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Avantis International Equity ETF

303 hedge funds and large institutions have $3.1B invested in Avantis International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 7

161% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 57

30% more capital invested

Capital invested by funds: $2.39B → $3.1B (+$712M)

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

25% more funds holding

Funds holding: 242303 (+61)

6.32% more ownership

Funds ownership: 75.42%81.75% (+6.3%)

Holders
303
Holders Change
+61
Holders Change %
+25.21%
% of All Funds
4.42%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.86%
New
72
Increased
149
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
26
Greenup Street Wealth Management
Michigan
$33.4M -$13.5M -239,156 -30%
AP
27
Atwood & Palmer
Missouri
$32.5M +$706K +12,460 +2%
Bank of America
28
Bank of America
North Carolina
$27.6M -$1.97M -34,723 -7%
RW
29
RVW Wealth
California
$27.4M -$26.2K -463 -0.1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$26.7M +$1.1M +19,370 +5%
JWM
31
Janiczek Wealth Management
Colorado
$26.4M -$259K -4,565 -1%
AFS
32
Annapolis Financial Services
Maryland
$25M +$5.88M +103,740 +33%
CA
33
CGN Advisors
Kansas
$24.4M +$863K +15,230 +4%
DPI
34
Diversified Portfolios Inc
Michigan
$23.5M +$3.6M +63,589 +20%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$23.1M +$3.93M +69,348 +22%
Wells Fargo
36
Wells Fargo
California
$21.4M +$7.12M +125,747 +55%
QFA
37
Quantum Financial Advisors
California
$21.2M +$2.98M +52,559 +18%
FIC
38
Family Investment Center
Missouri
$20.5M +$714K +12,608 +4%
UBS Group
39
UBS Group
Switzerland
$20.1M +$3.44M +60,803 +22%
RLIM
40
Red Lighthouse Investment Management
New York
$19.2M +$422K +7,457 +2%
CCWM
41
Correct Capital Wealth Management
Missouri
$19.1M +$17.9M +316,229 New
HIP
42
HUB Investment Partners
Texas
$19.1M +$1.53M +27,034 +9%
CPA
43
Cardiff Park Advisors
California
$17.8M +$445K +7,864 +3%
BWS
44
BCR Wealth Strategies
Alabama
$17.7M +$168K +2,969 +1%
KF
45
Krilogy Financial
Missouri
$17.4M +$12.9M +227,003 +377%
SHFA
46
SC&H Financial Advisors
Maryland
$16.8M +$1.2M +21,171 +8%
BA
47
Bridgewater Advisors
New York
$16.5M -$484K -8,538 -3%
GWM
48
Grand Wealth Management
Michigan
$16.2M +$1.61M +28,464 +12%
SF
49
Symphony Financial
Texas
$16.1M +$6.98M +123,265 +83%
CFS
50
Cannon Financial Strategists
Georgia
$15.9M +$443K +7,814 +3%

AVDE Hedge Fund Activity: Q4 2023 in Review

303 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2023, worth a combined $3.1B — up 30% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDE positions and 7 closed out — a net gain of 65 holders — while 149 added to existing stakes and 57 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $110M. The largest seller was Jane Street, cutting an estimated $15.7M.

  • 303 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2023, up from 242 in Q3 2023.
  • Funds reported $3.1B of Avantis International Equity ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 72 funds opened new Avantis International Equity ETF positions in Q4 2023 and 7 closed out, a net change of +65 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2023 was Annex Advisory Services, an estimated $110M added.
  • The largest Avantis International Equity ETF seller in Q4 2023 was Jane Street, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.