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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
CW
176
CreativeOne Wealth
Kansas
$438K +$676 +12 +0.2%
GWM
177
Greenwich Wealth Management
Connecticut
$438K +$433K +7,682 New
GTAM
178
Global Trust Asset Management
Florida
$427K -$7.89K -140 -2%
TFO
179
Tarbox Family Office
California
$410K
GRP
180
Global Retirement Partners
California
$408K +$113K +2,001 +40%
HWM
181
HB Wealth Management
Georgia
$407K +$402K +7,142 New
RJA
182
Raymond James & Associates
Florida
$406K +$402K +7,127 New
PCMC
183
Private Capital Management (Colorado)
Colorado
$390K +$41.5K +736 +12%
LSA
184
L & S Advisors
California
$377K +$373K +6,619 New
VWA
185
Visionary Wealth Advisors
Illinois
$364K +$359K +6,378 New
IFS
186
Intelligent Financial Strategies
Minnesota
$330K -$585K -10,383 -64%
AWM
187
Aprio Wealth Management
Georgia
$327K +$69.9K +1,240 +28%
Wealthfront Advisers
188
Wealthfront Advisers
California
$326K +$24.8K +441 +8%
VCP
189
Vista Capital Partners
Oregon
$321K +$16.3K +290 +5%
GAM
190
GEM Asset Management
Michigan
$305K +$4.56K +81 +2%
MAM
191
Marquette Asset Management
Minnesota
$300K -$172K -3,049 -37%
WP
192
WealthSource Partners
California
$290K -$40.4K -717 -12%
IWM
193
IHT Wealth Management
Illinois
$261K +$257K +4,569 New
ADL
194
Asset Dedication LLC
California
$260K +$2.31K +41 +0.9%
UCFA
195
United Capital Financial Advisors
Texas
$260K
CPP
196
Capasso Planning Partners
South Carolina
$258K +$13.5K +240 +6%
KAS
197
Kestra Advisory Services
Texas
$246K -$11.7M -208,273 -98%
NFG
198
Nations Financial Group
Iowa
$244K +$10K +178 +4%
AIP
199
Almanack Investment Partners
Pennsylvania
$241K
AF
200
Allworth Financial
California
$237K +$36.2K +643 +18%

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.