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Avantis International Equity ETF

413 hedge funds and large institutions have $4.36B invested in Avantis International Equity ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 84

20% more funds holding

Funds holding: 344413 (+69)

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

3.28% more ownership

Funds ownership: 79.6%82.88% (+3.3%)

2% more capital invested

Capital invested by funds: $4.27B → $4.36B (+$96.5M)

50% less call options, than puts

Call options by funds: $49K | Put options by funds: $98K

Holders
413
Holders Change
+69
Holders Change %
+20.06%
% of All Funds
5.44%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.8%
New
93
Increased
200
Reduced
84
Closed
19
Calls
$49K
Puts
$98K
Net Calls
-$49K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$8.52M +$1.02M +15,982 +13%
SRCM
102
Signature Resources Capital Management
California
$7.98M +$54.3K +849 +0.7%
AWA
103
ARQ Wealth Advisors
Arizona
$7.72M -$1.67M -26,108 -17%
CWA
104
Canvas Wealth Advisors
Kansas
$7.64M -$524K -8,192 -6%
MAM
105
McLean Asset Management
Virginia
$7.59M +$1.94M +30,278 +32%
FS
106
Financial Symmetry
North Carolina
$7.57M +$2.46M +38,480 +45%
NWM
107
Northwest Wealth Management
Iowa
$7.56M -$287K -4,491 -4%
DCM
108
Disciplina Capital Management
Tennessee
$7.35M -$131K -2,048 -2%
TWA
109
Trace Wealth Advisors
California
$6.99M +$7.29M +113,926 New
VWA
110
Visionary Wealth Advisors
Illinois
$6.9M +$101K +1,573 +1%
LFG
111
Larson Financial Group
Missouri
$6.88M -$76.5K -1,196 -1%
CWM
112
Castle Wealth Management
Florida
$6.81M -$240K -3,755 -3%
SRC
113
Sage Rhino Capital
California
$6.59M +$397K +6,208 +6%
PWM
114
Perigon Wealth Management
California
$6.49M +$220K +3,444 +3%
AC
115
Annandale Capital
Texas
$6.47M +$24.7K +386 +0.4%
EK
116
Evensky & Katz
Florida
$6.44M +$2.64M +41,241 +65%
SFC
117
Strategic Financial Concepts
Texas
$6.42M +$1.5M +23,442 +29%
JP Morgan Chase
118
JP Morgan Chase
New York
$6.41M +$503K +7,864 +8%
PWS
119
Physician Wealth Solutions
Nevada
$6.13M +$111K +1,727 +2%
SWA
120
ShankerValleau Wealth Advisors
Illinois
$6.03M +$277K +4,334 +5%
CCA
121
Clarity Capital Advisors
Florida
$5.88M +$78.4K +1,225 +1%
AWM
122
Ariadne Wealth Management
California
$5.88M +$495K +7,741 +9%
PWM
123
Parkworth Wealth Management
California
$5.75M +$6M +93,773 New
SFA
124
Sequoia Financial Advisors
Ohio
$5.72M
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$5.72M -$822K -12,849 -12%

AVDE Hedge Fund Activity: Q4 2024 in Review

413 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2024, worth a combined $4.36B — up 2.3% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AVDE positions and 19 closed out — a net gain of 74 holders — while 200 added to existing stakes and 84 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $44.2M. The largest seller was Annex Advisory Services, cutting an estimated $52.8M.

  • 413 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2024, up from 344 in Q3 2024.
  • Funds reported $4.36B of Avantis International Equity ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 93 funds opened new Avantis International Equity ETF positions in Q4 2024 and 19 closed out, a net change of +74 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2024 was Gradient Investments, an estimated $44.2M added.
  • The largest Avantis International Equity ETF seller in Q4 2024 was Annex Advisory Services, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2024.