We are live on ! Find out more
AVDE icon

Avantis International Equity ETF
AVDE

73 hedge funds and large institutions have $574M invested in Avantis International Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 10

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

16% more funds holding

Funds holding: 63 → 73 (+10)

4% more capital invested

Capital invested by funds: $553M → $574M (+$21.8M)

2.77% less ownership

Funds ownership: 61.08% → 58.31% (-2.8%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
14
Increased
43
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWP
Waypoint Wealth Partners
California
+$10.9M
2
WFA
Wipfli Financial Advisors
Wisconsin
+$5.07M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.85M
4
AP
Adero Partners
California
+$4.24M
5
OIA
OneDigital Investment Advisors
Kansas
+$3.58M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$6.69M
2
MCA
Magnolia Capital Advisors
Mississippi
-$5.11M
3
Jane Street
Jane Street
New York
-$2.7M
4
VCM
Versant Capital Management
Arizona
-$1.58M
5
T
TRUADVICE
Florida
-$519K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$72.2M +$1.15K +18 +0%
WFA
2
Wipfli Financial Advisors
Wisconsin
$62.1M +$5.07M +79,320 +9%
WWP
3
Waypoint Wealth Partners
California
$58.5M +$10.9M +169,947 +22%
OIA
4
OneDigital Investment Advisors
Kansas
$48.4M +$3.58M +56,018 +8%
WFA
5
Websterrogers Financial Advisors
South Carolina
$43.5M +$1.08M +16,845 +2%
PL
6
Plancorp LLC
Missouri
$39.2M – – –
PP
7
PrairieView Partners
Minnesota
$38.9M +$1.24M +19,418 +3%
VCM
8
Versant Capital Management
Arizona
$36.1M -$1.58M -24,732 -4%
RW
9
RVW Wealth
California
$26M +$950K +14,862 +4%
AP
10
Adero Partners
California
$25M +$4.24M +66,325 +20%
CL
11
CPWM LLC
Washington
$13.6M +$1.79M +28,031 +15%
HighTower Advisors
12
HighTower Advisors
Illinois
$12M +$4.85M +75,882 +65%
SP
13
Symmetry Partners
Connecticut
$10.9M – – –
6M
14
6 Meridian
Kansas
$8.3M +$380K +5,940 +5%
MCA
15
Magnolia Capital Advisors
Mississippi
$5.78M -$5.11M -79,974 -46%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.5M +$308K +4,814 +6%
SRC
17
Sage Rhino Capital
California
$5.35M -$154K -2,411 -3%
VWA
18
V Wealth Advisors
Kansas
$5.26M +$704K +11,025 +15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.6M +$1.76M +27,468 +60%
SEIA
20
Signature Estate & Investment Advisors
California
$4.41M +$102K +1,604 +2%
MWM
21
Merriman Wealth Management
Washington
$4.36M +$356K +5,570 +9%
AF
22
Advisornet Financial
Minnesota
$4.26M +$2.62M +41,017 +151%
CA
23
CGN Advisors
Kansas
$4.15M +$2.31M +36,120 +119%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.78M +$1.02M +15,916 +36%
CPIG
25
Chicago Partners Investment Group
Illinois
$2.81M +$1.24M +19,382 +81%
1
2 3 4

AVDE Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2021, worth a combined $574M — up 4% from $553M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVDE positions and 4 closed out — a net gain of 10 holders — while 43 added to existing stakes and 10 trimmed.

The largest buyer was Waypoint Wealth Partners, adding an estimated $10.9M. The largest seller was Citadel Advisors, cutting an estimated $6.69M.

  • 73 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2021, up from 63 in Q2 2021.
  • Funds reported $574M of Avantis International Equity ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 14 funds opened new Avantis International Equity ETF positions in Q3 2021 and 4 closed out, a net change of +10 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2021 was Waypoint Wealth Partners, an estimated $10.9M added.
  • The largest Avantis International Equity ETF seller in Q3 2021 was Citadel Advisors, an estimated $6.69M sold.

Based on aggregated 13F filings for Q3 2021.