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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
EWP
76
Elevation Wealth Partners
California
$7.22M +$162K +2,809 +2%
LFS
77
Lutz Financial Services
Nebraska
$6.95M -$16.3K -283 -0.2%
CWA
78
Canvas Wealth Advisors
Kansas
$6.82M +$1.05M +18,219 +19%
FNBSF
79
First National Bank Sioux Falls
South Dakota
$6.4M +$1.05M +18,251 +20%
BSW
80
Buckingham Strategic Wealth
Missouri
$6.14M +$4.06M +70,301 +191%
TWD
81
True Wealth Design
Ohio
$6.04M -$125K -2,169 -2%
MCA
82
Magnolia Capital Advisors
Mississippi
$5.99M -$198K -3,428 -3%
GPWA
83
Great Point Wealth Advisors
Massachusetts
$5.96M -$25.9K -449 -0.4%
HIGP
84
Hill Investment Group Partners
Missouri
$5.81M -$8.83K -153 -0.2%
SRC
85
Sage Rhino Capital
California
$5.78M +$77.1K +1,336 +1%
Osaic Holdings
86
Osaic Holdings
Arizona
$5.66M +$3.71M +64,173 +186%
W
87
WorthPointe
California
$5.64M -$154K -2,659 -3%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$5.62M +$4.55M +78,812 +412%
CWM
89
Castle Wealth Management
Florida
$5.53M +$462K +8,006 +9%
SC
90
Stephens Consulting
Michigan
$5.47M +$1.55M +26,831 +39%
WFA
91
WMG Financial Advisors
Tennessee
$5.23M +$2.67M +46,286 +103%
PFO
92
Pathstone Family Office
New Jersey
$5.14M +$3.97M +68,725 +331%
SWA
93
ShankerValleau Wealth Advisors
Illinois
$5M +$11K +190 +0.2%
DCM
94
Disciplina Capital Management
Tennessee
$4.93M +$3.16M +54,794 +177%
SEIA
95
Signature Estate & Investment Advisors
California
$4.87M -$309K -5,352 -6%
HIA
96
HTG Investment Advisors
Connecticut
$4.69M +$93.8K +1,624 +2%
SC
97
Savant Capital
Illinois
$4.67M +$742K +12,850 +19%
FF
98
Financial Futures
New Jersey
$4.39M +$1.53M +26,469 +53%
NWM
99
Northwest Wealth Management
Iowa
$4.39M -$13.2K -228 -0.3%
WPC
100
Wedmont Private Capital
Pennsylvania
$4.03M +$521K +9,031 +15%

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.