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Avantis International Equity ETF
AVDE

201 hedge funds and large institutions have $1.72B invested in Avantis International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

73% more capital invested

Capital invested by funds: $998M → $1.72B (+$724M)

48% more funds holding in top 10

Funds holding in top 10: 29 → 43 (+14)

30% more funds holding

Funds holding: 155 → 201 (+46)

9.12% more ownership

Funds ownership: 68.68% → 77.79% (+9.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $170K

Holders
201
Holders Change
+46
Holders Change %
+29.68%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+48.28%
% of All Funds
0.69%
New
57
Increased
94
Reduced
39
Closed
6
Calls
–
Puts
$170K
Net Calls
-$170K
Net Calls Change
-$170K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$145M
2
HighTower Advisors
HighTower Advisors
Illinois
+$80.9M
3
Jane Street
Jane Street
New York
+$51.8M
4
AP
Atwood & Palmer
Missouri
+$23.5M
5
WP
WMS Partners
Maryland
+$21.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$40.5M
2
WFA
Websterrogers Financial Advisors
South Carolina
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12.8M
4
WCA
Waypoint Capital Advisors
Minnesota
-$4.81M
5
PFO
Pathstone Family Office
New Jersey
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
176
Asset Dedication LLC
California
$245K +$31.2K +612 +16%
UCFA
177
United Capital Financial Advisors
Texas
$242K +$232K +4,553 New
AWM
178
Aprio Wealth Management
Georgia
$239K +$229K +4,500 New
RW
179
REDW Wealth
New Mexico
$237K +$227K +4,447 New
IA
180
Integrity Advisory
Kansas
$232K +$222K +4,367 New
MHB
181
Midwest Heritage Bank
Iowa
$232K -$11.2K -220 -5%
JP Morgan Chase
182
JP Morgan Chase
New York
$228K +$159K +3,122 +271%
CPP
183
Capasso Planning Partners
South Carolina
$227K +$218K +4,277 New
AIP
184
Almanack Investment Partners
Pennsylvania
$225K +$46.1K +905 +27%
NFG
185
Nations Financial Group
Iowa
$219K +$209K +4,108 New
CHA
186
Cooper/Haims Advisors
New York
$208K +$200K +3,919 New
AF
187
Allworth Financial
California
$187K – – –
ASN
188
Advisory Services Network
Georgia
$125K +$119K +2,342 New
BAM
189
Baldrige Asset Management
Pennsylvania
$90K -$8.35K -164 -9%
PTC
190
Private Trust Company
Ohio
$83K +$66.2K +1,300 +500%
IGWM
191
ICA Group Wealth Management
Colorado
$76K +$72.7K +1,428 New
TFS
192
TrustCore Financial Services
Tennessee
$51.6K – – –
HI
193
Harbour Investments
Wisconsin
$21.3K -$713 -14 -3%
NA
194
NewEdge Advisors
Louisiana
$14.5K +$13.9K +273 New
TC
195
Trust Company
Kansas
$4K – – –
SCA
196
Stonebridge Capital Advisors
Minnesota
$3.08K – – –
BCMIO
197
Beacon Capital Management Inc (Ohio)
Ohio
$1.33K +$1.27K +25 New
KFI
198
Key Financial Inc
Pennsylvania
$776 – – –
AA
199
Addison Advisors
Vermont
$483 +$458 +9 New
MCC
200
Money Concepts Capital
Florida
$372 +$357 +7 New
5 6 7
8
9

AVDE Hedge Fund Activity: Q4 2022 in Review

201 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2022, worth a combined $1.72B — up 73% from $998M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AVDE positions and 6 closed out — a net gain of 51 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $145M. The largest seller was OneDigital Investment Advisors, cutting an estimated $40.5M.

  • 201 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.72B of Avantis International Equity ETF stock for Q4 2022, up 73% quarter-over-quarter.
  • 57 funds opened new Avantis International Equity ETF positions in Q4 2022 and 6 closed out, a net change of +51 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $145M added.
  • The largest Avantis International Equity ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2022.