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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
EK
101
Evensky & Katz
Florida
$3.8M -$1.92M -33,330 -33%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$3.79M +$2.5M +43,250 +190%
CPIG
103
Chicago Partners Investment Group
Illinois
$3.77M +$98.8K +1,712 +3%
KLI
104
Kelman-Lazarov Inc
Tennessee
$3.75M +$97.1K +1,681 +3%
FWM
105
FMB Wealth Management
California
$3.74M -$6.47K -112 -0.2%
GWP
106
Gateway Wealth Partners
Wisconsin
$3.62M +$1.1M +19,080 +43%
KF
107
Krilogy Financial
Missouri
$3.53M +$1.04M +17,979 +41%
AHC
108
Anderson Hoagland & Co
Missouri
$3.49M +$60.4K +1,046 +2%
CAM
109
Cresset Asset Management
Illinois
$3.46M +$3.48M +60,223 New
EWM
110
Echo Wealth Management
Minnesota
$3.3M -$86.5K -1,499 -3%
FFM
111
Flagstone Financial Management
Nebraska
$3.28M -$7.91K -137 -0.2%
PWA
112
PCG Wealth Advisors
Kansas
$3.21M -$19.1K -330 -0.6%
MFT
113
Moisand Fitzgerald Tamayo
Florida
$3.11M +$17.6K +304 +0.6%
MML Investors Services
114
MML Investors Services
Massachusetts
$3.1M +$3.12M +53,953 New
SDWIA
115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.08M -$31.2K -540 -1%
CTC
116
Central Trust Company
Missouri
$2.94M -$288K -4,980 -9%
BAM
117
Bayshore Asset Management
Florida
$2.89M +$134K +2,326 +5%
MAM
118
McLean Asset Management
Virginia
$2.68M +$254K +4,391 +10%
TFO
119
Tarbox Family Office
California
$2.66M +$2.26M +39,072 +543%
SCM
120
SOL Capital Management
Maryland
$2.57M +$82.6K +1,430 +3%
AFP
121
Ausdal Financial Partners
Iowa
$2.51M +$126K +2,175 +5%
SCM
122
Sterneck Capital Management
Missouri
$2.33M +$404 +7 +0%
WW
123
Waterfront Wealth
Kansas
$2.31M -$545K -9,434 -19%
PWM
124
Perigon Wealth Management
California
$2.26M -$9.01K -156 -0.4%
PAG
125
Private Advisor Group
New Jersey
$2.11M +$112K +1,943 +6%

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.