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Avantis International Equity ETF

109 hedge funds and large institutions have $766M invested in Avantis International Equity ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 48 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

336% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 11

143% more funds holding in top 10

Funds holding in top 10: 717 (+10)

49% more funds holding

Funds holding: 73109 (+36)

33% more capital invested

Capital invested by funds: $574M → $766M (+$192M)

7.1% more ownership

Funds ownership: 58.31%65.41% (+7.1%)

Holders
109
Holders Change
+36
Holders Change %
+49.32%
% of All Funds
1.68%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.26%
New
44
Increased
48
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$90.3M +$41.3M +649,930 +84%
American Century Companies
2
American Century Companies
Missouri
$80.6M +$7.46M +117,457 +10%
WFA
3
Wipfli Financial Advisors
Wisconsin
$70.9M +$7.93M +124,776 +13%
WWP
4
Waypoint Wealth Partners
California
$51.3M -$8.09M -127,260 -14%
WFA
5
Websterrogers Financial Advisors
South Carolina
$43.8M -$317K -4,996 -0.7%
PP
6
PrairieView Partners
Minnesota
$41.9M +$2.4M +37,796 +6%
PL
7
Plancorp LLC
Missouri
$40.6M +$929K +14,618 +2%
VCM
8
Versant Capital Management
Arizona
$36.7M +$124K +1,956 +0.3%
AP
9
Adero Partners
California
$29.5M +$4.12M +64,848 +16%
RW
10
RVW Wealth
California
$25.9M -$20.3K -319 -0.1%
BWS
11
BCR Wealth Strategies
Alabama
$16.6M +$16.6M +261,846 New
HighTower Advisors
12
HighTower Advisors
Illinois
$15.9M +$3.72M +58,551 +30%
GSWM
13
Greenup Street Wealth Management
Michigan
$15.6M +$15.7M +246,404 New
CL
14
CPWM LLC
Washington
$13.6M
SP
15
Symmetry Partners
Connecticut
$11.1M
HNWA
16
Henrickson Nauta Wealth Advisors
Michigan
$9.93M +$10.3M +162,662 New
6M
17
6 Meridian
Kansas
$8.65M +$225K +3,536 +3%
MCA
18
Magnolia Capital Advisors
Mississippi
$7.65M +$1.79M +28,227 +31%
AF
19
Advisornet Financial
Minnesota
$7.47M +$3.16M +49,794 +73%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.72M +$2.06M +32,454 +44%
GWM
21
Grand Wealth Management
Michigan
$6.26M +$6.28M +98,813 New
VWA
22
V Wealth Advisors
Kansas
$6.19M +$851K +13,392 +16%
LPL Financial
23
LPL Financial
California
$6.17M +$4.09M +64,349 +196%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.9M +$323K +5,090 +6%
SHFA
25
SC&H Financial Advisors
Maryland
$5.82M +$5.84M +91,883 New

AVDE Hedge Fund Activity: Q4 2021 in Review

109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2021, worth a combined $766M — up 33% from $574M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVDE positions and 8 closed out — a net gain of 36 holders — while 48 added to existing stakes and 11 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $41.3M. The largest seller was Waypoint Wealth Partners, cutting an estimated $8.09M.

  • 109 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $766M of Avantis International Equity ETF stock for Q4 2021, up 33% quarter-over-quarter.
  • 44 funds opened new Avantis International Equity ETF positions in Q4 2021 and 8 closed out, a net change of +36 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2021 was OneDigital Investment Advisors, an estimated $41.3M added.
  • The largest Avantis International Equity ETF seller in Q4 2021 was Waypoint Wealth Partners, an estimated $8.09M sold.

Based on aggregated 13F filings for Q4 2021.