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Avantis International Equity ETF

318 hedge funds and large institutions have $3.4B invested in Avantis International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

65% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 94

10% more capital invested

Capital invested by funds: $3.1B → $3.4B (+$297M)

5% more funds holding

Funds holding: 303318 (+15)

0% more funds holding in top 10

Funds holding in top 10: 5959 (0)

3.36% less ownership

Funds ownership: 81.75%78.39% (-3.4%)

Holders
318
Holders Change
+15
Holders Change %
+4.95%
% of All Funds
4.58%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
32
Increased
155
Reduced
94
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$36.1M +$145K +2,380 +0.4%
CA
27
CGN Advisors
Kansas
$29.5M +$3.58M +58,857 +15%
JWM
28
Janiczek Wealth Management
Colorado
$29.2M +$1.31M +21,526 +5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$28.9M +$720K +11,831 +3%
RW
30
RVW Wealth
California
$28.7M -$254K -4,171 -0.9%
DPI
31
Diversified Portfolios Inc
Michigan
$28.4M +$3.39M +55,776 +14%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$26.5M +$2.05M +33,764 +9%
Wells Fargo
33
Wells Fargo
California
$26M +$3.26M +53,542 +15%
BWP
34
BSW Wealth Partners
Colorado
$26M +$23.7M +389,440 +2,144%
UBS Group
35
UBS Group
Switzerland
$22.9M +$1.61M +26,464 +8%
EWM
36
Executive Wealth Management
Michigan
$22.9M -$14.2M -233,935 -39%
QFA
37
Quantum Financial Advisors
California
$22.7M +$330K +5,417 +2%
Bank of America
38
Bank of America
North Carolina
$21M -$7.8M -128,268 -28%
HIP
39
HUB Investment Partners
Texas
$20.6M +$489K +8,045 +3%
RLIM
40
Red Lighthouse Investment Management
New York
$20.5M +$198K +3,258 +1%
CCWM
41
Correct Capital Wealth Management
Missouri
$20.2M +$28.7K +471 +0.1%
CPA
42
Cardiff Park Advisors
California
$19.3M +$452K +7,433 +3%
GWM
43
Grand Wealth Management
Michigan
$19.3M +$2.06M +33,873 +13%
BWS
44
BCR Wealth Strategies
Alabama
$18.9M +$204K +3,345 +1%
SHFA
45
SC&H Financial Advisors
Maryland
$18.7M +$871K +14,310 +5%
KF
46
Krilogy Financial
Missouri
$18.3M -$39.9K -655 -0.2%
TFO
47
Tarbox Family Office
California
$18.1M +$1.77M +29,145 +11%
AFS
48
Annapolis Financial Services
Maryland
$17.7M -$8.27M -135,943 -33%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$17.5M +$1.4M +23,091 +9%
FIA
50
Foundations Investment Advisors
Arizona
$17.3M +$2.74M +44,994 +20%

AVDE Hedge Fund Activity: Q1 2024 in Review

318 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2024, worth a combined $3.4B — up 9.6% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVDE positions and 15 closed out — a net gain of 17 holders — while 155 added to existing stakes and 94 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 318 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2024, up from 303 in Q4 2023.
  • Funds reported $3.4B of Avantis International Equity ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 32 funds opened new Avantis International Equity ETF positions in Q1 2024 and 15 closed out, a net change of +17 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $51.3M added.
  • The largest Avantis International Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.