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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
TC
101
Trilogy Capital
California
$6.56M +$2.5M +41,083 +66%
SRC
102
Sage Rhino Capital
California
$6.47M +$81.5K +1,340 +1%
CCA
103
Clarity Capital Advisors
Florida
$6.39M +$26.3K +432 +0.4%
PWM
104
Perigon Wealth Management
California
$6.31M -$86.5K -1,422 -1%
GWP
105
Gateway Wealth Partners
Wisconsin
$6.24M +$1.13M +18,524 +23%
FF
106
Financial Futures
New Jersey
$6.21M -$190K -3,115 -3%
PWS
107
Physician Wealth Solutions
Nevada
$6.12M +$59.9K +984 +1%
GPWA
108
Great Point Wealth Advisors
Massachusetts
$6.03M -$254K -4,176 -4%
SWA
109
ShankerValleau Wealth Advisors
Illinois
$5.92M +$90.1K +1,481 +2%
SEIA
110
Signature Estate & Investment Advisors
California
$5.68M +$79.1K +1,300 +1%
VWA
111
Visionary Wealth Advisors
Illinois
$5.47M +$882K +14,498 +20%
FS
112
Financial Symmetry
North Carolina
$5.36M -$20.7K -340 -0.4%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$5.3M -$398K -6,544 -7%
Jane Street
114
Jane Street
New York
$4.99M -$4.49M -73,758 -49%
CPIG
115
Chicago Partners Investment Group
Illinois
$4.77M +$344K +5,646 +8%
AC
116
Annandale Capital
Texas
$4.7M +$1.81M +29,741 +68%
BCI
117
Brinker Capital Investments
Pennsylvania
$4.63M -$402K -6,604 -8%
OPS
118
Orion Portfolio Solutions
Nebraska
$4.63M -$402K -6,604 -8%
KLI
119
Kelman-Lazarov Inc
Tennessee
$4.57M +$42.8K +703 +1%
FWM
120
FMB Wealth Management
California
$4.5M +$28.8K +473 +0.7%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$4.44M +$3.35M +55,095 +378%
WPC
122
Wedmont Private Capital
Pennsylvania
$4.38M
BCM
123
Brookstone Capital Management
Illinois
$4.38M -$821K -13,495 -16%
MAM
124
McLean Asset Management
Virginia
$4.29M +$408K +6,703 +11%
RW
125
REDW Wealth
New Mexico
$4.29M +$205K +3,366 +5%

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.