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Avantis International Equity ETF

344 hedge funds and large institutions have $4.27B invested in Avantis International Equity ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 186 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 82

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $3.66B → $4.27B (+$606M)

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

4% more funds holding

Funds holding: 330344 (+14)

8.21% less ownership

Funds ownership: 87.82%79.6% (-8.2%)

Holders
344
Holders Change
+14
Holders Change %
+4.24%
% of All Funds
4.94%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.85%
New
31
Increased
186
Reduced
82
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
BSW Wealth Partners
Colorado
$40M +$1.42M +22,074 +4%
DPI
27
Diversified Portfolios Inc
Michigan
$38.8M +$4.79M +74,552 +15%
WCA
28
Waypoint Capital Advisors
Minnesota
$37.9M -$4.03M -62,759 -10%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$36.8M +$9.16M +142,579 +35%
CA
30
CGN Advisors
Kansas
$34.9M +$2.71M +42,209 +9%
Ameriprise
31
Ameriprise
Minnesota
$31.5M +$22.1M +343,958 +272%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$29.8M +$489K +7,615 +2%
Wells Fargo
33
Wells Fargo
California
$29.1M +$1.42M +22,044 +5%
CAM
34
Cresset Asset Management
Illinois
$29.1M +$3.43M +53,429 +14%
RW
35
RVW Wealth
California
$27.7M -$872K -13,572 -3%
UBS Group
36
UBS Group
Switzerland
$27M +$229K +3,565 +0.9%
QFA
37
Quantum Financial Advisors
California
$26.6M +$1.65M +25,731 +7%
EWM
38
Executive Wealth Management
Michigan
$26.2M +$25.1M +390,808 New
CCWM
39
Correct Capital Wealth Management
Missouri
$25.3M -$3.19M -49,711 -12%
HIP
40
HUB Investment Partners
Texas
$25M +$1.8M +27,994 +8%
SW
41
Simplicity Wealth
New Jersey
$24.8M +$21.6M +336,845 +1,002%
FIA
42
Foundations Investment Advisors
Arizona
$24.1M +$3.85M +59,948 +20%
AFS
43
Annapolis Financial Services
Maryland
$24M +$3.17M +49,287 +16%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$23.5M +$1.89M +29,352 +9%
CPA
45
Cardiff Park Advisors
California
$22.1M +$770K +11,988 +4%
YWM
46
Yardley Wealth Management
Pennsylvania
$21.9M +$21M +326,001 New
SHFA
47
SC&H Financial Advisors
Maryland
$21.6M +$656K +10,212 +3%
BWS
48
BCR Wealth Strategies
Alabama
$21.3M +$882K +13,725 +5%
HFA
49
Highland Financial Advisors
New Jersey
$20.8M +$765K +11,903 +4%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$20.8M +$915K +14,235 +5%

AVDE Hedge Fund Activity: Q3 2024 in Review

344 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2024, worth a combined $4.27B — up 17% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVDE positions and 15 closed out — a net gain of 16 holders — while 186 added to existing stakes and 82 trimmed.

The largest buyer was Annex Advisory Services, adding an estimated $83.3M. The largest seller was Strategic Financial Concepts, cutting an estimated $300M.

  • 344 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $4.27B of Avantis International Equity ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 31 funds opened new Avantis International Equity ETF positions in Q3 2024 and 15 closed out, a net change of +16 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2024 was Annex Advisory Services, an estimated $83.3M added.
  • The largest Avantis International Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.