0.486%
2/2/2023Wealthstream Advisors Inc.7,911$338K0.2%N/A0.833%
1/31/2023Kestra Advisory Services LLC121,730$5.20M0.0%N/A12.814%
1/30/2023PrairieView Partners LLC1,570$67K0.0%+49.4%0.165%
1/19/2023 Asset Dedication LLC3,368$143K0.0%N/A0.355%
1/19/2023 Northland Capital Management LLC62,824$2.68M2.1%-2.0%6.613%
11/1/2022PrairieView Partners LLC1,051$41K0.0%+468.1%0.210%
10/31/2022Willow Creek Wealth Management Inc.38,552$1.49M0.3%+390.4%7.710%
10/20/2022 Northland Capital Management LLC64,087$2.48M2.3%N/A12.817%
8/16/2022Willow Creek Wealth Management Inc.7,861$344K0.1%N/A2.620%
7/29/2022Merriman Wealth Management LLC9,552$418K0.0%N/A4.776%
(Data available from 1/1/2016 forward)

AVSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSE shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Avantis Responsible Emerging Markets Equity ETF. The most heavily invested institutionals were Corient Private Wealth LLC ($7.03M), Kestra Advisory Services LLC ($5.20M), Willow Creek Wealth Management Inc. ($5.01M), HighTower Advisors LLC ($2.63M), Commonwealth Equity Services LLC ($1.29M), OLD Mission Capital LLC ($1.27M), and Mariner LLC ($1.26M).Learn more on AVSE's institutional investors.

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

Of the 27 institutional investors that purchased Avantis Responsible Emerging Markets Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($121.73K), Willow Creek Wealth Management Inc. ($111.59K), Northland Capital Management LLC ($64.09K), OLD Mission Capital LLC ($29.65K), Mariner LLC ($27.99K), Trademark Financial Management LLC ($23.83K), and Bank of Montreal Can ($17.35K).

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

Institutional investors have bought a total of 521,561 shares in the last 24 months. This purchase volume represents approximately $22.41M in transactions.

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

The following institutional investors have sold Avantis Responsible Emerging Markets Equity ETF stock in the last 24 months: Northland Capital Management LLC ($44.46K), HighTower Advisors LLC ($38.84K), and Merriman Wealth Management LLC ($3.19K).

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

Institutional investors have sold a total of 86,495 shares in the last 24 months. This volume of shares sold represents approximately $3.87M in transactions.


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

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