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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
WP
201
WealthShield Partners
North Carolina
$234K +$231K +4,100 New
CHA
202
Cooper/Haims Advisors
New York
$224K
CPFP
203
Clear Perspectives Financial Planning
Ohio
$217K +$214K +3,800 New
GLA
204
Good Life Advisors
Pennsylvania
$215K +$212K +3,771 New
CA
205
Cetera Advisors
Colorado
$212K +$210K +3,723 New
SF
206
Safeguard Financial
Wisconsin
$212K +$210K +3,721 New
AA
207
Aire Advisors
California
$202K +$200K +3,546 New
ASN
208
Advisory Services Network
Georgia
$134K
BAM
209
Baldrige Asset Management
Pennsylvania
$96K
PTC
210
Private Trust Company
Ohio
$89K
IGWM
211
ICA Group Wealth Management
Colorado
$81.4K
BFO
212
Biltmore Family Office
North Carolina
$81.2K +$80.2K +1,424 New
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$66.5K +$65.7K +1,166 New
HI
214
Harbour Investments
Wisconsin
$22.8K
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$11.2K +$86.6K +1,537 +0.8%
IA
216
IFP Advisors
Florida
$8.68K +$9.8K +174 New
TC
217
Trust Company
Kansas
$4.11K
TF
218
TimeScale Financial
Massachusetts
$1.71K +$1.69K +30 New
KFI
219
Key Financial Inc
Pennsylvania
$970
AA
220
Addison Advisors
Vermont
$519
Fidelity Investments
221
Fidelity Investments
Massachusetts
$57 +$56 +1 New
RWM
222
Ruedi Wealth Management
Illinois
$34
Citadel Advisors
223
Citadel Advisors
Florida
-$19.7M -349,517 Closed
OMC
224
Old Mission Capital
Illinois
-$4.01M -75,466 Closed
DWM
225
Dopkins Wealth Management
New York
-$1.27M -23,819 Closed

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.