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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
LPP
76
Life Planning Partners
Florida
$592K +$593K +9,335 New
WFA
77
WMG Financial Advisors
Tennessee
$558K +$559K +8,800 New
PP
78
Prosperity Planning
Missouri
$515K +$228K +3,585 +79%
SHWM
79
Silicon Hills Wealth Management
Texas
$491K +$492K +7,749 New
UWM
80
USAdvisors Wealth Management
Minnesota
$488K +$489K +7,692 New
VCP
81
Vista Capital Partners
Oregon
$454K +$250K +3,939 +122%
MWM
82
Modera Wealth Management
New Jersey
$436K +$437K +6,884 New
CW
83
CreativeOne Wealth
Kansas
$408K +$15.3K +240 +4%
MFC
84
Morris Financial Concepts
South Carolina
$406K +$407K +6,401 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$391K +$41.9K +660 +12%
TWA
86
TCI Wealth Advisors
Arizona
$355K +$129K +2,024 +56%
GPWA
87
Great Point Wealth Advisors
Massachusetts
$352K +$353K +5,550 New
JMPWA
88
JP Morgan Private Wealth Advisors
California
$342K +$343K +5,399 New
AAS
89
Avantax Advisory Services
Texas
$334K +$335K +5,269 New
AFG
90
Albion Financial Group
Utah
$330K +$331K +5,213 New
BDWCC
91
B&D White Capital Company
Texas
$330K +$331K +5,213 New
SC
92
Shearwater Capital
Colorado
$320K +$321K +5,052 New
TFO
93
Tarbox Family Office
California
$303K
PAG
94
Private Advisor Group
New Jersey
$301K +$33K +520 +12%
CPA
95
Capital Performance Advisors
California
$292K +$308K +4,841 New
VWA
96
Visionary Wealth Advisors
Illinois
$276K +$276K +4,348 New
BA
97
Bridgewater Advisors
New York
$262K +$27K +425 +11%
TIM
98
Tortoise Investment Management
New York
$247K +$228K +3,595 +1,179%
IWM
99
IHT Wealth Management
Illinois
$245K -$34.2K -538 -12%
RJA
100
Raymond James & Associates
Florida
$234K -$35.1K -552 -13%

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.