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Avantis International Equity ETF
AVDE

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: 29 → 43 (+14)

30% more funds holding

Funds holding: 155 → 201 (+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

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$145M
2
HighTower Advisors
HighTower Advisors
Illinois
+$80.9M
3
Jane Street
Jane Street
New York
+$51.8M
4
AP
Atwood & Palmer
Missouri
+$23.5M
5
WP
WMS Partners
Maryland
+$21.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$40.5M
2
WFA
Websterrogers Financial Advisors
South Carolina
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12.8M
4
WCA
Waypoint Capital Advisors
Minnesota
-$4.81M
5
PFO
Pathstone Family Office
New Jersey
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
76
First National Bank Sioux Falls
South Dakota
$4.1M +$1.45M +28,398 +58%
CWM
77
Castle Wealth Management
Florida
$4.05M -$403K -7,910 -9%
NWM
78
Northwest Wealth Management
Iowa
$4.02M +$676K +13,273 +21%
OMC
79
Old Mission Capital
Illinois
$4.01M +$1.75M +34,407 +84%
BCM
80
Brainard Capital Management
Texas
$3.7M +$3.55M +69,637 New
MAM
81
McLean Asset Management
Virginia
$3.49M +$2.28M +44,852 +217%
FWM
82
FMB Wealth Management
California
$3.47M +$3.32M +65,273 New
CPIG
83
Chicago Partners Investment Group
Illinois
$3.46M +$118K +2,309 +4%
SC
84
Stephens Consulting
Michigan
$3.37M +$546K +10,720 +20%
Wells Fargo
85
Wells Fargo
California
$3.36M +$2.61M +51,325 +433%
WPC
86
Wedmont Private Capital
Pennsylvania
$3.26M +$976K +19,153 +48%
BCI
87
Brinker Capital Investments
Pennsylvania
$3.17M -$106K -2,081 -3%
CTC
88
Central Trust Company
Missouri
$3.12M +$153K +3,000 +5%
KLI
89
Kelman-Lazarov Inc
Tennessee
$3.11M +$2.98M +58,497 New
AHC
90
Anderson Hoagland & Co
Missouri
$3.09M +$283K +5,561 +11%
EWM
91
Echo Wealth Management
Minnesota
$3.04M +$2.73M +53,525 New
SC
92
Savant Capital
Illinois
$3.02M +$363K +7,132 +14%
FFM
93
Flagstone Financial Management
Nebraska
$2.93M +$2.8M +55,027 New
WW
94
Waterfront Wealth
Kansas
$2.93M -$335K -6,580 -12%
SDWIA
95
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.81M +$195K +3,824 +8%
MFT
96
Moisand Fitzgerald Tamayo
Florida
$2.78M +$130K +2,556 +5%
PFO
97
Pathstone Family Office
New Jersey
$2.74M -$2.21M -43,484 -46%
UB
98
UMB Bank
Missouri
$2.69M +$559K +10,972 +28%
PWA
99
PCG Wealth Advisors
Kansas
$2.59M +$2.48M +48,649 New
BAM
100
Bayshore Asset Management
Florida
$2.5M +$486K +9,545 +26%
2 3
4
5 6

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.