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Avantis International Equity ETF

303 hedge funds and large institutions have $3.1B invested in Avantis International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 7

161% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 57

30% more capital invested

Capital invested by funds: $2.39B → $3.1B (+$712M)

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

25% more funds holding

Funds holding: 242303 (+61)

6.32% more ownership

Funds ownership: 75.42%81.75% (+6.3%)

Holders
303
Holders Change
+61
Holders Change %
+25.21%
% of All Funds
4.42%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.86%
New
72
Increased
149
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
251
Capasso Planning Partners
South Carolina
$321K +$3.79K +67 +1%
RIS
252
Retirement Income Solutions
Michigan
$306K +$287K +5,069 New
GRP
253
Global Retirement Partners
California
$302K -$4.7K -83 -2%
SFC
254
Strategic Financial Concepts
Texas
$297K -$998K -17,619 -78%
UCFA
255
United Capital Financial Advisors
Texas
$296K +$19.5K +344 +8%
TNBTD
256
Trustmark National Bank Trust Department
Mississippi
$292K +$274K +4,839 New
WP
257
WealthSource Partners
California
$285K -$20.4K -360 -7%
EWA
258
EP Wealth Advisors
California
$281K +$263K +4,650 New
OA
259
Oceanside Advisors
South Carolina
$278K +$261K +4,601 New
SPIA
260
Steward Partners Investment Advisory
New York
$275K +$258K +4,554 New
RJA
261
Raymond James & Associates
Florida
$269K +$31.8K +562 +14%
GWSG
262
GPS Wealth Strategies Group
Colorado
$267K +$251K +4,426 New
BTI
263
Blue Trust Inc
Georgia
$266K
NFG
264
Nations Financial Group
Iowa
$259K
SFC
265
Sprinkle Financial Consultants
Colorado
$255K +$239K +4,220 New
AIP
266
Almanack Investment Partners
Pennsylvania
$249K
CA
267
Cetera Advisors
Colorado
$247K +$231K +4,079 New
CHA
268
Cooper/Haims Advisors
New York
$244K +$2.89K +51 +1%
LCM
269
Lunt Capital Management
Utah
$236K -$49.7K -878 -18%
GA
270
Greenspring Advisors
Maryland
$233K
ADL
271
Asset Dedication LLC
California
$231K -$28.7K -506 -12%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$228K
MG
273
Mather Group
Illinois
$225K +$211K +3,730 New
AF
274
Allworth Financial
California
$213K
AWM
275
Axxcess Wealth Management
California
$204K +$191K +3,369 New

AVDE Hedge Fund Activity: Q4 2023 in Review

303 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2023, worth a combined $3.1B — up 30% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDE positions and 7 closed out — a net gain of 65 holders — while 149 added to existing stakes and 57 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $110M. The largest seller was Jane Street, cutting an estimated $15.7M.

  • 303 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2023, up from 242 in Q3 2023.
  • Funds reported $3.1B of Avantis International Equity ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 72 funds opened new Avantis International Equity ETF positions in Q4 2023 and 7 closed out, a net change of +65 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2023 was Annex Advisory Services, an estimated $110M added.
  • The largest Avantis International Equity ETF seller in Q4 2023 was Jane Street, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.