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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
SF
176
Slagle Financial
Illinois
$701K +$705K +12,211 New
PP
177
Prosperity Planning
Missouri
$642K +$33.7K +583 +6%
VWA
178
Visionary Wealth Advisors
Illinois
$632K +$268K +4,638 +73%
MRWM
179
ML&R Wealth Management
Texas
$615K -$819K -14,193 -57%
GWM
180
Greenwich Wealth Management
Connecticut
$598K +$158K +2,730 +36%
IA
181
IAM Advisory
Pennsylvania
$569K +$4.62K +80 +0.8%
THL
182
Tillman Hartley LLC
Colorado
$567K
RJA
183
Raymond James & Associates
Florida
$541K +$133K +2,304 +32%
AFA
184
Alpha Financial Advisors
North Carolina
$523K
GT
185
Glenview Trust
Kentucky
$510K +$29.6K +513 +6%
CPA
186
Capital Performance Advisors
California
$508K +$15.3K +265 +3%
TLA
187
Tanglewood Legacy Advisors
Texas
$506K
CW
188
CreativeOne Wealth
Kansas
$500K +$59.4K +1,029 +13%
LSA
189
L & S Advisors
California
$495K +$116K +2,009 +30%
PCMC
190
Private Capital Management (Colorado)
Colorado
$484K +$92.3K +1,599 +23%
LFA
191
Level Financial Advisors
New York
$480K -$16.3K -283 -3%
EW
192
Evoke Wealth
California
$467K +$3.29K +57 +0.7%
SOS
193
Silver Oak Securities
Tennessee
$445K +$448K +7,754 New
GTAM
194
Global Trust Asset Management
Florida
$430K
GRP
195
Global Retirement Partners
California
$425K +$20.3K +352 +5%
HWM
196
HB Wealth Management
Georgia
$410K
Wealthfront Advisers
197
Wealthfront Advisers
California
$356K +$27.9K +484 +8%
SXL
198
Summit X LLC
Missouri
$355K +$357K +6,188 New
VCP
199
Vista Capital Partners
Oregon
$336K +$13.8K +239 +4%
ASN
200
Advisory Services Network
Georgia
$333K +$200K +3,460 +148%

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.