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Avantis International Equity ETF
AVDE

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: 43 → 48 (+5)

10% more funds holding

Funds holding: 201 → 222 (+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

Top Buyers

1
WP
WMS Partners
Maryland
+$20.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$20.4M
3
RWM
Rockwood Wealth Management
Pennsylvania
+$16.8M
4
EWM
Executive Wealth Management
Michigan
+$15.8M
5
JWM
Janiczek Wealth Management
Colorado
+$12.6M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$67.9M
2
Jane Street
Jane Street
New York
-$26M
3
Citadel Advisors
Citadel Advisors
Florida
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$11.7M
5
SHWM
Silicon Hills Wealth Management
Texas
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
76
Sage Rhino Capital
California
$5.67M +$589K +10,451 +12%
FNBSF
77
First National Bank Sioux Falls
South Dakota
$5.32M +$917K +16,274 +21%
SEIA
78
Signature Estate & Investment Advisors
California
$5.14M +$337K +5,988 +7%
CWM
79
Castle Wealth Management
Florida
$5.04M +$686K +12,180 +16%
NA
80
NewEdge Advisors
Louisiana
$4.98M +$4.9M +86,968 +31,856%
SWA
81
ShankerValleau Wealth Advisors
Illinois
$4.96M -$98.2K -1,742 -2%
HIA
82
HTG Investment Advisors
Connecticut
$4.57M +$76.9K +1,365 +2%
NWM
83
Northwest Wealth Management
Iowa
$4.38M +$63K +1,118 +1%
BCM
84
Brainard Capital Management
Texas
$3.97M – – –
SC
85
Savant Capital
Illinois
$3.9M +$615K +10,907 +19%
SC
86
Stephens Consulting
Michigan
$3.9M +$282K +5,000 +8%
FWM
87
FMB Wealth Management
California
$3.72M +$507 +9 +0%
CPIG
88
Chicago Partners Investment Group
Illinois
$3.72M +$185K +3,279 +5%
KLI
89
Kelman-Lazarov Inc
Tennessee
$3.63M +$293K +5,195 +9%
WFA
90
WMG Financial Advisors
Tennessee
$3.58M +$1.97M +35,018 +357%
WPC
91
Wedmont Private Capital
Pennsylvania
$3.41M +$14.6K +259 +0.4%
AHC
92
Anderson Hoagland & Co
Missouri
$3.41M +$302K +5,358 +10%
EWM
93
Echo Wealth Management
Minnesota
$3.29M +$234K +4,148 +8%
FFM
94
Flagstone Financial Management
Nebraska
$3.27M +$127K +2,250 +4%
PWA
95
PCG Wealth Advisors
Kansas
$3.21M +$430K +7,629 +16%
CTC
96
Central Trust Company
Missouri
$3.2M -$136K -2,418 -4%
SDWIA
97
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.09M +$78.1K +1,386 +3%
MFT
98
Moisand Fitzgerald Tamayo
Florida
$3.07M +$87.7K +1,557 +3%
FF
99
Financial Futures
New Jersey
$2.86M +$2.82M +50,082 New
WW
100
Waterfront Wealth
Kansas
$2.76M -$114K -2,031 -4%
2 3
4
5 6

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.