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Avantis International Equity ETF

109 hedge funds and large institutions have $766M invested in Avantis International Equity ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 48 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

336% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 11

143% more funds holding in top 10

Funds holding in top 10: 717 (+10)

49% more funds holding

Funds holding: 73109 (+36)

33% more capital invested

Capital invested by funds: $574M → $766M (+$192M)

7.1% more ownership

Funds ownership: 58.31%65.41% (+7.1%)

Holders
109
Holders Change
+36
Holders Change %
+49.32%
% of All Funds
1.68%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.26%
New
44
Increased
48
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$1.57M +$1.26M +19,842 +404%
AFS
52
Annapolis Financial Services
Maryland
$1.54M +$1.55M +24,338 New
W
53
WorthPointe
California
$1.53M +$1.54M +24,311 New
SC
54
Savant Capital
Illinois
$1.36M +$527K +8,292 +63%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$1.35M +$86.7K +1,365 +7%
AP
56
Advisor Partners
California
$1.28M +$1.29M +20,268 New
SIC
57
SJS Investment Consulting
Ohio
$1.25M +$1.25M +19,724 New
PAS
58
Park Avenue Securities
New York
$1.19M +$915K +14,395 +333%
T
59
TRUADVICE
Florida
$1.14M +$159K +2,497 +16%
AWG
60
Altus Wealth Group
Colorado
$1.04M -$318 -5 -0%
SB
61
Strategic Blueprint
Georgia
$966K +$968K +15,236 New
HA
62
Herold Advisors
New York
$954K +$750K +11,799 +361%
MFG
63
Magnus Financial Group
New York
$940K -$15.6K -246 -2%
TFA
64
Triad Financial Advisors
North Carolina
$919K +$921K +14,490 New
ASFA
65
All Season Financial Advisors
Colorado
$878K +$880K +13,851 New
AC
66
Applied Capital
Arkansas
$782K +$38.2K +601 +5%
APG
67
Abacus Planning Group
South Carolina
$781K +$104K +1,642 +15%
RJT
68
Raymond James Trust
Florida
$776K
HIGP
69
Hill Investment Group Partners
Missouri
$760K +$762K +11,997 New
PWM
70
Perigon Wealth Management
California
$741K +$47.9K +753 +7%
OPS
71
Orion Portfolio Solutions
Nebraska
$714K +$257K +4,050 +56%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$696K +$244K +3,835 +54%
MAM
73
Marquette Asset Management
Minnesota
$622K +$381K +5,993 +157%
MRWM
74
ML&R Wealth Management
Texas
$615K +$617K +9,702 New
GTAM
75
Global Trust Asset Management
Florida
$596K +$365K +5,751 +157%

AVDE Hedge Fund Activity: Q4 2021 in Review

109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2021, worth a combined $766M — up 33% from $574M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVDE positions and 8 closed out — a net gain of 36 holders — while 48 added to existing stakes and 11 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $41.3M. The largest seller was Waypoint Wealth Partners, cutting an estimated $8.09M.

  • 109 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $766M of Avantis International Equity ETF stock for Q4 2021, up 33% quarter-over-quarter.
  • 44 funds opened new Avantis International Equity ETF positions in Q4 2021 and 8 closed out, a net change of +36 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2021 was OneDigital Investment Advisors, an estimated $41.3M added.
  • The largest Avantis International Equity ETF seller in Q4 2021 was Waypoint Wealth Partners, an estimated $8.09M sold.

Based on aggregated 13F filings for Q4 2021.