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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
SIS
276
Sound Income Strategies
Florida
$163K +$153K +2,700 New
CAM
277
Clarity Asset Management
Iowa
$157K +$147K +2,603 New
WP
278
WealthShield Partners
North Carolina
$145K +$113K +2,000 +500%
PTC
279
Private Trust Company
Ohio
$126K
DWM
280
Dogwood Wealth Management
Kansas
$104K +$97.5K +1,722 New
RFG
281
REAP Financial Group
Texas
$103K +$96.7K +1,707 New
NS
282
NBC Securities
Alabama
$64K +$60.1K +1,061 New
CAS
283
Coppell Advisory Solutions
Texas
$52.9K +$49.6K +876 New
IGWM
284
ICA Group Wealth Management
Colorado
$42.3K +$39.6K +700 New
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$37.1K +$34.5K +610 +30,500%
EWA
286
Elevate Wealth Advisory
Georgia
$33.5K +$31.4K +555 New
MAM
287
Marquette Asset Management
Minnesota
$30K
PFBT
288
Parkside Financial Bank & Trust
Missouri
$22.2K +$20.8K +367 New
AWM
289
Able Wealth Management
New Jersey
$16.6K +$15.6K +275 New
Jones Financial Companies
290
Jones Financial Companies
Missouri
$15.1K +$14.2K +250 New
ACA
291
Aptus Capital Advisors
Alabama
$9.67K +$9.06K +160 New
GWANC
292
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.67K +$9.06K +160 New
MSWM
293
McGlone Suttner Wealth Management
Wisconsin
$8.12K +$7.59K +134 New
T
294
Tidemark
California
$8.1K +$7.59K +134 New
OP
295
ORG Partners
Indiana
$6.04K +$5.66K +100 New
RWM
296
Ruedi Wealth Management
Illinois
$3.35K +$3.12K +55 +5,500%
NP
297
NorthRock Partners
Minnesota
$2.63K +$2.49K +44 New
PB
298
Pinnacle Bancorp
Nebraska
$2.12K
First Manhattan
299
First Manhattan
New York
$1.93K +$1.81K +32 New
KFI
300
Key Financial Inc
Pennsylvania
$1.03K

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.