We are live on ! Find out more
AVDE icon

Avantis International Equity ETF

242 hedge funds and large institutions have $2.39B invested in Avantis International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 126 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

88% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 67

4% more funds holding

Funds holding: 232242 (+10)

2% more capital invested

Capital invested by funds: $2.35B → $2.39B (+$37.5M)

1.21% less ownership

Funds ownership: 76.63%75.42% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
3.84%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.75%
New
21
Increased
126
Reduced
67
Closed
9
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$473K
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
101
Gateway Wealth Partners
Wisconsin
$3.79M +$283K +4,920 +8%
EWM
102
Echo Wealth Management
Minnesota
$3.77M +$666K +11,590 +21%
FWM
103
FMB Wealth Management
California
$3.63M
RSWM
104
Robertson Stephens Wealth Management
California
$3.62M +$3.73M +64,986 New
CPIG
105
Chicago Partners Investment Group
Illinois
$3.61M +$136K +2,367 +4%
EK
106
Evensky & Katz
Florida
$3.57M -$118K -2,060 -3%
KLI
107
Kelman-Lazarov Inc
Tennessee
$3.45M -$194K -3,378 -5%
KF
108
Krilogy Financial
Missouri
$3.35M -$78.6K -1,367 -2%
CAM
109
Cresset Asset Management
Illinois
$3.34M -$12.8K -223 -0.4%
ARG
110
Advisory Resource Group
Oklahoma
$3.22M +$3.33M +57,897 New
PWA
111
PCG Wealth Advisors
Kansas
$3.21M +$97.9K +1,703 +3%
SDWIA
112
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.16M +$176K +3,068 +6%
FFM
113
Flagstone Financial Management
Nebraska
$3.12M -$64.1K -1,115 -2%
RW
114
REDW Wealth
New Mexico
$3.06M +$1.23M +21,338 +63%
MFT
115
Moisand Fitzgerald Tamayo
Florida
$3.03M +$18.2K +316 +0.6%
AHC
116
Anderson Hoagland & Co
Missouri
$3.02M -$381K -6,631 -11%
PWM
117
Perigon Wealth Management
California
$2.92M +$747K +13,006 +33%
CTC
118
Central Trust Company
Missouri
$2.9M +$53.3K +928 +2%
BAM
119
Bayshore Asset Management
Florida
$2.79M +$57.9K +1,007 +2%
IWP
120
IAG Wealth Partners
Wisconsin
$2.67M +$1.6M +27,797 +138%
MAM
121
McLean Asset Management
Virginia
$2.62M +$16.7K +291 +0.6%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$2.57M -$2.97M -51,696 -53%
AFP
123
Ausdal Financial Partners
Iowa
$2.52M +$92.8K +1,615 +4%
SWP
124
Stratos Wealth Partners
Ohio
$2.44M +$480K +8,349 +23%
TC
125
Trilogy Capital
California
$2.3M +$461K +8,013 +24%

AVDE Hedge Fund Activity: Q3 2023 in Review

242 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2023, worth a combined $2.39B — up 1.6% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AVDE positions and 9 closed out — a net gain of 12 holders — while 126 added to existing stakes and 67 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $47.3M. The largest seller was Jane Street, cutting an estimated $57.1M.

  • 242 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2023, up from 232 in Q2 2023.
  • Funds reported $2.39B of Avantis International Equity ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 21 funds opened new Avantis International Equity ETF positions in Q3 2023 and 9 closed out, a net change of +12 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $47.3M added.
  • The largest Avantis International Equity ETF seller in Q3 2023 was Jane Street, an estimated $57.1M sold.

Based on aggregated 13F filings for Q3 2023.