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Avantis International Equity ETF
AVDE

63 hedge funds and large institutions have $553M invested in Avantis International Equity ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

40% more funds holding

Funds holding: 45 → 63 (+18)

38% more capital invested

Capital invested by funds: $399M → $553M (+$153M)

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

0.83% more ownership

Funds ownership: 60.25% → 61.08% (+0.83%)

Holders
63
Holders Change
+18
Holders Change %
+40%
% of All Funds
1.1%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
18
Increased
35
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WFA
Wipfli Financial Advisors
Wisconsin
+$58.1M
2
AP
Adero Partners
California
+$11.8M
3
MCA
Magnolia Capital Advisors
Mississippi
+$11M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.63M
5
OIA
OneDigital Investment Advisors
Kansas
+$6.28M

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$464K
2
APG
Abacus Planning Group
South Carolina
-$28.9K
3
VCM
Versant Capital Management
Arizona
-$25.3K
4
PWM
Perigon Wealth Management
California
-$1.08K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CGN Advisors
Kansas
$1.92M +$181K +2,839 +10%
SDWIA
27
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.88M +$505K +7,937 +36%
AC
28
Apella Capital
Connecticut
$1.86M +$1.87M +29,459 New
CTC
29
Central Trust Company
Missouri
$1.84M +$1.86M +29,177 New
AF
30
Advisornet Financial
Minnesota
$1.71M +$501K +7,874 +41%
OMC
31
Old Mission Capital
Illinois
$1.55M +$949K +14,915 +154%
CPIG
32
Chicago Partners Investment Group
Illinois
$1.51M +$244K +3,835 +19%
T
33
TRUADVICE
Florida
$1.5M +$300K +4,712 +25%
NWM
34
Northwest Wealth Management
Iowa
$1.24M +$317K +4,987 +34%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.18M +$83.7K +1,316 +8%
AWG
36
Altus Wealth Group
Colorado
$1.03M +$29.3K +460 +3%
LPL Financial
37
LPL Financial
California
$1.01M +$1.02M +16,087 New
RJT
38
Raymond James Trust
Florida
$772K – – –
MFT
39
Moisand Fitzgerald Tamayo
Florida
$772K +$11.7K +184 +2%
APG
40
Abacus Planning Group
South Carolina
$691K -$28.9K -454 -4%
AC
41
Applied Capital
Arkansas
$691K +$150K +2,364 +27%
PWM
42
Perigon Wealth Management
California
$669K -$1.08K -17 -0.2%
SCM
43
SOL Capital Management
Maryland
$505K +$509K +8,004 New
SC
44
Savant Capital
Illinois
$427K +$431K +6,777 New
GRP
45
Global Retirement Partners
California
$401K +$404K +6,354 New
CW
46
CreativeOne Wealth
Kansas
$389K +$162K +2,545 +70%
OPS
47
Orion Portfolio Solutions
Nebraska
$367K +$39.8K +626 +12%
IWM
48
IHT Wealth Management
Illinois
$322K +$324K +5,100 New
Morgan Stanley
49
Morgan Stanley
New York
$321K +$194K +3,047 +149%
TFO
50
Tarbox Family Office
California
$301K – – –
1
2
3

AVDE Hedge Fund Activity: Q2 2021 in Review

63 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q2 2021, worth a combined $553M — up 38% from $399M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AVDE positions and 0 closed out — a net gain of 18 holders — while 35 added to existing stakes and 4 trimmed.

The largest buyer was Wipfli Financial Advisors, opening a new position worth an estimated $58.1M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $464K.

  • 63 institutional investors held Avantis International Equity ETF (AVDE) as of Q2 2021, up from 45 in Q1 2021.
  • Funds reported $553M of Avantis International Equity ETF stock for Q2 2021, up 38% quarter-over-quarter.
  • 18 funds opened new Avantis International Equity ETF positions in Q2 2021 and 0 closed out, a net change of +18 holders.
  • The largest Avantis International Equity ETF buyer in Q2 2021 was Wipfli Financial Advisors, an estimated $58.1M added.
  • The largest Avantis International Equity ETF seller in Q2 2021 was Signature Estate & Investment Advisors, an estimated $464K sold.

Based on aggregated 13F filings for Q2 2021.