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Avantis International Equity ETF

134 hedge funds and large institutions have $838M invested in Avantis International Equity ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

380% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 15

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

23% more funds holding

Funds holding: 109134 (+25)

9% more capital invested

Capital invested by funds: $766M → $838M (+$71.5M)

1.85% less ownership

Funds ownership: 65.41%63.56% (-1.9%)

Holders
134
Holders Change
+25
Holders Change %
+22.94%
% of All Funds
2.11%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
31
Increased
72
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
76
Herold Advisors
New York
$955K +$47K +770 +5%
PWM
77
Perigon Wealth Management
California
$932K +$229K +3,757 +32%
RJT
78
Raymond James Trust
Florida
$739K
OPS
79
Orion Portfolio Solutions
Nebraska
$720K +$41.1K +674 +6%
WFA
80
WMG Financial Advisors
Tennessee
$699K +$169K +2,773 +32%
OMC
81
Old Mission Capital
Illinois
$688K +$696K +11,407 New
TCWA
82
Ten Capital Wealth Advisors
Washington
$637K +$644K +10,552 New
MAM
83
Marquette Asset Management
Minnesota
$592K
MRWM
84
ML&R Wealth Management
Texas
$592K +$6.71K +110 +1%
UWM
85
USAdvisors Wealth Management
Minnesota
$590K +$128K +2,090 +27%
PP
86
Prosperity Planning
Missouri
$578K
LPP
87
Life Planning Partners
Florida
$563K
GTAM
88
Global Trust Asset Management
Florida
$534K -$33.6K -550 -6%
MFC
89
Morris Financial Concepts
South Carolina
$528K +$144K +2,352 +37%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$514K +$143K +2,345 +38%
TIM
91
Tortoise Investment Management
New York
$513K +$281K +4,600 +118%
GPWA
92
Great Point Wealth Advisors
Massachusetts
$475K +$142K +2,320 +42%
MWM
93
Modera Wealth Management
New Jersey
$472K +$56.8K +931 +14%
M&T Bank
94
M&T Bank
New York
$452K +$457K +7,497 New
SWA
95
Sax Wealth Advisors
New Jersey
$441K +$446K +7,307 New
GRP
96
Global Retirement Partners
California
$408K +$439K +7,202 New
CW
97
CreativeOne Wealth
Kansas
$407K +$18.5K +304 +5%
CPP
98
Capasso Planning Partners
South Carolina
$389K +$394K +6,450 New
AAS
99
Avantax Advisory Services
Texas
$353K +$35.8K +586 +11%
MAM
100
McLean Asset Management
Virginia
$345K +$349K +5,722 New

AVDE Hedge Fund Activity: Q1 2022 in Review

134 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2022, worth a combined $838M — up 9.3% from $766M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVDE positions and 5 closed out — a net gain of 26 holders — while 72 added to existing stakes and 15 trimmed.

The largest buyer was Wipfli Financial Advisors, adding an estimated $14.4M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $20.5M.

  • 134 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2022, up from 109 in Q4 2021.
  • Funds reported $838M of Avantis International Equity ETF stock for Q1 2022, up 9.3% quarter-over-quarter.
  • 31 funds opened new Avantis International Equity ETF positions in Q1 2022 and 5 closed out, a net change of +26 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2022 was Wipfli Financial Advisors, an estimated $14.4M added.
  • The largest Avantis International Equity ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2022.