AVDE icon

Avantis International Equity ETF
AVDE

Overview Fund Activity

221 hedge funds and large institutions have $1.93B invested in Avantis International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+21
Holders Change %
+10.5%
% of All Funds
3.54%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
0.75%
New
35
Increased
117
Reduced
50
Closed
10
Calls
$1M
Puts
$6K
Net Calls
+$998K
Net Calls Change
+$1.17M

Top Buyers

1
WP
1
WMS Partners
Maryland
$71.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$20.7M
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$79.7M
4
EWM
4
Executive Wealth Management
Michigan
$30.5M
5
JWM
5
Janiczek Wealth Management
Colorado
$25.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$93.1M
2
Jane Street
2
Jane Street
New York
$55.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KAS
4
Kestra Advisory Services
Texas
$246K
5
SHWM
5
Silicon Hills Wealth Management
Texas
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$24.4M +$3.46M +60,628 +17%
FIC
27
Family Investment Center
Missouri
$21.7M +$792K +13,881 +4%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$20.7M +$20.7M +362,532 New
CA
29
CGN Advisors
Kansas
$18.7M +$895K +15,691 +5%
RLIM
30
Red Lighthouse Investment Management
New York
$17.2M -$252K -4,417 -1%
BWS
31
BCR Wealth Strategies
Alabama
$17M -$297K -5,208 -2%
QFA
32
Quantum Financial Advisors
California
$16.9M -$313K -5,490 -2%
DPI
33
Diversified Portfolios Inc
Michigan
$16.5M +$236K +4,139 +1%
CPA
34
Cardiff Park Advisors
California
$15.7M +$90.6K +1,588 +0.6%
BA
35
Bridgewater Advisors
New York
$15.6M +$1.55M +27,261 +11%
Morgan Stanley
36
Morgan Stanley
New York
$15.6M +$6.9M +120,933 +79%
CFS
37
Cannon Financial Strategists
Georgia
$14.8M +$716K +12,555 +5%
WFA
38
Websterrogers Financial Advisors
South Carolina
$14.3M -$1.22M -21,386 -8%
SHFA
39
SC&H Financial Advisors
Maryland
$13.6M +$171K +2,997 +1%
SB
40
Strategic Blueprint
Georgia
$13.6M +$132K +2,316 +1%
AFS
41
Annapolis Financial Services
Maryland
$13.5M +$2.87M +50,344 +27%
TWA
42
Trellis Wealth Advisors
California
$13.4M +$939K +16,471 +8%
CCM
43
Chilton Capital Management
Texas
$13.2M +$405K +7,103 +3%
GWM
44
Grand Wealth Management
Michigan
$12.3M +$1.29M +22,613 +12%
SP
45
Symmetry Partners
Connecticut
$12.2M -$399K -7,000 -3%
AC
46
AWM Capital
Arizona
$11.9M -$166K -2,919 -1%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$11.3M +$1.93M +33,836 +21%
UBS Group
48
UBS Group
Switzerland
$11.2M +$6.28M +110,086 +126%
HNWA
49
Henrickson Nauta Wealth Advisors
Michigan
$10.9M -$187K -3,280 -2%
WWP
50
WR Wealth Planners
Missouri
$10.7M +$5.91M +103,550 +122%
1
2
3 4 5