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Avantis International Equity ETF
AVDE

222 hedge funds and large institutions have $1.94B invested in Avantis International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,633% more call options, than puts

Call options by funds: $1M | Put options by funds: $6K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

136% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 50

13% more capital invested

Capital invested by funds: $1.72B → $1.94B (+$218M)

12% more funds holding in top 10

Funds holding in top 10: 43 → 48 (+5)

10% more funds holding

Funds holding: 201 → 222 (+21)

3.15% less ownership

Funds ownership: 77.79% → 74.65% (-3.1%)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.54%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.76%
New
35
Increased
118
Reduced
50
Closed
10
Calls
$1M
Puts
$6K
Net Calls
+$998K
Net Calls Change
+$1.17M

Top Buyers

1
WP
WMS Partners
Maryland
+$20.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$20.4M
3
RWM
Rockwood Wealth Management
Pennsylvania
+$16.8M
4
EWM
Executive Wealth Management
Michigan
+$15.8M
5
JWM
Janiczek Wealth Management
Colorado
+$12.6M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$67.9M
2
Jane Street
Jane Street
New York
-$26M
3
Citadel Advisors
Citadel Advisors
Florida
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$11.7M
5
SHWM
Silicon Hills Wealth Management
Texas
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$24.4M +$3.42M +60,628 +17%
FIC
27
Family Investment Center
Missouri
$21.7M +$782K +13,881 +4%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$20.7M +$20.4M +362,532 New
CA
29
CGN Advisors
Kansas
$18.7M +$884K +15,691 +5%
RLIM
30
Red Lighthouse Investment Management
New York
$17.2M -$249K -4,417 -1%
BWS
31
BCR Wealth Strategies
Alabama
$17M -$293K -5,208 -2%
QFA
32
Quantum Financial Advisors
California
$16.9M -$309K -5,490 -2%
DPI
33
Diversified Portfolios Inc
Michigan
$16.5M +$233K +4,139 +1%
CPA
34
Cardiff Park Advisors
California
$15.7M +$89.5K +1,588 +0.6%
BA
35
Bridgewater Advisors
New York
$15.6M +$1.54M +27,261 +11%
Morgan Stanley
36
Morgan Stanley
New York
$15.6M +$6.81M +120,933 +79%
CFS
37
Cannon Financial Strategists
Georgia
$14.8M +$707K +12,555 +5%
WFA
38
Websterrogers Financial Advisors
South Carolina
$14.3M -$1.21M -21,386 -8%
SHFA
39
SC&H Financial Advisors
Maryland
$13.6M +$169K +2,997 +1%
SB
40
Strategic Blueprint
Georgia
$13.6M +$131K +2,316 +1%
AFS
41
Annapolis Financial Services
Maryland
$13.5M +$2.84M +50,344 +27%
TWA
42
Trellis Wealth Advisors
California
$13.4M +$928K +16,471 +8%
CCM
43
Chilton Capital Management
Texas
$13.2M +$400K +7,103 +3%
GWM
44
Grand Wealth Management
Michigan
$12.3M +$1.27M +22,613 +12%
SP
45
Symmetry Partners
Connecticut
$12.2M -$394K -7,000 -3%
AC
46
AWM Capital
Arizona
$11.9M -$164K -2,919 -1%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$11.3M +$1.91M +33,836 +21%
UBS Group
48
UBS Group
Switzerland
$11.2M +$6.2M +110,086 +126%
HNWA
49
Henrickson Nauta Wealth Advisors
Michigan
$10.9M -$185K -3,280 -2%
WWP
50
WR Wealth Planners
Missouri
$10.7M +$5.83M +103,550 +122%
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AVDE Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2023, worth a combined $1.94B — up 13% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVDE positions and 10 closed out — a net gain of 25 holders — while 118 added to existing stakes and 50 trimmed.

The largest buyer was WMS Partners, adding an estimated $20.8M. The largest seller was Creative Planning, cutting an estimated $67.9M.

  • 222 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2023, up from 201 in Q4 2022.
  • Funds reported $1.94B of Avantis International Equity ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 35 funds opened new Avantis International Equity ETF positions in Q1 2023 and 10 closed out, a net change of +25 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2023 was WMS Partners, an estimated $20.8M added.
  • The largest Avantis International Equity ETF seller in Q1 2023 was Creative Planning, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2023.