Avantis International Equity ETF
AVDE
318 hedge funds and large institutions have $3.4B invested in Avantis International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 94 reducing their positions, and 15 closing their positions.
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
65% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 94
10% more capital invested
Capital invested by funds: $3.1B → $3.4B (+$297M)
5% more funds holding
Funds holding: 303 → 318 (+15)
0% more funds holding in top 10
Funds holding in top 10: 59 → 59 (0)
3.36% less ownership
Funds ownership: 81.75% → 78.39% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$51.3M |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$23.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$19.2M |
| 4 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
+$16.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.3M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$14.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$12.3M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$10.4M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$10.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Mercer Global Advisors
Denver,
Colorado
| – | -$721K | -11,933 | Closed |
|
|
EWA
327
EP Wealth Advisors
Torrance,
California
| – | -$281K | -4,650 | Closed |
|
|
SIS
328
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$163K | -2,700 | Closed |
|
|
AWM
329
Able Wealth Management
Toms River,
New Jersey
| – | -$16.6K | -275 | Closed |
|
|
MSWM
330
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$8.12K | -134 | Closed |
|
|
OP
331
ORG Partners
Roanoke,
Indiana
| – | -$6.04K | -100 | Closed |
|
332
First Manhattan
New York
| – | -$1.93K | -32 | Closed |
|
333
AssetMark Inc
Concord,
California
| – | -$786 | -13 | Closed |
|
AVDE Hedge Fund Activity: Q1 2024 in Review
318 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2024, worth a combined $3.4B — up 9.6% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AVDE positions and 15 closed out — a net gain of 17 holders — while 155 added to existing stakes and 94 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.
- 318 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2024, up from 303 in Q4 2023.
- Funds reported $3.4B of Avantis International Equity ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
- 32 funds opened new Avantis International Equity ETF positions in Q1 2024 and 15 closed out, a net change of +17 holders.
- The largest Avantis International Equity ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $51.3M added.
- The largest Avantis International Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.
Based on aggregated 13F filings for Q1 2024.