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Avantis International Equity ETF

232 hedge funds and large institutions have $2.35B invested in Avantis International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

134% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 58

21% more capital invested

Capital invested by funds: $1.94B → $2.35B (+$412M)

5% more funds holding

Funds holding: 222232 (+10)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1.98% more ownership

Funds ownership: 74.65%76.63% (+2%)

Holders
232
Holders Change
+10
Holders Change %
+4.5%
% of All Funds
3.64%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
22
Increased
136
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APG
126
Abacus Planning Group
South Carolina
$2.06M -$153K -2,656 -7%
SWP
127
Stratos Wealth Partners
Ohio
$2.04M +$181K +3,128 +10%
TC
128
Trilogy Capital
California
$1.97M +$1.08M +18,638 +126%
AAM
129
Austin Asset Management
Texas
$1.96M +$121K +2,101 +7%
CPWM
130
Cypress Point Wealth Management
Texas
$1.94M +$434K +7,509 +29%
SIC
131
SJS Investment Consulting
Ohio
$1.94M -$44K -762 -2%
RW
132
REDW Wealth
New Mexico
$1.94M +$561K +9,708 +40%
QHA
133
Quarry Hill Advisors
Minnesota
$1.93M -$259K -4,494 -12%
UB
134
UMB Bank
Missouri
$1.75M -$442K -7,655 -20%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$1.73M +$832K +14,414 +91%
FFM
136
Forum Financial Management
Illinois
$1.64M +$182K +3,157 +12%
Mariner
137
Mariner
Kansas
$1.59M +$227K +3,938 +17%
SAG
138
SageView Advisory Group
California
$1.58M +$525K +9,089 +50%
EWA
139
EverSource Wealth Advisors
Alabama
$1.55M -$47.1K -815 -3%
JCM
140
Jacobi Capital Management
Pennsylvania
$1.52M -$2.94K -51 -0.2%
SHWM
141
Silicon Hills Wealth Management
Texas
$1.46M -$74.5K -1,291 -5%
WA
142
Waverly Advisors
Alabama
$1.46M +$1.47M +25,464 New
TIM
143
Tortoise Investment Management
New York
$1.46M +$27K +467 +2%
MFC
144
Morris Financial Concepts
South Carolina
$1.45M +$47.8K +828 +3%
LNWWM
145
Laird Norton Wetherby Wealth Management
California
$1.44M +$1.44M +25,000 New
LG
146
LAM Group
Oregon
$1.41M -$21.1K -365 -1%
MWM
147
Merriman Wealth Management
Washington
$1.36M +$1.56K +27 +0.1%
MFG
148
Magnus Financial Group
New York
$1.29M -$90.4K -1,565 -6%
LA
149
LexAurum Advisors
Kansas
$1.29M +$151K +2,613 +13%
T
150
TRUADVICE
Florida
$1.28M +$23.6K +408 +2%

AVDE Hedge Fund Activity: Q2 2023 in Review

232 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q2 2023, worth a combined $2.35B — up 21% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVDE positions and 9 closed out — a net gain of 13 holders — while 136 added to existing stakes and 58 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $156M. The largest seller was Creative Planning, cutting an estimated $8.49M.

  • 232 institutional investors held Avantis International Equity ETF (AVDE) as of Q2 2023, up from 222 in Q1 2023.
  • Funds reported $2.35B of Avantis International Equity ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 22 funds opened new Avantis International Equity ETF positions in Q2 2023 and 9 closed out, a net change of +13 holders.
  • The largest Avantis International Equity ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $156M added.
  • The largest Avantis International Equity ETF seller in Q2 2023 was Creative Planning, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2023.