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Avantis International Equity ETF

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: 4348 (+5)

10% more funds holding

Funds holding: 201222 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$842K -$138K -2,452 -14%
TC
152
Trilogy Capital
California
$842K +$146K +2,599 +21%
SFC
153
Strategic Financial Concepts
Texas
$814K +$804K +14,271 New
NRWA
154
North Ridge Wealth Advisors
Oregon
$811K +$801K +14,213 New
NL
155
NWAM LLC
Washington
$808K -$68.7K -1,220 -8%
TI
156
Truepoint Inc
Ohio
$778K
TFA
157
Triad Financial Advisors
North Carolina
$774K -$111K -1,962 -13%
NRW
158
Nova R Wealth
Kansas
$749K +$34K +603 +5%
AWA
159
ARQ Wealth Advisors
Arizona
$746K +$737K +13,085 New
GBT
160
Grove Bank & Trust
Florida
$712K +$69K +1,224 +11%
RJT
161
Raymond James Trust
Florida
$699K
Renaissance Technologies
162
Renaissance Technologies
New York
$673K -$62K -1,100 -9%
EAM
163
Evanson Asset Management
California
$659K
MWP
164
Meredith Wealth Planning
Illinois
$608K +$329K +5,839 +121%
PP
165
Prosperity Planning
Missouri
$604K -$95.7K -1,698 -14%
THL
166
Tillman Hartley LLC
Colorado
$564K
IA
167
IAM Advisory
Pennsylvania
$561K +$554K +9,840 New
JP Morgan Chase
168
JP Morgan Chase
New York
$535K +$288K +5,103 +119%
AFA
169
Alpha Financial Advisors
North Carolina
$520K -$26.6K -472 -5%
TLA
170
Tanglewood Legacy Advisors
Texas
$502K +$496K +8,810 New
LFA
171
Level Financial Advisors
New York
$493K +$19.7K +349 +4%
CPA
172
Capital Performance Advisors
California
$489K +$10.3K +182 +2%
GT
173
Glenview Trust
Kentucky
$477K +$472K +8,370 New
EW
174
Evoke Wealth
California
$460K +$49.6K +880 +12%
ACP
175
Aveo Capital Partners
Colorado
$439K +$434K +7,702 New

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.