We are live on ! Find out more
AVDE icon

Avantis International Equity ETF

232 hedge funds and large institutions have $2.35B invested in Avantis International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

134% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 58

21% more capital invested

Capital invested by funds: $1.94B → $2.35B (+$412M)

5% more funds holding

Funds holding: 222232 (+10)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1.98% more ownership

Funds ownership: 74.65%76.63% (+2%)

Holders
232
Holders Change
+10
Holders Change %
+4.5%
% of All Funds
3.64%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
22
Increased
136
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$12.4M +$1.92M +33,181 +18%
SP
52
Symmetry Partners
Connecticut
$12.3M
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$12.2M +$923K +15,978 +8%
HFA
54
Highland Financial Advisors
New Jersey
$12.2M +$3.96M +68,585 +48%
AC
55
AWM Capital
Arizona
$12M -$52.9K -917 -0.4%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$613K +10,619 +5%
WWP
57
WR Wealth Planners
Missouri
$11.7M +$930K +16,103 +9%
Wells Fargo
58
Wells Fargo
California
$11.4M +$3.69M +63,839 +48%
VWA
59
V Wealth Advisors
Kansas
$11.2M +$1.54M +26,660 +16%
HNWA
60
Henrickson Nauta Wealth Advisors
Michigan
$10.9M -$73.7K -1,277 -0.7%
PCM
61
Passive Capital Management
Maryland
$9.63M +$176K +3,056 +2%
AF
62
Advisornet Financial
Minnesota
$8.99M +$379K +6,569 +4%
FIA
63
Foundations Investment Advisors
Arizona
$8.68M +$577K +9,994 +7%
BEW
64
Burton Enright Welch
California
$8.52M +$48K +831 +0.6%
BCI
65
Brinker Capital Investments
Pennsylvania
$8.35M +$3.44M +59,587 +69%
OPS
66
Orion Portfolio Solutions
Nebraska
$8.35M +$3.44M +59,587 +69%
AWA
67
ARQ Wealth Advisors
Arizona
$8.32M +$7.61M +131,799 +1,007%
OMC
68
Old Mission Capital
Illinois
$7.95M +$7.99M +138,454 New
NA
69
NewEdge Advisors
Louisiana
$7.89M +$2.9M +50,256 +58%
SWA
70
Sax Wealth Advisors
New Jersey
$7.8M +$503K +8,720 +7%
PAS
71
Park Avenue Securities
New York
$7.55M +$1.5M +25,935 +25%
CFO
72
CVA Family Office
Colorado
$7.5M +$772K +13,363 +11%
TWA
73
TCI Wealth Advisors
Arizona
$7.44M +$90.2K +1,562 +1%
SF
74
Symphony Financial
Texas
$7.42M +$5.74M +99,493 +317%
LFG
75
Larson Financial Group
Missouri
$7.37M -$156K -2,702 -2%

AVDE Hedge Fund Activity: Q2 2023 in Review

232 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q2 2023, worth a combined $2.35B — up 21% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVDE positions and 9 closed out — a net gain of 13 holders — while 136 added to existing stakes and 58 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $156M. The largest seller was Creative Planning, cutting an estimated $8.49M.

  • 232 institutional investors held Avantis International Equity ETF (AVDE) as of Q2 2023, up from 222 in Q1 2023.
  • Funds reported $2.35B of Avantis International Equity ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 22 funds opened new Avantis International Equity ETF positions in Q2 2023 and 9 closed out, a net change of +13 holders.
  • The largest Avantis International Equity ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $156M added.
  • The largest Avantis International Equity ETF seller in Q2 2023 was Creative Planning, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2023.