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Avantis Responsible Emerging Markets Equity ETF (AVSE) Institutional Ownership

$51.01 +0.13 (+0.26%)
(As of 12/20/2024 04:32 PM ET)
Compare

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)
$4.88M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$238.69K
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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
11/15/2024 Jane Street Group LLC44,899$2.48M0.0%+84.7%3.096%
11/15/2024 HighTower Advisors LLC71,873$3.98M0.0%-1.4%4.957%
11/6/2024 Wealthstream Advisors Inc.11,826$654K0.1%-2.7%0.816%
11/4/2024 Addison Advisors LLC2,160$119K0.0%+9.6%0.149%
11/4/2024 Axxcess Wealth Management LLC4,425$245K0.0%N/A0.305%
10/30/2024 Highland Financial Advisors LLC18,086$1.00M0.4%+3.2%1.247%
10/29/2024 Opes Wealth Management LLC21,699$1.20M0.2%+3.6%1.496%
10/23/2024 Tarbox Family Office Inc.6,078$336K0.1%+10.4%0.419%
10/23/2024 Northland Capital Management LLC17,928$992K0.6%-1.3%1.236%
10/17/2024LexAurum Advisors LLC8,457$468K0.1%N/A0.583%
10/16/2024 Asset Dedication LLC16,622$920K0.1%+22.1%1.146%
8/13/2024 Merriman Wealth Management LLC13,320$689K0.0%-7.5%0.919%
8/6/2024 Opes Wealth Management LLC20,944$1.08M0.2%+2.2%1.444%
8/5/2024 Addison Advisors LLC1,970$102K0.0%N/A0.136%
8/1/2024PrairieView Partners LLC2,253$116K0.0%+13.5%0.155%
7/31/2024 Trademark Financial Management LLC24,978$1.29M1.1%-1.8%1.723%
7/23/2024 Level Financial Advisors5,598$290K0.1%+7.0%0.386%
7/17/2024 Highland Financial Advisors LLC17,532$907K0.3%+14.2%1.209%
5/8/2024 Trademark Financial Management LLC25,441$1.25M1.0%+6.8%1.755%
4/30/2024Commonwealth Equity Services LLC28,011$1.37M0.0%-4.9%1.932%
2/14/2024 True Wealth Design LLC956$46K0.0%N/A0.083%
2/13/2024 Trademark Financial Management LLC23,830$1.14M0.8%N/A2.072%
2/9/2024 Team Hewins LLC5,127$246K0.0%N/A0.446%
2/9/2024 Corient 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%
2/5/2024 Savant Capital LLC4,892$235K0.0%N/A0.425%
2/2/2024 Red 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%
1/29/2024 Grand 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%
1/18/2024 Highland 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%
11/16/2023 Orion Capital Management LLC1,156$52K0.0%N/A0.101%
11/13/2023 Asset Dedication LLC7,158$320K0.0%+80.7%0.622%
11/13/2023 Mariner LLC27,990$1.26M0.0%N/A2.434%
11/8/2023 HighTower Advisors LLC58,599$2.63M0.0%-30.8%5.096%
11/4/2023 Corient Private Wealth LLC145,838$6.54M0.0%+0.9%12.682%
10/25/2023 Highland Financial Advisors LLC14,763$662K0.3%+5.4%1.284%
10/23/2023Commonwealth Equity Services LLC28,749$1.29M0.0%+110.8%2.500%
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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%
8/2/2023 Wealthstream Advisors Inc.12,327$566K0.3%+2.8%1.072%
8/2/2023 Bank of Montreal Can17,347$825K0.0%N/A1.508%
7/19/2023 Northland Capital Management LLC34,358$1.58M1.2%-39.1%2.988%
7/13/2023 Highland Financial Advisors LLC14,002$643K0.3%+20.8%1.218%
5/12/2023 HighTower Advisors LLC74,315$3.33M0.0%+22.4%6.462%
5/4/2023 Merriman Wealth Management LLC12,411$556K0.0%-20.5%1.306%
5/2/2023 Wealthstream 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%
3/6/2023 OLD 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%
2/13/2023 Merriman Wealth Management LLC15,603$666K0.0%+64.9%1.642%
2/10/2023 Red Lighthouse Investment Management LLC701$30K0.0%N/A0.074%
2/9/2023 HighTower Advisors LLC60,697$2.59M0.0%-17.4%6.389%
2/8/2023 Team Hewins LLC4,757$203K0.1%N/A0.501%
2/8/2023 Highland Financial Advisors LLC11,738$501K0.3%+6.6%1.236%
2/7/2023 WMS Partners LLC7,764$332K0.0%N/A0.817%
2/7/2023 TCI Wealth Advisors Inc.4,613$197K0.0%N/A0.486%
2/2/2023 Wealthstream Advisors Inc.7,911$338K0.2%N/A0.833%
1/31/2023 Kestra 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%
7/29/2022 Merriman 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, 33 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 ($3.98M), Jane Street Group LLC ($2.48M), Commonwealth Equity Services LLC ($1.37M), and Trademark Financial Management LLC ($1.29M).Learn more on AVSE's institutional investors.

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

Of the 32 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. ($73.04K), OLD Mission Capital LLC ($29.65K), Mariner LLC ($27.99K), Trademark Financial Management LLC ($25.44K), Jane Street Group LLC ($20.59K), 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 453,896 shares in the last 24 months. This purchase volume represents approximately $20.43M 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 ($44.69K), HighTower Advisors LLC ($39.87K), Merriman Wealth Management LLC ($4.27K), Commonwealth Equity Services LLC ($1.45K), Trademark Financial Management LLC ($463.00), and Wealthstream Advisors Inc. ($325.00).

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

Institutional investors have sold a total of 91,073 shares in the last 24 months. This volume of shares sold represents approximately $4.11M in transactions.


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