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Avantis International Equity ETF

222 hedge funds and large institutions have $1.94B invested in Avantis International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,633% more call options, than puts

Call options by funds: $1M | Put options by funds: $6K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

136% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 50

13% more capital invested

Capital invested by funds: $1.72B → $1.94B (+$218M)

12% more funds holding in top 10

Funds holding in top 10: 4348 (+5)

10% more funds holding

Funds holding: 201222 (+21)

3.15% less ownership

Funds ownership: 77.79%74.65% (-3.1%)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.54%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.76%
New
35
Increased
118
Reduced
50
Closed
10
Calls
$1M
Puts
$6K
Net Calls
+$998K
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$10.3M +182,507 New
VWA
52
V Wealth Advisors
Kansas
$9.64M +$1.12M +19,814 +13%
PCM
53
Passive Capital Management
Maryland
$9.4M +$42.8K +760 +0.5%
AF
54
Advisornet Financial
Minnesota
$8.56M +$176K +3,124 +2%
BEW
55
Burton Enright Welch
California
$8.41M +$138K +2,454 +2%
HFA
56
Highland Financial Advisors
New Jersey
$8.18M +$127K +2,247 +2%
FIA
57
Foundations Investment Advisors
Arizona
$8.05M +$7.96M +141,202 New
FWP
58
FAS Wealth Partners
Kansas
$7.93M +$1.35M +23,991 +21%
Wells Fargo
59
Wells Fargo
California
$7.65M +$4M +70,961 +112%
LFG
60
Larson Financial Group
Missouri
$7.47M -$40.8K -724 -0.5%
Bank of America
61
Bank of America
North Carolina
$7.43M +$7M +124,243 +2,044%
TWA
62
TCI Wealth Advisors
Arizona
$7.31M +$39.8K +706 +0.6%
SWA
63
Sax Wealth Advisors
New Jersey
$7.25M +$831K +14,749 +13%
EWP
64
Elevation Wealth Partners
California
$7.02M +$6.93M +123,006 New
LFS
65
Lutz Financial Services
Nebraska
$6.93M +$373K +6,615 +6%
CFO
66
CVA Family Office
Colorado
$6.69M +$1.87M +33,204 +39%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$6.67M +$237K +4,204 +4%
MCA
68
Magnolia Capital Advisors
Mississippi
$6.15M +$6.07M +107,763 New
TWD
69
True Wealth Design
Ohio
$6.13M -$97.6K -1,732 -2%
PAS
70
Park Avenue Securities
New York
$6.02M -$392K -6,958 -6%
GPWA
71
Great Point Wealth Advisors
Massachusetts
$5.94M -$484K -8,588 -8%
HIGP
72
Hill Investment Group Partners
Missouri
$5.78M -$58.3K -1,035 -1%
W
73
WorthPointe
California
$5.75M -$33.5K -594 -0.6%
CWA
74
Canvas Wealth Advisors
Kansas
$5.7M +$5.12M +90,952 +1,384%
EK
75
Evensky & Katz
Florida
$5.68M -$145K -2,569 -3%

AVDE Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2023, worth a combined $1.94B — up 13% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVDE positions and 10 closed out — a net gain of 25 holders — while 118 added to existing stakes and 50 trimmed.

The largest buyer was WMS Partners, adding an estimated $20.8M. The largest seller was Creative Planning, cutting an estimated $67.9M.

  • 222 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2023, up from 201 in Q4 2022.
  • Funds reported $1.94B of Avantis International Equity ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 35 funds opened new Avantis International Equity ETF positions in Q1 2023 and 10 closed out, a net change of +25 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2023 was WMS Partners, an estimated $20.8M added.
  • The largest Avantis International Equity ETF seller in Q1 2023 was Creative Planning, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2023.