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Avantis International Equity ETF

232 hedge funds and large institutions have $2.35B invested in Avantis International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

134% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 58

21% more capital invested

Capital invested by funds: $1.94B → $2.35B (+$412M)

5% more funds holding

Funds holding: 222232 (+10)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1.98% more ownership

Funds ownership: 74.65%76.63% (+2%)

Holders
232
Holders Change
+10
Holders Change %
+4.5%
% of All Funds
3.64%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
22
Increased
136
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$25M -$365K -6,327 -1%
JWM
27
Janiczek Wealth Management
Colorado
$24.9M +$126K +2,177 +0.5%
FIC
28
Family Investment Center
Missouri
$22.6M +$754K +13,051 +3%
Morgan Stanley
29
Morgan Stanley
New York
$21.5M +$5.85M +101,365 +37%
CA
30
CGN Advisors
Kansas
$20.6M +$1.8M +31,207 +10%
RLIM
31
Red Lighthouse Investment Management
New York
$17.9M +$566K +9,797 +3%
DPI
32
Diversified Portfolios Inc
Michigan
$17.8M +$1.24M +21,469 +7%
QFA
33
Quantum Financial Advisors
California
$16.9M -$129K -2,226 -0.8%
BWS
34
BCR Wealth Strategies
Alabama
$16.8M -$268K -4,647 -2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$16.4M -$4.99M -86,490 -24%
Bank of America
36
Bank of America
North Carolina
$16.3M +$8.89M +154,013 +118%
Citadel Advisors
37
Citadel Advisors
Florida
$16.2M +$16.3M +283,012 New
CPA
38
Cardiff Park Advisors
California
$15.9M +$106K +1,831 +0.7%
BA
39
Bridgewater Advisors
New York
$15.9M +$234K +4,053 +1%
HIP
40
HUB Investment Partners
Texas
$15.6M +$15.7M +272,159 New
AFS
41
Annapolis Financial Services
Maryland
$15.4M +$1.87M +32,356 +14%
CFS
42
Cannon Financial Strategists
Georgia
$14.7M -$182K -3,150 -1%
SHFA
43
SC&H Financial Advisors
Maryland
$14.4M +$666K +11,536 +5%
WFA
44
Websterrogers Financial Advisors
South Carolina
$14.2M -$258K -4,461 -2%
TWA
45
Trellis Wealth Advisors
California
$13.8M +$338K +5,857 +2%
CCM
46
Chilton Capital Management
Texas
$13.7M +$388K +6,713 +3%
UBS Group
47
UBS Group
Switzerland
$13.4M +$2.14M +37,002 +19%
SB
48
Strategic Blueprint
Georgia
$13.4M -$285K -4,943 -2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$13.1M +$13.2M +228,309 New
GWM
50
Grand Wealth Management
Michigan
$13M +$571K +9,881 +5%

AVDE Hedge Fund Activity: Q2 2023 in Review

232 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q2 2023, worth a combined $2.35B — up 21% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVDE positions and 9 closed out — a net gain of 13 holders — while 136 added to existing stakes and 58 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $156M. The largest seller was Creative Planning, cutting an estimated $8.49M.

  • 232 institutional investors held Avantis International Equity ETF (AVDE) as of Q2 2023, up from 222 in Q1 2023.
  • Funds reported $2.35B of Avantis International Equity ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 22 funds opened new Avantis International Equity ETF positions in Q2 2023 and 9 closed out, a net change of +13 holders.
  • The largest Avantis International Equity ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $156M added.
  • The largest Avantis International Equity ETF seller in Q2 2023 was Creative Planning, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2023.