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Avantis Emerging Markets Value ETF (AVES) Institutional Ownership

$46.76 +0.08 (+0.17%)
(As of 12/20/2024 04:32 PM ET)

Institutional Ownership Changes (13F Filings) for Avantis Emerging Markets Value ETF (NYSEARCA:AVES)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$62.25M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.03M
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AVES Institutional Buying and Selling by Quarter

Avantis Emerging Markets Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/6/2024 Fidelity D & D Bancorp Inc.81,840$4.27M2.8%+10.7%0.863%
11/15/2024 MML Investors Services LLC47,132$2.46M0.0%+14.0%0.497%
11/15/2024 Jane Street Group LLC76,381$3.98M0.0%-51.8%0.806%
11/15/2024 HighTower Advisors LLC100,353$5.24M0.0%-1.0%1.059%
11/14/2024 NCM Capital Management LLC16,044$837K0.4%+23.0%0.169%
11/7/2024 Pathstone Holdings LLC220,514$11.50M0.1%+19.5%2.326%
11/7/2024 MB Generational Wealth LLC85,877$4.48M3.2%-0.6%0.906%
11/6/2024 Empowered Funds LLC718,536$37.46M0.6%+2.1%7.579%
11/4/2024 Axxcess Wealth Management LLC32,077$1.67M0.0%+136.9%0.338%
11/1/2024 Capital Performance Advisors LLP721$38K0.0%N/A0.008%
10/31/2024 TFB Advisors LLC10,888$568K0.2%+19.8%0.115%
10/29/2024 BSW Wealth Partners184,663$9.63M1.4%+4.0%1.948%
10/29/2024 Symmetry Partners LLC32,357$1.69M0.4%N/A0.341%
10/29/2024 Oceanside Advisors LLC82,603$4.31M3.2%+2.7%0.871%
10/28/2024 Austin Wealth Management LLC100,164$5.22M1.1%+14.1%1.057%
10/25/2024 Strategic Blueprint LLC41,073$2.14M0.1%+4.9%0.433%
10/24/2024 Greenspring Advisors LLC17,208$897K0.2%+51.8%0.182%
10/23/2024 Northland Capital Management LLC65,756$3.43M2.0%+2.3%0.694%
10/22/2024 Guidance Capital Inc.5,266$271K0.1%+10.5%0.056%
10/22/2024 Private Advisor Group LLC101,990$5.32M0.0%+67.8%1.076%
10/21/2024 Bayshore Asset Management LLC92,851$4.84M2.2%+1.5%0.979%
10/19/2024Werba Rubin Papier Wealth Management9,619$502K0.1%N/A0.101%
10/18/2024Fortress Wealth Management Inc.63,452$3.31M1.7%N/A0.669%
10/18/2024Lam Group Inc.17,255$900K0.6%+54.7%0.182%
10/16/2024 Good Life Advisors LLC9,749$508K0.0%+8.6%0.103%
10/11/2024 Creative Planning52,101$2.72M0.0%-6.9%0.550%
10/10/2024 Gibson Capital LLC4,635$242K0.0%N/A0.049%
10/8/2024 Anderson Hoagland & Co.154,999$8.16M0.8%-0.1%1.635%
10/8/2024 Versant Capital Management Inc11,370$593K0.1%+6.7%0.120%
8/16/2024 Creative Planning55,935$2.73M0.0%-2.7%0.590%
8/13/2024 Merriman Wealth Management LLC759,893$37.05M1.6%+3.3%8.016%
8/13/2024 Callan Capital LLC41,485$2.02M0.2%+2.3%0.438%
8/10/2024 Axxcess Wealth Management LLC13,538$660K0.0%N/A0.143%
8/8/2024 Envestnet Asset Management Inc.47,466$2.31M0.0%+7.8%0.501%
8/8/2024 American Century Companies Inc.529,219$25.80M0.0%+15.4%5.582%
8/6/2024 Asset Dedication LLC24,961$1.22M0.1%+3.0%0.263%
8/6/2024 Fidelity D & D Bancorp Inc.73,909$3.60M2.7%+0.8%0.780%
8/5/2024 Private Advisor Group LLC60,775$2.96M0.0%+45.3%0.641%
8/2/2024 Schwarz Dygos Wheeler Investment Advisors LLC96,628$4.71M1.3%+4.6%1.019%
8/2/2024 Tortoise Investment Management LLC54,863$2.68M0.3%+5.1%0.579%
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8/1/2024 Mraz Amerine & Associates Inc.18,091$882K0.2%-1.2%0.191%
8/1/2024 Guidance Capital Inc.4,766$234K0.1%N/A0.050%
7/31/2024 Cascade Financial Partners LLC49,464$2.41M0.3%+40.9%0.522%
7/31/2024 Austin Wealth Management LLC87,798$4.41M1.0%+6.2%0.926%
7/31/2024Commonwealth Equity Services LLC17,333$845K0.0%-9.9%0.183%
7/29/2024 Armbruster Capital Management Inc.301,726$14.71M3.1%+3.0%3.183%
7/27/2024 Strategic Blueprint LLC39,159$1.91M0.1%+2.4%0.413%
7/26/2024 Breakwater Capital Group14,474$706K0.2%+14.4%0.153%
7/26/2024 Oceanside Advisors LLC80,414$3.92M3.2%+1.2%0.848%
7/24/2024 Allegiance Financial Group Advisory Services LLC107,209$5.23M2.0%+11.7%1.131%
7/24/2024Meredith Wealth Planning213,202$10.39M5.4%+1.4%2.249%
7/23/2024 All Season Financial Advisors Inc.14,554$709K0.6%+17.8%0.154%
7/22/2024 Enzi Wealth86,026$4.29M1.9%+15.3%0.907%
7/19/2024 Greenspring Advisors LLC11,339$553K0.1%+9.7%0.120%
7/16/2024 Apeiron RIA LLC73,640$3.59M1.1%+22.1%0.777%
7/10/2024 Anderson Hoagland & Co.155,210$7.70M0.8%-9.4%1.637%
7/8/2024 Versant Capital Management Inc10,652$519K0.1%-11.5%0.112%
5/23/2024 Austin Wealth Management LLC82,693$4.14M1.0%+18.5%0.872%
5/16/2024 Waverly Advisors LLC21,276$1.01M0.0%-5.7%0.224%
5/15/2024CoreFirst Bank & Trust11,872$563K0.4%+131.2%0.125%
5/9/2024 MB Generational Wealth LLC81,239$3.85M3.5%+25.7%0.857%
5/4/2024PrairieView Partners LLC11,392$540K0.1%-1.9%0.120%
5/3/2024 Callan Capital LLC40,559$1.92M0.2%+2.8%0.428%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC92,389$4.38M1.2%N/A0.975%
4/30/2024 Private Advisor Group LLC41,831$1.98M0.0%+109.5%0.441%
4/30/2024 Perigon Wealth Management LLC100,995$4.79M0.1%N/A1.065%
4/30/2024Commonwealth Equity Services LLC19,246$912K0.0%+12.5%0.203%
4/29/2024FAS Wealth Partners Inc.1,627$77K0.0%N/A0.017%
4/25/2024 Capital 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%
4/23/2024Meredith 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%
4/5/2024Lam Group Inc.12,265$581K0.5%+153.1%0.190%
3/18/2024CoreFirst Bank & Trust5,135$236K0.2%+220.9%0.080%
2/29/2024 Tortoise Investment Management LLC48,117$2.21M0.3%+6.8%0.747%
2/27/2024 Beaird Harris Wealth Management LLC1,025$47K0.0%N/A0.016%
2/21/2024 Austin Wealth Management LLC69,801$3.25M0.9%+82.4%1.084%
2/14/2024 True Wealth Design LLC3,464$159K0.0%-33.7%0.054%
2/14/2024 Enzi Wealth51,527$2.32M1.1%N/A0.800%
2/9/2024 BlackDiamond Wealth Management LLC5,877$266K0.2%N/A0.091%
2/9/2024 Balboa Wealth Partners5,493$253K0.1%-8.6%0.085%
2/9/2024 Corient Private Wealth LLC93,169$4.28M0.0%-5.2%1.447%
2/9/2024 Bayshore Asset Management LLC85,507$3.93M2.1%+5.0%1.328%
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2/8/2024 Tortoise Investment Management LLC49,984$2.31M0.3%+10.9%0.776%
2/8/2024 MB Generational Wealth LLC64,609$2.97M2.8%N/A1.003%
2/6/2024 Private Advisor Group LLC19,964$918K0.0%N/A0.310%
2/2/2024 Red Lighthouse Investment Management LLC212,507$9.77M4.1%+2.6%3.300%
2/2/2024 Callan Capital LLC39,472$1.82M0.2%N/A0.613%
2/1/2024 Armbruster Capital Management Inc.284,575$13.08M3.0%+8.0%4.419%
2/1/2024 Capital Investment Advisory Services LLC9,432$434K0.0%+51.0%0.146%
1/31/2024 Mraz Amerine & Associates Inc.18,816$865K0.2%-4.6%0.292%
1/30/2024Lam Group Inc.4,845$223K0.2%+32.0%0.075%
1/26/2024 Capasso Planning Partners LLC4,448$204K0.1%N/A0.069%
(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, 91 institutional investors and hedge funds held shares of Avantis Emerging Markets Value ETF. The most heavily invested institutionals were Empowered Funds LLC ($37.46M), Merriman Wealth Management LLC ($37.05M), American Century Companies Inc. ($25.80M), Armbruster Capital Management Inc. ($14.71M), Pathstone Holdings LLC ($11.50M), Pathstone Family Office LLC ($11.47M), and Meredith Wealth Planning ($10.39M).Learn more on AVES's institutional investors.

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

Of the 81 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: Armbruster Capital Management Inc. ($293.30K), Pathstone Family Office LLC ($264.06K), Meredith Wealth Planning ($247.12K), American Century Companies Inc. ($239.39K), Red Lighthouse Investment Management LLC ($213.71K), Merriman Wealth Management LLC ($207.40K), and BSW Wealth Partners ($128.65K).

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

Institutional investors have bought a total of 3,484,825 shares in the last 24 months. This purchase volume represents approximately $154.93M in transactions.

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

Of the 30 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: Jane Street Group LLC ($81.93K), Anderson Hoagland & Co. ($66.16K), OLD Mission Capital LLC ($51.18K), Northland Capital Management LLC ($42.38K), Meredith Wealth Planning ($33.92K), Cardiff Park Advisors LLC ($20.52K), and Sage Rhino Capital LLC ($15.55K).

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

Institutional investors have sold a total of 362,327 shares in the last 24 months. This volume of shares sold represents approximately $16.68M in transactions.



This page (NYSEARCA:AVES) was last updated on 12/22/2024 by MarketBeat.com Staff
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