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Avantis International Equity ETF

201 hedge funds and large institutions have $1.72B invested in Avantis International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

73% more capital invested

Capital invested by funds: $998M → $1.72B (+$724M)

48% more funds holding in top 10

Funds holding in top 10: 2943 (+14)

30% more funds holding

Funds holding: 155201 (+46)

9.12% more ownership

Funds ownership: 68.68%77.79% (+9.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $170K

Holders
201
Holders Change
+46
Holders Change %
+29.68%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+48.28%
% of All Funds
0.69%
New
57
Increased
94
Reduced
39
Closed
6
Calls
Puts
$170K
Net Calls
-$170K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$8.1M +$2.09M +40,966 +37%
VWA
52
V Wealth Advisors
Kansas
$7.93M -$6.57K -129 -0.1%
AF
53
Advisornet Financial
Minnesota
$7.82M +$30.4K +597 +0.4%
BEW
54
Burton Enright Welch
California
$7.72M +$3.03M +59,540 +70%
SHWM
55
Silicon Hills Wealth Management
Texas
$7.62M -$839K -16,479 -10%
HFA
56
Highland Financial Advisors
New Jersey
$7.51M +$1.68M +33,070 +31%
LFG
57
Larson Financial Group
Missouri
$7.01M +$6.71M +131,755 New
TWA
58
TCI Wealth Advisors
Arizona
$6.78M +$3.81M +74,721 +142%
FWP
59
FAS Wealth Partners
Kansas
$6.12M +$5.86M +114,992 New
LFS
60
Lutz Financial Services
Nebraska
$6.11M +$5.85M +114,814 New
GPWA
61
Great Point Wealth Advisors
Massachusetts
$6M +$3.66M +71,776 +175%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$6M +$2.39M +46,859 +71%
PAS
63
Park Avenue Securities
New York
$5.99M +$2.03M +39,877 +55%
SWA
64
Sax Wealth Advisors
New Jersey
$5.98M +$1.3M +25,555 +29%
TWD
65
True Wealth Design
Ohio
$5.81M +$5.56M +109,166 New
HIGP
66
Hill Investment Group Partners
Missouri
$5.45M +$1.91M +37,511 +58%
EK
67
Evensky & Katz
Florida
$5.43M -$379K -7,448 -7%
W
68
WorthPointe
California
$5.4M +$1.06M +20,849 +26%
SRC
69
Sage Rhino Capital
California
$4.73M -$189K -3,712 -4%
SWA
70
ShankerValleau Wealth Advisors
Illinois
$4.72M -$259K -5,085 -5%
UBS Group
71
UBS Group
Switzerland
$4.64M +$2.42M +47,562 +120%
WWP
72
WR Wealth Planners
Missouri
$4.5M +$4.31M +84,553 +169,106%
SEIA
73
Signature Estate & Investment Advisors
California
$4.48M -$352K -6,910 -8%
CFO
74
CVA Family Office
Colorado
$4.47M +$1.77M +34,715 +70%
HIA
75
HTG Investment Advisors
Connecticut
$4.19M +$4.01M +78,725 New

AVDE Hedge Fund Activity: Q4 2022 in Review

201 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2022, worth a combined $1.72B — up 73% from $998M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AVDE positions and 6 closed out — a net gain of 51 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $145M. The largest seller was OneDigital Investment Advisors, cutting an estimated $40.5M.

  • 201 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.72B of Avantis International Equity ETF stock for Q4 2022, up 73% quarter-over-quarter.
  • 57 funds opened new Avantis International Equity ETF positions in Q4 2022 and 6 closed out, a net change of +51 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $145M added.
  • The largest Avantis International Equity ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2022.