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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
IFS
201
Intelligent Financial Strategies
Minnesota
$332K -$404 -7 -0.1%
AWM
202
Aprio Wealth Management
Georgia
$330K +$577 +10 +0.2%
WIA
203
World Investment Advisors
California
$314K +$315K +5,463 New
GAM
204
GEM Asset Management
Michigan
$310K +$2.89K +50 +0.9%
WP
205
WealthSource Partners
California
$291K -$173 -3 -0.1%
KAS
206
Kestra Advisory Services
Texas
$285K +$37.3K +646 +15%
BTI
207
Blue Trust Inc
Georgia
$272K +$276K +4,774 New
CPP
208
Capasso Planning Partners
South Carolina
$264K +$4.85K +84 +2%
UCFA
209
United Capital Financial Advisors
Texas
$261K
GLA
210
Good Life Advisors
Pennsylvania
$260K +$43.3K +750 +20%
ADL
211
Asset Dedication LLC
California
$255K -$6.7K -116 -3%
JTWM
212
Jackson Thornton Wealth Management
Alabama
$255K +$256K +4,440 New
NFG
213
Nations Financial Group
Iowa
$246K
AIP
214
Almanack Investment Partners
Pennsylvania
$237K -$5.77K -100 -2%
CHA
215
Cooper/Haims Advisors
New York
$229K +$4.21K +73 +2%
GA
216
Greenspring Advisors
Maryland
$221K -$1.57M -27,265 -88%
MG
217
Mather Group
Illinois
$218K +$219K +3,800 New
CA
218
Cetera Advisors
Colorado
$215K +$1.44K +25 +0.7%
MAM
219
Marquette Asset Management
Minnesota
$212K -$91.2K -1,579 -30%
AA
220
Aire Advisors
California
$204K
AF
221
Allworth Financial
California
$202K -$37.1K -643 -15%
PTC
222
Private Trust Company
Ohio
$120K +$30.5K +529 +34%
BFO
223
Biltmore Family Office
North Carolina
$81.7K
IGWM
224
ICA Group Wealth Management
Colorado
$63.1K -$18.9K -328 -23%
JP Morgan Chase
225
JP Morgan Chase
New York
$53.7K -$487K -8,442 -90%

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.