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Avantis International Equity ETF
AVDE

201 hedge funds and large institutions have $1.72B invested in Avantis International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

73% more capital invested

Capital invested by funds: $998M → $1.72B (+$724M)

48% more funds holding in top 10

Funds holding in top 10: 29 → 43 (+14)

30% more funds holding

Funds holding: 155 → 201 (+46)

9.12% more ownership

Funds ownership: 68.68% → 77.79% (+9.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $170K

Holders
201
Holders Change
+46
Holders Change %
+29.68%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+48.28%
% of All Funds
0.69%
New
57
Increased
94
Reduced
39
Closed
6
Calls
–
Puts
$170K
Net Calls
-$170K
Net Calls Change
-$170K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$145M
2
HighTower Advisors
HighTower Advisors
Illinois
+$80.9M
3
Jane Street
Jane Street
New York
+$51.8M
4
AP
Atwood & Palmer
Missouri
+$23.5M
5
WP
WMS Partners
Maryland
+$21.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$40.5M
2
WFA
Websterrogers Financial Advisors
South Carolina
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12.8M
4
WCA
Waypoint Capital Advisors
Minnesota
-$4.81M
5
PFO
Pathstone Family Office
New Jersey
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CGN Advisors
Kansas
$16.6M +$6.62M +130,038 +71%
RLIM
27
Red Lighthouse Investment Management
New York
$16.3M +$15.6M +305,718 New
BWS
28
BCR Wealth Strategies
Alabama
$16.1M +$366K +7,177 +2%
QFA
29
Quantum Financial Advisors
California
$16.1M +$2.27M +44,565 +17%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$16M +$12.5M +245,521 +451%
DPI
31
Diversified Portfolios Inc
Michigan
$15.1M +$3.98M +78,074 +38%
CPA
32
Cardiff Park Advisors
California
$14.6M +$12.4M +244,333 +815%
WFA
33
Websterrogers Financial Advisors
South Carolina
$14.5M -$13.1M -256,684 -48%
EWM
34
Executive Wealth Management
Michigan
$13.6M +$12.5M +245,644 +2,648%
CFS
35
Cannon Financial Strategists
Georgia
$13.1M +$2.21M +43,299 +21%
BA
36
Bridgewater Advisors
New York
$13.1M +$11.7M +229,882 +1,419%
SB
37
Strategic Blueprint
Georgia
$12.6M +$1.67M +32,720 +16%
SHFA
38
SC&H Financial Advisors
Maryland
$12.6M +$775K +15,223 +7%
CCM
39
Chilton Capital Management
Texas
$11.9M -$179K -3,522 -2%
SP
40
Symmetry Partners
Connecticut
$11.8M – – –
JWM
41
Janiczek Wealth Management
Colorado
$11.7M +$355K +6,976 +3%
TWA
42
Trellis Wealth Advisors
California
$11.6M +$11.1M +218,439 New
KAS
43
Kestra Advisory Services
Texas
$11.3M +$10.8M +212,585 New
AC
44
AWM Capital
Arizona
$11.3M -$32.6K -640 -0.3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$10.4M +$468K +9,184 +5%
HNWA
46
Henrickson Nauta Wealth Advisors
Michigan
$10.3M +$821K +16,121 +9%
GWM
47
Grand Wealth Management
Michigan
$10.3M +$1.64M +32,102 +20%
AFS
48
Annapolis Financial Services
Maryland
$9.88M +$4.53M +89,024 +92%
PCM
49
Passive Capital Management
Maryland
$8.73M +$4.1M +80,498 +96%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8.7M +$1.74M +34,106 +26%
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AVDE Hedge Fund Activity: Q4 2022 in Review

201 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2022, worth a combined $1.72B — up 73% from $998M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AVDE positions and 6 closed out — a net gain of 51 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $145M. The largest seller was OneDigital Investment Advisors, cutting an estimated $40.5M.

  • 201 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.72B of Avantis International Equity ETF stock for Q4 2022, up 73% quarter-over-quarter.
  • 57 funds opened new Avantis International Equity ETF positions in Q4 2022 and 6 closed out, a net change of +51 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $145M added.
  • The largest Avantis International Equity ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2022.