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Avantis International Equity ETF

303 hedge funds and large institutions have $3.1B invested in Avantis International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 7

161% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 57

30% more capital invested

Capital invested by funds: $2.39B → $3.1B (+$712M)

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

25% more funds holding

Funds holding: 242303 (+61)

6.32% more ownership

Funds ownership: 75.42%81.75% (+6.3%)

Holders
303
Holders Change
+61
Holders Change %
+25.21%
% of All Funds
4.42%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.86%
New
72
Increased
149
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
76
Signature Resources Capital Management
California
$9.09M +$8.52M +150,376 New
AWA
77
ARQ Wealth Advisors
Arizona
$9.03M +$685K +12,098 +9%
FNBSF
78
First National Bank Sioux Falls
South Dakota
$9.01M +$1.46M +25,782 +21%
LFS
79
Lutz Financial Services
Nebraska
$8.8M +$1.33M +23,552 +19%
SC
80
Savant Capital
Illinois
$8.7M +$2.25M +39,794 +38%
WFA
81
WMG Financial Advisors
Tennessee
$8.32M +$1.64M +28,922 +27%
Osaic Holdings
82
Osaic Holdings
Arizona
$8.3M -$5.04M -88,943 -39%
CWA
83
Canvas Wealth Advisors
Kansas
$8.18M +$1.46M +25,740 +23%
TWA
84
TCI Wealth Advisors
Arizona
$8.02M +$257K +4,533 +4%
SWA
85
Sax Wealth Advisors
New Jersey
$7.9M -$194K -3,426 -3%
SC
86
Stephens Consulting
Michigan
$7.73M +$509K +8,982 +8%
W
87
WorthPointe
California
$7.71M +$1.97M +34,718 +37%
LFG
88
Larson Financial Group
Missouri
$7.5M -$18K -318 -0.3%
EWP
89
Elevation Wealth Partners
California
$7.34M +$18.5K +327 +0.2%
MML Investors Services
90
MML Investors Services
Massachusetts
$7.27M +$2.61M +46,131 +62%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$7.21M +$1.84M +32,475 +37%
NWM
92
Northwest Wealth Management
Iowa
$7.03M +$2.3M +40,630 +54%
IWP
93
IAG Wealth Partners
Wisconsin
$7M +$3.85M +67,928 +142%
NA
94
NewEdge Advisors
Louisiana
$6.89M +$624K +11,021 +10%
TWD
95
True Wealth Design
Ohio
$6.69M -$154K -2,728 -2%
ZF
96
Zhang Financial
Michigan
$6.62M +$4.83M +85,219 +351%
EWM
97
Echo Wealth Management
Minnesota
$6.59M +$2.36M +41,600 +61%
BSW
98
Buckingham Strategic Wealth
Missouri
$6.57M -$388K -6,856 -6%
HIA
99
HTG Investment Advisors
Connecticut
$6.54M +$642K +11,331 +12%
CWM
100
Castle Wealth Management
Florida
$6.12M +$36.7K +648 +0.6%

AVDE Hedge Fund Activity: Q4 2023 in Review

303 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2023, worth a combined $3.1B — up 30% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDE positions and 7 closed out — a net gain of 65 holders — while 149 added to existing stakes and 57 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $110M. The largest seller was Jane Street, cutting an estimated $15.7M.

  • 303 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2023, up from 242 in Q3 2023.
  • Funds reported $3.1B of Avantis International Equity ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 72 funds opened new Avantis International Equity ETF positions in Q4 2023 and 7 closed out, a net change of +65 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2023 was Annex Advisory Services, an estimated $110M added.
  • The largest Avantis International Equity ETF seller in Q4 2023 was Jane Street, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.