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Avantis International Equity ETF

303 hedge funds and large institutions have $3.1B invested in Avantis International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 7

161% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 57

30% more capital invested

Capital invested by funds: $2.39B → $3.1B (+$712M)

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

25% more funds holding

Funds holding: 242303 (+61)

6.32% more ownership

Funds ownership: 75.42%81.75% (+6.3%)

Holders
303
Holders Change
+61
Holders Change %
+25.21%
% of All Funds
4.42%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.86%
New
72
Increased
149
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
201
Level Financial Advisors
New York
$955K +$242K +4,278 +37%
IWM
202
IHT Wealth Management
Illinois
$923K -$19.1K -338 -2%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$880K +$7.14K +126 +0.9%
WA
204
Wealthstream Advisors
New York
$843K +$576K +10,177 +270%
NRW
205
Nova R Wealth
Kansas
$831K +$14.8K +262 +2%
TI
206
Truepoint Inc
Ohio
$825K +$510 +9 +0.1%
HKIMG
207
Hutchens & Kramer Investment Management Group
Indiana
$815K +$385K +6,793 +101%
PP
208
Prosperity Planning
Missouri
$758K +$75K +1,324 +12%
RJT
209
Raymond James Trust
Florida
$740K
MRWM
210
ML&R Wealth Management
Texas
$734K +$225K +3,976 +49%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$721K -$85.1K -1,503 -11%
ATI
212
ARK & TLK Investments
Oklahoma
$721K +$675K +11,925 New
AWM
213
AE Wealth Management
Kansas
$717K -$2.72K -48 -0.4%
SF
214
Slagle Financial
Illinois
$681K +$636K +11,226 +99%
LSA
215
Lion Street Advisors
Texas
$677K +$332K +5,868 +110%
SOS
216
Silver Oak Securities
Tennessee
$667K +$385K +6,801 +160%
IA
217
IAM Advisory
Pennsylvania
$639K +$32.1K +567 +6%
GAM
218
GEM Asset Management
Michigan
$612K +$44.3K +782 +8%
THL
219
Tillman Hartley LLC
Colorado
$597K
PWMG
220
Private Wealth Management Group
New Jersey
$569K +$533K +9,420 New
LPP
221
Life Planning Partners
Florida
$564K +$529K +9,335 New
Prudential Financial
222
Prudential Financial
New Jersey
$552K +$57.9K +1,022 +13%
AFA
223
Alpha Financial Advisors
North Carolina
$551K
MWA
224
MN Wealth Advisors
Kansas
$539K +$505K +8,918 New
GT
225
Glenview Trust
Kentucky
$538K

AVDE Hedge Fund Activity: Q4 2023 in Review

303 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2023, worth a combined $3.1B — up 30% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDE positions and 7 closed out — a net gain of 65 holders — while 149 added to existing stakes and 57 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $110M. The largest seller was Jane Street, cutting an estimated $15.7M.

  • 303 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2023, up from 242 in Q3 2023.
  • Funds reported $3.1B of Avantis International Equity ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 72 funds opened new Avantis International Equity ETF positions in Q4 2023 and 7 closed out, a net change of +65 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2023 was Annex Advisory Services, an estimated $110M added.
  • The largest Avantis International Equity ETF seller in Q4 2023 was Jane Street, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.