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Avantis International Equity ETF

330 hedge funds and large institutions have $3.66B invested in Avantis International Equity ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 168 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

79% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 94

9.43% more ownership

Funds ownership: 78.39%87.82% (+9.4%)

8% more capital invested

Capital invested by funds: $3.4B → $3.66B (+$263M)

4% more funds holding

Funds holding: 318330 (+12)

5% less funds holding in top 10

Funds holding in top 10: 5956 (-3)

Holders
330
Holders Change
+12
Holders Change %
+3.77%
% of All Funds
4.77%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
0.81%
New
31
Increased
168
Reduced
94
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$7.5M +$744K +11,727 +11%
LFG
102
Larson Financial Group
Missouri
$7.27M -$210K -3,305 -3%
NWM
103
Northwest Wealth Management
Iowa
$7.24M +$85.8K +1,352 +1%
CWM
104
Castle Wealth Management
Florida
$7.14M +$390K +6,149 +6%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$6.9M +$1.77M +27,818 +33%
TWD
106
True Wealth Design
Ohio
$6.59M -$250K -3,937 -4%
Osaic Holdings
107
Osaic Holdings
Arizona
$6.39M +$3M +47,257 +85%
CCA
108
Clarity Capital Advisors
Florida
$6.37M +$129K +2,033 +2%
AC
109
Annandale Capital
Texas
$6.2M +$1.65M +25,996 +35%
SRC
110
Sage Rhino Capital
California
$6.18M -$142K -2,232 -2%
PWM
111
Perigon Wealth Management
California
$6.16M -$3.87K -61 -0.1%
PWS
112
Physician Wealth Solutions
Nevada
$6.01M +$34.8K +549 +0.6%
MCA
113
Magnolia Capital Advisors
Mississippi
$5.91M +$6.02M +94,906 New
VWA
114
Visionary Wealth Advisors
Illinois
$5.78M +$447K +7,041 +8%
SWA
115
ShankerValleau Wealth Advisors
Illinois
$5.76M -$21.6K -340 -0.4%
GPWA
116
Great Point Wealth Advisors
Massachusetts
$5.74M -$148K -2,339 -2%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$5.62M +$1.3M +20,548 +29%
MAM
118
McLean Asset Management
Virginia
$5.59M +$1.28M +20,242 +30%
SEIA
119
Signature Estate & Investment Advisors
California
$5.56M +$16.7K +263 +0.3%
FF
120
Financial Futures
New Jersey
$5.47M -$604K -9,516 -10%
FS
121
Financial Symmetry
North Carolina
$5.25M +$16.7K +263 +0.3%
CPIG
122
Chicago Partners Investment Group
Illinois
$5.04M +$192K +3,026 +4%
AWM
123
Ariadne Wealth Management
California
$4.95M +$5.05M +79,518 New
WPC
124
Wedmont Private Capital
Pennsylvania
$4.48M +$23.7K +374 +0.5%
KLI
125
Kelman-Lazarov Inc
Tennessee
$4.48M +$12.5K +197 +0.3%

AVDE Hedge Fund Activity: Q2 2024 in Review

330 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q2 2024, worth a combined $3.66B — up 7.7% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVDE positions and 17 closed out — a net gain of 14 holders — while 168 added to existing stakes and 94 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $297M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $22.9M sold.

  • 330 institutional investors held Avantis International Equity ETF (AVDE) as of Q2 2024, up from 318 in Q1 2024.
  • Funds reported $3.66B of Avantis International Equity ETF stock for Q2 2024, up 7.7% quarter-over-quarter.
  • 31 funds opened new Avantis International Equity ETF positions in Q2 2024 and 17 closed out, a net change of +14 holders.
  • The largest Avantis International Equity ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $297M added.
  • The largest Avantis International Equity ETF seller in Q2 2024 was Executive Wealth Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2024.