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Avantis International Equity ETF

242 hedge funds and large institutions have $2.39B invested in Avantis International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 126 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

88% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 67

4% more funds holding

Funds holding: 232242 (+10)

2% more capital invested

Capital invested by funds: $2.35B → $2.39B (+$37.5M)

1.21% less ownership

Funds ownership: 76.63%75.42% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
3.84%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.75%
New
21
Increased
126
Reduced
67
Closed
9
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$473K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
SOL Capital Management
Maryland
$2.29M -$201K -3,495 -8%
WW
127
Waterfront Wealth
Kansas
$2.25M +$175K +3,038 +8%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$2.12M +$452K +7,857 +26%
SCM
129
Sterneck Capital Management
Missouri
$2.07M -$192K -3,338 -8%
AAM
130
Austin Asset Management
Texas
$2.02M +$122K +2,115 +6%
APG
131
Abacus Planning Group
South Carolina
$2M
PAG
132
Private Advisor Group
New Jersey
$1.98M -$7.82K -136 -0.4%
OCM
133
Orion Capital Management
California
$1.96M +$991K +17,236 +95%
QHA
134
Quarry Hill Advisors
Minnesota
$1.92M +$52.7K +917 +3%
CPWM
135
Cypress Point Wealth Management
Texas
$1.91M +$25.4K +442 +1%
SIC
136
SJS Investment Consulting
Ohio
$1.88M +$2.24K +39 +0.1%
VWA
137
Visionary Wealth Advisors
Illinois
$1.86M +$1.29M +22,407 +203%
FFM
138
Forum Financial Management
Illinois
$1.71M +$118K +2,051 +7%
SAG
139
SageView Advisory Group
California
$1.62M +$94.8K +1,650 +6%
EWA
140
EverSource Wealth Advisors
Alabama
$1.57M +$65.7K +1,144 +4%
JCM
141
Jacobi Capital Management
Pennsylvania
$1.5M +$31.6K +550 +2%
Mariner
142
Mariner
Kansas
$1.46M -$79.6K -1,385 -5%
MFC
143
Morris Financial Concepts
South Carolina
$1.46M +$52.4K +911 +4%
TIM
144
Tortoise Investment Management
New York
$1.45M +$32.6K +568 +2%
WA
145
Waverly Advisors
Alabama
$1.44M +$25.2K +438 +2%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$1.39M
LG
147
LAM Group
Oregon
$1.36M -$4.31K -75 -0.3%
MWP
148
Meredith Wealth Planning
Illinois
$1.36M +$183K +3,182 +15%
ZF
149
Zhang Financial
Michigan
$1.35M +$1.4M +24,305 New
UB
150
UMB Bank
Missouri
$1.3M -$410K -7,126 -23%

AVDE Hedge Fund Activity: Q3 2023 in Review

242 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2023, worth a combined $2.39B — up 1.6% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AVDE positions and 9 closed out — a net gain of 12 holders — while 126 added to existing stakes and 67 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $47.3M. The largest seller was Jane Street, cutting an estimated $57.1M.

  • 242 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2023, up from 232 in Q2 2023.
  • Funds reported $2.39B of Avantis International Equity ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 21 funds opened new Avantis International Equity ETF positions in Q3 2023 and 9 closed out, a net change of +12 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $47.3M added.
  • The largest Avantis International Equity ETF seller in Q3 2023 was Jane Street, an estimated $57.1M sold.

Based on aggregated 13F filings for Q3 2023.