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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
HA
151
Herold Advisors
New York
$1.26M +$394K +6,825 +45%
MWP
152
Meredith Wealth Planning
Illinois
$1.22M +$608K +10,526 +99%
AC
153
Apella Capital
Connecticut
$1.21M +$1.22M +21,117 New
SWM
154
Seed Wealth Management
Illinois
$1.17M
IWP
155
IAG Wealth Partners
Wisconsin
$1.16M +$1.16M +20,165 New
FFA
156
Farther Finance Advisors
California
$1.1M -$7.91K -137 -0.7%
UWM
157
USAdvisors Wealth Management
Minnesota
$1.09M +$27.7K +480 +3%
BA
158
Bridge Advisory
California
$1.07M +$42K +728 +4%
OCM
159
Orion Capital Management
California
$1.04M +$1.04M +18,051 New
SFC
160
Strategic Financial Concepts
Texas
$1.01M +$187K +3,241 +23%
AWM
161
Apollon Wealth Management
South Carolina
$964K -$431K -7,460 -31%
AWG
162
Altus Wealth Group
Colorado
$957K -$7.39K -128 -0.8%
EAM
163
Evanson Asset Management
California
$938K +$276K +4,786 +41%
NL
164
NWAM LLC
Washington
$929K +$117K +2,019 +14%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$828K -$19.8K -343 -2%
IWM
166
IHT Wealth Management
Illinois
$824K +$565K +9,784 +214%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$793K +$797K +13,808 New
TI
168
Truepoint Inc
Ohio
$783K
GBT
169
Grove Bank & Trust
Florida
$782K +$65.7K +1,138 +9%
NRW
170
Nova R Wealth
Kansas
$777K +$22.6K +392 +3%
NRWA
171
North Ridge Wealth Advisors
Oregon
$770K -$45.8K -794 -6%
Renaissance Technologies
172
Renaissance Technologies
New York
$723K +$46.2K +800 +7%
AWM
173
AE Wealth Management
Kansas
$714K +$718K +12,441 New
TFA
174
Triad Financial Advisors
North Carolina
$712K -$67.2K -1,164 -9%
RJT
175
Raymond James Trust
Florida
$703K

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.