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Avantis International Equity ETF
AVDE

201 hedge funds and large institutions have $1.72B invested in Avantis International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

73% more capital invested

Capital invested by funds: $998M → $1.72B (+$724M)

48% more funds holding in top 10

Funds holding in top 10: 29 → 43 (+14)

30% more funds holding

Funds holding: 155 → 201 (+46)

9.12% more ownership

Funds ownership: 68.68% → 77.79% (+9.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $170K

Holders
201
Holders Change
+46
Holders Change %
+29.68%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+48.28%
% of All Funds
0.69%
New
57
Increased
94
Reduced
39
Closed
6
Calls
–
Puts
$170K
Net Calls
-$170K
Net Calls Change
-$170K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$145M
2
HighTower Advisors
HighTower Advisors
Illinois
+$80.9M
3
Jane Street
Jane Street
New York
+$51.8M
4
AP
Atwood & Palmer
Missouri
+$23.5M
5
WP
WMS Partners
Maryland
+$21.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$40.5M
2
WFA
Websterrogers Financial Advisors
South Carolina
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12.8M
4
WCA
Waypoint Capital Advisors
Minnesota
-$4.81M
5
PFO
Pathstone Family Office
New Jersey
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
126
Tortoise Investment Management
New York
$1.22M -$297K -5,828 -20%
AC
127
Apella Capital
Connecticut
$1.18M -$564K -11,067 -33%
SWM
128
Seed Wealth Management
Illinois
$1.06M +$1.01M +19,920 New
SAG
129
SageView Advisory Group
California
$988K +$946K +18,577 New
BA
130
Bridge Advisory
California
$980K +$144K +2,834 +18%
MML Investors Services
131
MML Investors Services
Massachusetts
$969K +$367K +7,197 +65%
MRWM
132
ML&R Wealth Management
Texas
$958K +$264K +5,181 +40%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$955K +$69.5K +1,365 +8%
UWM
134
USAdvisors Wealth Management
Minnesota
$952K +$339K +6,661 +59%
AWM
135
Align Wealth Management
Oklahoma
$928K +$1.04M +20,341 New
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$916K -$76.3K -1,498 -8%
PAG
137
Private Advisor Group
New Jersey
$909K +$57.8K +1,135 +5%
HA
138
Herold Advisors
New York
$876K +$63.9K +1,254 +8%
AWG
139
Altus Wealth Group
Colorado
$875K +$4.58K +90 +0.5%
IFS
140
Intelligent Financial Strategies
Minnesota
$860K -$89.9K -1,765 -10%
FFA
141
Farther Finance Advisors
California
$849K +$813K +15,962 New
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$834K +$212K +4,155 +36%
TFA
143
Triad Financial Advisors
North Carolina
$826K -$148K -2,898 -16%
NL
144
NWAM LLC
Washington
$819K +$58.5K +1,148 +8%
CCWA
145
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$779K +$746K +14,650 New
TI
146
Truepoint Inc
Ohio
$726K +$695K +13,642 New
Renaissance Technologies
147
Renaissance Technologies
New York
$686K +$657K +12,900 New
LA
148
LexAurum Advisors
Kansas
$681K +$652K +12,810 New
NRW
149
Nova R Wealth
Kansas
$667K -$153K -2,996 -19%
RJT
150
Raymond James Trust
Florida
$651K – – –
4 5
6
7 8

AVDE Hedge Fund Activity: Q4 2022 in Review

201 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2022, worth a combined $1.72B — up 73% from $998M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AVDE positions and 6 closed out — a net gain of 51 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $145M. The largest seller was OneDigital Investment Advisors, cutting an estimated $40.5M.

  • 201 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.72B of Avantis International Equity ETF stock for Q4 2022, up 73% quarter-over-quarter.
  • 57 funds opened new Avantis International Equity ETF positions in Q4 2022 and 6 closed out, a net change of +51 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $145M added.
  • The largest Avantis International Equity ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2022.