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Avantis International Equity ETF

318 hedge funds and large institutions have $3.4B invested in Avantis International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

65% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 94

10% more capital invested

Capital invested by funds: $3.1B → $3.4B (+$297M)

5% more funds holding

Funds holding: 303318 (+15)

0% more funds holding in top 10

Funds holding in top 10: 5959 (0)

3.36% less ownership

Funds ownership: 81.75%78.39% (-3.4%)

Holders
318
Holders Change
+15
Holders Change %
+4.95%
% of All Funds
4.58%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
32
Increased
155
Reduced
94
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCG
151
Transcendent Capital Group
Oklahoma
$2.51M +$12.8K +211 +0.5%
Mariner
152
Mariner
Kansas
$2.35M +$263K +4,329 +13%
QHA
153
Quarry Hill Advisors
Minnesota
$2.33M -$22K -362 -1%
SCM
154
Sterneck Capital Management
Missouri
$2.32M +$5.17K +85 +0.2%
OCM
155
Orion Capital Management
California
$2.28M +$120K +1,977 +6%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$2.18M +$86.7K +1,425 +4%
SIC
157
SJS Investment Consulting
Ohio
$2.15M -$2.74K -45 -0.1%
APG
158
Abacus Planning Group
South Carolina
$2.06M -$186K -3,058 -9%
CFO
159
Collective Family Office
Pennsylvania
$2.05M +$606K +9,962 +45%
PCMC
160
Private Capital Management (Colorado)
Colorado
$2.04M +$81.6K +1,342 +4%
CNC
161
Citizens & Northern Corp
Pennsylvania
$2.01M -$26.5K -436 -1%
FFA
162
Farther Finance Advisors
California
$2.01M +$882K +14,505 +85%
HA
163
Herold Advisors
New York
$1.9M +$549K +9,019 +43%
CTC
164
Cetera Trust Company
Minnesota
$1.88M
TIM
165
Tortoise Investment Management
New York
$1.81M +$45.8K +752 +3%
BFA
166
Brown Financial Advisory
Alabama
$1.79M
CPL
167
CAP Partners LLC
Tennessee
$1.78M +$77.8K +1,278 +5%
TFM
168
Trademark Financial Management
Minnesota
$1.78M -$1.5M -24,609 -47%
MWP
169
Meredith Wealth Planning
Illinois
$1.73M +$46.8K +770 +3%
KAS
170
Kestra Advisory Services
Texas
$1.73M +$628K +10,315 +61%
Comerica Bank
171
Comerica Bank
Texas
$1.7M +$30.7K +504 +2%
MFC
172
Morris Financial Concepts
South Carolina
$1.68M -$23.9K -392 -1%
LWM
173
Lakeridge Wealth Management
Ohio
$1.65M +$256K +4,209 +19%
FFM
174
Forum Financial Management
Illinois
$1.64M -$300K -4,937 -16%
WA
175
Waverly Advisors
Alabama
$1.62M -$24.3K -399 -2%

AVDE Hedge Fund Activity: Q1 2024 in Review

318 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2024, worth a combined $3.4B — up 9.6% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVDE positions and 15 closed out — a net gain of 17 holders — while 155 added to existing stakes and 94 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 318 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2024, up from 303 in Q4 2023.
  • Funds reported $3.4B of Avantis International Equity ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 32 funds opened new Avantis International Equity ETF positions in Q1 2024 and 15 closed out, a net change of +17 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $51.3M added.
  • The largest Avantis International Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.