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Avantis International Equity ETF
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Overview Fund Activity

302 hedge funds and large institutions have $3.09B invested in Avantis International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+61
Holders Change %
+25.31%
% of All Funds
4.43%
Holding in Top 10
58
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.09%
% of All Funds
0.85%
New
72
Increased
148
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$118M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$61.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$229M
5
KF
5
Krilogy Financial
Missouri
$17.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.19M
2
GSWM
2
Greenup Street Wealth Management
Michigan
$33.4M
3
Creative Planning
3
Creative Planning
Kansas
$66.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.3M
5
Bank of America
5
Bank of America
North Carolina
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
101
Financial Futures
New Jersey
$6.08M +$965K +15,966 +19%
PWM
102
Perigon Wealth Management
California
$6.07M +$2.91M +48,083 +92%
SRC
103
Sage Rhino Capital
California
$6.06M -$174K -2,880 -3%
CCA
104
Clarity Capital Advisors
Florida
$6.03M +$6.03M +99,809 New
GPWA
105
Great Point Wealth Advisors
Massachusetts
$5.97M -$365K -6,037 -6%
PWS
106
Physician Wealth Solutions
Nevada
$5.75M +$5.75M +95,071 New
SWA
107
ShankerValleau Wealth Advisors
Illinois
$5.53M +$71.6K +1,185 +1%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$5.42M +$5.42M +89,620 New
MCA
109
Magnolia Capital Advisors
Mississippi
$5.39M +$5.39M +89,764 New
SEIA
110
Signature Estate & Investment Advisors
California
$5.31M +$112K +1,856 +2%
FS
111
Financial Symmetry
North Carolina
$4.97M +$4.97M +84,430 New
BCM
112
Brookstone Capital Management
Illinois
$4.97M +$4.59M +75,916 +1,208%
GWP
113
Gateway Wealth Partners
Wisconsin
$4.8M +$687K +11,375 +17%
OPS
114
Orion Portfolio Solutions
Nebraska
$4.77M -$227K -3,771 -5%
BCI
115
Brinker Capital Investments
Pennsylvania
$4.77M -$227K -3,771 -5%
DCM
116
Disciplina Capital Management
Tennessee
$4.54M +$4.77K +79 +0.1%
VWA
117
Visionary Wealth Advisors
Illinois
$4.31M +$2.29M +37,904 +113%
KLI
118
Kelman-Lazarov Inc
Tennessee
$4.29M +$545K +9,022 +15%
FWM
119
FMB Wealth Management
California
$4.24M +$301K +4,985 +8%
CPIG
120
Chicago Partners Investment Group
Illinois
$4.2M +$193K +3,240 +5%
WPC
121
Wedmont Private Capital
Pennsylvania
$4.14M -$20.7K -343 -0.5%
OWA
122
ORBA Wealth Advisors
Illinois
$4.1M +$4.1M +67,843 New
RSWM
123
Robertson Stephens Wealth Management
California
$3.98M +$50.3K +833 +1%
RW
124
REDW Wealth
New Mexico
$3.86M +$534K +8,830 +16%
EK
125
Evensky & Katz
Florida
$3.8M -$80.7K -1,335 -2%
3 4
5
6 7