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Avantis International Equity ETF
AVDE

222 hedge funds and large institutions have $1.94B invested in Avantis International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,633% more call options, than puts

Call options by funds: $1M | Put options by funds: $6K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

136% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 50

13% more capital invested

Capital invested by funds: $1.72B → $1.94B (+$218M)

12% more funds holding in top 10

Funds holding in top 10: 43 → 48 (+5)

10% more funds holding

Funds holding: 201 → 222 (+21)

3.15% less ownership

Funds ownership: 77.79% → 74.65% (-3.1%)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.54%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.76%
New
35
Increased
118
Reduced
50
Closed
10
Calls
$1M
Puts
$6K
Net Calls
+$998K
Net Calls Change
+$1.17M

Top Buyers

1
WP
WMS Partners
Maryland
+$20.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$20.4M
3
RWM
Rockwood Wealth Management
Pennsylvania
+$16.8M
4
EWM
Executive Wealth Management
Michigan
+$15.8M
5
JWM
Janiczek Wealth Management
Colorado
+$12.6M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$67.9M
2
Jane Street
Jane Street
New York
-$26M
3
Citadel Advisors
Citadel Advisors
Florida
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$11.7M
5
SHWM
Silicon Hills Wealth Management
Texas
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
126
Cypress Point Wealth Management
Texas
$1.5M +$150K +2,656 +11%
FFM
127
Forum Financial Management
Illinois
$1.45M +$9.41K +167 +0.7%
TIM
128
Tortoise Investment Management
New York
$1.42M +$116K +2,067 +9%
MRWM
129
ML&R Wealth Management
Texas
$1.42M +$388K +6,886 +38%
LG
130
LAM Group
Oregon
$1.42M -$22.3K -395 -2%
MFC
131
Morris Financial Concepts
South Carolina
$1.4M +$74K +1,314 +6%
AWM
132
Apollon Wealth Management
South Carolina
$1.38M +$5.63K +100 +0.4%
MFG
133
Magnus Financial Group
New York
$1.38M +$10.4K +185 +0.8%
RW
134
REDW Wealth
New Mexico
$1.37M +$1.1M +19,567 +440%
Mariner
135
Mariner
Kansas
$1.35M +$1.34M +23,740 New
MWM
136
Merriman Wealth Management
Washington
$1.35M +$451 +8 +0%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$1.3M +$1.28M +22,744 New
T
138
TRUADVICE
Florida
$1.27M -$196K -3,472 -14%
PFO
139
Pathstone Family Office
New Jersey
$1.18M -$1.74M -30,836 -60%
SWM
140
Seed Wealth Management
Illinois
$1.17M +$30.4K +540 +3%
LA
141
LexAurum Advisors
Kansas
$1.13M +$394K +6,994 +55%
FFA
142
Farther Finance Advisors
California
$1.1M +$190K +3,367 +21%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$1.09M +$24.6K +437 +2%
UWM
144
USAdvisors Wealth Management
Minnesota
$1.06M +$39K +692 +4%
SAG
145
SageView Advisory Group
California
$1.05M -$12.4K -220 -1%
BA
146
Bridge Advisory
California
$1.02M -$32.7K -580 -3%
AWG
147
Altus Wealth Group
Colorado
$958K +$18.9K +335 +2%
FTUS
148
Flow Traders U.S.
New York
$925K +$914K +16,220 New
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$900K +$6.2K +110 +0.7%
HA
150
Herold Advisors
New York
$867K -$71.3K -1,265 -8%
4 5
6
7 8

AVDE Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2023, worth a combined $1.94B — up 13% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVDE positions and 10 closed out — a net gain of 25 holders — while 118 added to existing stakes and 50 trimmed.

The largest buyer was WMS Partners, adding an estimated $20.8M. The largest seller was Creative Planning, cutting an estimated $67.9M.

  • 222 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2023, up from 201 in Q4 2022.
  • Funds reported $1.94B of Avantis International Equity ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 35 funds opened new Avantis International Equity ETF positions in Q1 2023 and 10 closed out, a net change of +25 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2023 was WMS Partners, an estimated $20.8M added.
  • The largest Avantis International Equity ETF seller in Q1 2023 was Creative Planning, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2023.