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Avantis International Equity ETF
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Overview Fund Activity

302 hedge funds and large institutions have $3.09B invested in Avantis International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+61
Holders Change %
+25.31%
% of All Funds
4.43%
Holding in Top 10
58
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.09%
% of All Funds
0.85%
New
72
Increased
148
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$118M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$61.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$229M
5
KF
5
Krilogy Financial
Missouri
$17.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.19M
2
GSWM
2
Greenup Street Wealth Management
Michigan
$33.4M
3
Creative Planning
3
Creative Planning
Kansas
$66.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.3M
5
Bank of America
5
Bank of America
North Carolina
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWM
151
Cypress Point Wealth Management
Texas
$2.29M +$222K +3,676 +11%
QHA
152
Quarry Hill Advisors
Minnesota
$2.23M +$140K +2,312 +7%
SCM
153
Sterneck Capital Management
Missouri
$2.19M -$61.2K -1,013 -3%
APG
154
Abacus Planning Group
South Carolina
$2.13M -$37.2K -615 -2%
SIC
155
SJS Investment Consulting
Ohio
$2.05M – – –
OCM
156
Orion Capital Management
California
$2.04M -$88.5K -1,465 -4%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$1.98M -$317K -5,245 -14%
Mariner
158
Mariner
Kansas
$1.97M +$382K +6,323 +24%
CNC
159
Citizens & Northern Corp
Pennsylvania
$1.94M +$1.94M +32,037 New
PCMC
160
Private Capital Management (Colorado)
Colorado
$1.86M +$1.05M +17,444 +131%
FFM
161
Forum Financial Management
Illinois
$1.85M -$3.14K -52 -0.2%
CTC
162
Cetera Trust Company
Minnesota
$1.78M +$1.78M +29,437 New
EWA
163
EverSource Wealth Advisors
Alabama
$1.7M -$302 -5 -0%
BFA
164
Brown Financial Advisory
Alabama
$1.7M +$1.7M +28,078 New
TIM
165
Tortoise Investment Management
New York
$1.67M +$104K +1,719 +7%
NL
166
NWAM LLC
Washington
$1.64M +$567K +9,388 +53%
MFC
167
Morris Financial Concepts
South Carolina
$1.61M +$28.8K +477 +2%
CPL
168
CAP Partners LLC
Tennessee
$1.61M +$1.61M +26,706 New
MWP
169
Meredith Wealth Planning
Illinois
$1.6M +$125K +2,072 +9%
Comerica Bank
170
Comerica Bank
Texas
$1.58M +$935K +15,470 +144%
WA
171
Waverly Advisors
Alabama
$1.56M -$2.96K -49 -0.2%
JCM
172
Jacobi Capital Management
Pennsylvania
$1.51M -$121K -2,007 -7%
LNWWM
173
Laird Norton Wetherby Wealth Management
California
$1.51M – – –
FWM
174
Fonville Wealth Management
Virginia
$1.49M +$1.49M +24,682 New
UB
175
UMB Bank
Missouri
$1.42M +$11.3K +187 +0.8%
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