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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
SWA
126
Sax Wealth Advisors
New Jersey
$5.69M +$5.94M +92,796 New
BH
127
Burk Holdings
Oklahoma
$5.55M +$5.79M +90,428 New
HF
128
Holcombe Financial
Georgia
$5.54M +$5.78M +90,305 New
CPIG
129
Chicago Partners Investment Group
Illinois
$5.45M +$378K +5,907 +7%
GRP
130
Global Retirement Partners
California
$5.35M +$4.94M +77,256 +777%
GPWA
131
Great Point Wealth Advisors
Massachusetts
$5.35M -$40.9K -639 -0.7%
CWM
132
Cornerstone Wealth Management
Missouri
$5.28M +$3.22M +50,349 +141%
SP
133
Symmetry Partners
Connecticut
$5.24M +$5.47M +85,447 New
GWP
134
Gateway Wealth Partners
Wisconsin
$5.15M -$2.85M -44,540 -35%
NA
135
NewEdge Advisors
Louisiana
$5.12M +$2.74M +42,770 +105%
ARG
136
Advisory Resource Group
Oklahoma
$4.98M +$478K +7,462 +10%
BDWCC
137
B&D White Capital Company
Texas
$4.63M +$1.47M +23,003 +44%
WPC
138
Wedmont Private Capital
Pennsylvania
$4.57M +$383K +5,990 +9%
KLI
139
Kelman-Lazarov Inc
Tennessee
$4.55M +$50.6K +790 +1%
AWA
140
AGH Wealth Advisors
Kansas
$4.54M +$4.73M +73,922 New
MIA
141
Milestone Investment Advisors
Wisconsin
$4.53M +$4.72M +73,790 New
AAM
142
Austin Asset Management
Texas
$4.22M +$1.48M +23,197 +51%
TWD
143
True Wealth Design
Ohio
$4.09M +$863K +13,493 +25%
FWM
144
FMB Wealth Management
California
$4.08M -$22.8K -356 -0.5%
EWA
145
EverSource Wealth Advisors
Alabama
$4.02M +$1.15M +17,975 +38%
OWA
146
ORBA Wealth Advisors
Illinois
$4.02M -$242K -3,786 -5%
FWP
147
Falcon Wealth Planning
California
$3.92M +$1.02M +15,950 +33%
KAS
148
Kestra Advisory Services
Texas
$3.83M +$2.13M +33,303 +114%
Osaic Holdings
149
Osaic Holdings
Arizona
$3.78M +$813K +12,709 +26%
LWM
150
Lakeridge Wealth Management
Ohio
$3.76M +$1.19M +18,606 +44%

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.