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Avantis International Equity ETF

318 hedge funds and large institutions have $3.4B invested in Avantis International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

65% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 94

10% more capital invested

Capital invested by funds: $3.1B → $3.4B (+$297M)

5% more funds holding

Funds holding: 303318 (+15)

0% more funds holding in top 10

Funds holding in top 10: 5959 (0)

3.36% less ownership

Funds ownership: 81.75%78.39% (-3.4%)

Holders
318
Holders Change
+15
Holders Change %
+4.95%
% of All Funds
4.58%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
32
Increased
155
Reduced
94
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
FAS Wealth Partners
Kansas
$10.1M +$400K +6,572 +4%
AWA
77
ARQ Wealth Advisors
Arizona
$9.93M +$390K +6,406 +4%
WFA
78
WMG Financial Advisors
Tennessee
$9.58M +$771K +12,666 +9%
CFO
79
CVA Family Office
Colorado
$9.52M -$103K -1,695 -1%
SF
80
Symphony Financial
Texas
$9.23M -$7.77M -127,783 -47%
LFS
81
Lutz Financial Services
Nebraska
$9.19M -$88.2K -1,449 -1%
SRCM
82
Signature Resources Capital Management
California
$9M -$84.9K -1,395 -0.9%
SWP
83
Stratos Wealth Partners
Ohio
$9M +$2.46M +40,458 +40%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$8.83M +$7.25M +119,107 +613%
IWP
85
IAG Wealth Partners
Wisconsin
$8.79M +$1.34M +22,000 +19%
EWP
86
Elevation Wealth Partners
California
$8.71M +$296K +4,870 +4%
W
87
WorthPointe
California
$8.45M +$305K +5,006 +4%
TWA
88
TCI Wealth Advisors
Arizona
$8.44M -$16.2K -267 -0.2%
CWA
89
Canvas Wealth Advisors
Kansas
$8.21M -$158K -2,590 -2%
CIA
90
Concurrent Investment Advisors
Florida
$8.14M +$5.03M +82,687 +184%
DCM
91
Disciplina Capital Management
Tennessee
$8.1M +$3.16M +51,870 +69%
SC
92
Stephens Consulting
Michigan
$7.99M -$154K -2,534 -2%
EWM
93
Echo Wealth Management
Minnesota
$7.84M +$833K +13,698 +13%
LFG
94
Larson Financial Group
Missouri
$7.65M -$251K -4,119 -3%
HIA
95
HTG Investment Advisors
Connecticut
$7.63M +$702K +11,539 +11%
NWM
96
Northwest Wealth Management
Iowa
$7.32M -$90.5K -1,487 -1%
TWD
97
True Wealth Design
Ohio
$7M -$53.5K -879 -0.8%
BSW
98
Buckingham Strategic Wealth
Missouri
$6.93M -$608 -10 -0%
CWM
99
Castle Wealth Management
Florida
$6.92M +$438K +7,205 +7%
NA
100
NewEdge Advisors
Louisiana
$6.76M -$640K -10,522 -9%

AVDE Hedge Fund Activity: Q1 2024 in Review

318 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2024, worth a combined $3.4B — up 9.6% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVDE positions and 15 closed out — a net gain of 17 holders — while 155 added to existing stakes and 94 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 318 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2024, up from 303 in Q4 2023.
  • Funds reported $3.4B of Avantis International Equity ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 32 funds opened new Avantis International Equity ETF positions in Q1 2024 and 15 closed out, a net change of +17 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $51.3M added.
  • The largest Avantis International Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.