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Avantis International Equity ETF
AVDE

155 hedge funds and large institutions have $998M invested in Avantis International Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

12% more funds holding in top 10

Funds holding in top 10: 26 → 29 (+3)

5% more capital invested

Capital invested by funds: $949M → $998M (+$48.9M)

5% more funds holding

Funds holding: 148 → 155 (+7)

0.61% less ownership

Funds ownership: 69.29% → 68.68% (-0.61%)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.67%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.5%
New
24
Increased
91
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWM
Rockwood Wealth Management
Pennsylvania
+$28.9M
2
WP
WMS Partners
Maryland
+$19.1M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$15.5M
4
Bank of America
Bank of America
North Carolina
+$13.1M
5
CCM
Chilton Capital Management
Texas
+$11.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$16M
2
EWM
Executive Wealth Management
Michigan
-$9.22M
3
OIA
OneDigital Investment Advisors
Kansas
-$5.86M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.84M
5
BEW
Burton Enright Welch
California
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Chilton Capital Management
Texas
$10.4M +$11.6M +227,999 New
SP
27
Symmetry Partners
Connecticut
$10.1M +$2.14M +42,000 +23%
SHFA
28
SC&H Financial Advisors
Maryland
$10.1M +$1.09M +21,428 +11%
DPI
29
Diversified Portfolios Inc
Michigan
$9.41M +$8.87M +174,324 +544%
SB
30
Strategic Blueprint
Georgia
$9.31M +$1.52M +29,945 +17%
CFS
31
Cannon Financial Strategists
Georgia
$9.29M +$6.66M +130,989 +180%
JWM
32
Janiczek Wealth Management
Colorado
$9.27M +$248K +4,878 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.5M +$1.86M +36,657 +24%
CA
34
CGN Advisors
Kansas
$8.32M +$3.21M +63,043 +53%
HNWA
35
Henrickson Nauta Wealth Advisors
Michigan
$8.11M +$645K +12,671 +8%
GWM
36
Grand Wealth Management
Michigan
$7.36M +$3.04M +59,810 +59%
SHWM
37
Silicon Hills Wealth Management
Texas
$7.29M +$680K +13,370 +9%
H6H
38
Hightower 6M Holding
Kansas
$7.15M +$318K +6,245 +4%
VWA
39
V Wealth Advisors
Kansas
$6.81M +$1.01M +19,946 +15%
AF
40
Advisornet Financial
Minnesota
$6.68M +$143K +2,812 +2%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$5.91M +$2.46M +48,392 +60%
Morgan Stanley
42
Morgan Stanley
New York
$5.08M -$575K -11,295 -9%
EK
43
Evensky & Katz
Florida
$5M +$5.57M +109,577 New
HFA
44
Highland Financial Advisors
New Jersey
$4.93M +$47.8K +940 +0.9%
AFS
45
Annapolis Financial Services
Maryland
$4.41M +$1.46M +28,698 +42%
PFO
46
Pathstone Family Office
New Jersey
$4.34M +$2.44M +48,041 +102%
SWA
47
ShankerValleau Wealth Advisors
Illinois
$4.28M +$268K +5,263 +6%
SRC
48
Sage Rhino Capital
California
$4.23M +$431K +8,481 +10%
SEIA
49
Signature Estate & Investment Advisors
California
$4.15M +$286K +5,621 +7%
SWA
50
Sax Wealth Advisors
New Jersey
$3.96M +$2.55M +50,188 +137%
1
2
3 4 5

AVDE Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2022, worth a combined $998M — up 5.2% from $949M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVDE positions and 16 closed out — a net gain of 8 holders — while 91 added to existing stakes and 26 trimmed.

The largest buyer was Rockwood Wealth Management, adding an estimated $28.9M. The largest seller was Jane Street, cutting an estimated $16M.

  • 155 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2022, up from 148 in Q2 2022.
  • Funds reported $998M of Avantis International Equity ETF stock for Q3 2022, up 5.2% quarter-over-quarter.
  • 24 funds opened new Avantis International Equity ETF positions in Q3 2022 and 16 closed out, a net change of +8 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2022 was Rockwood Wealth Management, an estimated $28.9M added.
  • The largest Avantis International Equity ETF seller in Q3 2022 was Jane Street, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.