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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
SWP
101
Stratos Wealth Partners
Ohio
$6.08M +$3.21M +56,760 +129%
FF
102
Financial Futures
New Jersey
$6.08M +$904K +15,966 +19%
PWM
103
Perigon Wealth Management
California
$6.07M +$2.72M +48,083 +92%
SRC
104
Sage Rhino Capital
California
$6.06M -$163K -2,880 -3%
CCA
105
Clarity Capital Advisors
Florida
$6.03M +$5.65M +99,809 New
GPWA
106
Great Point Wealth Advisors
Massachusetts
$5.97M -$342K -6,037 -6%
PWS
107
Physician Wealth Solutions
Nevada
$5.75M +$5.38M +95,071 New
SWA
108
ShankerValleau Wealth Advisors
Illinois
$5.53M +$67.1K +1,185 +1%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$5.42M +$5.08M +89,620 New
MCA
110
Magnolia Capital Advisors
Mississippi
$5.39M +$5.08M +89,764 New
SEIA
111
Signature Estate & Investment Advisors
California
$5.3M +$105K +1,856 +2%
FS
112
Financial Symmetry
North Carolina
$4.97M +$4.78M +84,430 New
BCM
113
Brookstone Capital Management
Illinois
$4.97M +$4.3M +75,916 +1,208%
GWP
114
Gateway Wealth Partners
Wisconsin
$4.8M +$644K +11,375 +17%
BCI
115
Brinker Capital Investments
Pennsylvania
$4.77M -$214K -3,771 -5%
OPS
116
Orion Portfolio Solutions
Nebraska
$4.77M -$214K -3,771 -5%
DCM
117
Disciplina Capital Management
Tennessee
$4.54M +$4.47K +79 +0.1%
VWA
118
Visionary Wealth Advisors
Illinois
$4.31M +$2.15M +37,904 +113%
KLI
119
Kelman-Lazarov Inc
Tennessee
$4.29M +$511K +9,022 +15%
FWM
120
FMB Wealth Management
California
$4.24M +$282K +4,985 +8%
CPIG
121
Chicago Partners Investment Group
Illinois
$4.2M +$183K +3,240 +5%
WPC
122
Wedmont Private Capital
Pennsylvania
$4.14M -$19.4K -343 -0.5%
OWA
123
ORBA Wealth Advisors
Illinois
$4.1M +$3.84M +67,843 New
RSWM
124
Robertson Stephens Wealth Management
California
$3.98M +$47.2K +833 +1%
RW
125
REDW Wealth
New Mexico
$3.86M +$500K +8,830 +16%

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.