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Avantis International Equity ETF

344 hedge funds and large institutions have $4.27B invested in Avantis International Equity ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 186 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 82

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $3.66B → $4.27B (+$606M)

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

4% more funds holding

Funds holding: 330344 (+14)

8.21% less ownership

Funds ownership: 87.82%79.6% (-8.2%)

Holders
344
Holders Change
+14
Holders Change %
+4.24%
% of All Funds
4.94%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.85%
New
31
Increased
186
Reduced
82
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
101
BWM Planning
Texas
$8.13M +$7.79M +121,278 New
CWM
102
Castle Wealth Management
Florida
$7.69M +$193 +3 +0%
LFG
103
Larson Financial Group
Missouri
$7.6M -$217K -3,375 -3%
VWA
104
Visionary Wealth Advisors
Illinois
$7.43M +$1.16M +18,044 +19%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$7.07M -$351K -5,460 -5%
AC
106
Annandale Capital
Texas
$7.04M +$344K +5,352 +5%
PWM
107
Perigon Wealth Management
California
$6.8M +$161K +2,512 +3%
SRC
108
Sage Rhino Capital
California
$6.78M +$117K +1,823 +2%
JP Morgan Chase
109
JP Morgan Chase
New York
$6.47M -$8.66M -134,762 -58%
CCA
110
Clarity Capital Advisors
Florida
$6.34M -$492K -7,654 -7%
PWS
111
Physician Wealth Solutions
Nevada
$6.3M +$101K +1,578 +2%
SWA
112
ShankerValleau Wealth Advisors
Illinois
$6.29M +$83.5K +1,299 +1%
SFA
113
Sequoia Financial Advisors
Ohio
$6.24M +$5.99M +93,157 New
MAM
114
McLean Asset Management
Virginia
$6.19M +$380K +5,912 +7%
GPWA
115
Great Point Wealth Advisors
Massachusetts
$5.89M -$284K -4,415 -5%
FS
116
Financial Symmetry
North Carolina
$5.69M +$37.7K +586 +0.7%
SFC
117
Strategic Financial Concepts
Texas
$5.44M -$300M -4,663,631 -98%
AWM
118
Ariadne Wealth Management
California
$5.41M +$231K +3,600 +5%
CPIG
119
Chicago Partners Investment Group
Illinois
$5.29M +$189K +2,945 +4%
SEIA
120
Signature Estate & Investment Advisors
California
$5.07M -$879K -13,681 -15%
ARG
121
Advisory Resource Group
Oklahoma
$4.94M +$145K +2,253 +3%
KLI
122
Kelman-Lazarov Inc
Tennessee
$4.91M +$88.2K +1,372 +2%
OWA
123
ORBA Wealth Advisors
Illinois
$4.64M +$2.57K +40 +0.1%
WPC
124
Wedmont Private Capital
Pennsylvania
$4.56M +$6.11K +95 +0.1%
FWM
125
FMB Wealth Management
California
$4.48M +$51.7K +805 +1%

AVDE Hedge Fund Activity: Q3 2024 in Review

344 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2024, worth a combined $4.27B — up 17% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVDE positions and 15 closed out — a net gain of 16 holders — while 186 added to existing stakes and 82 trimmed.

The largest buyer was Annex Advisory Services, adding an estimated $83.3M. The largest seller was Strategic Financial Concepts, cutting an estimated $300M.

  • 344 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $4.27B of Avantis International Equity ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 31 funds opened new Avantis International Equity ETF positions in Q3 2024 and 15 closed out, a net change of +16 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2024 was Annex Advisory Services, an estimated $83.3M added.
  • The largest Avantis International Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.