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Avantis International Equity ETF

155 hedge funds and large institutions have $998M invested in Avantis International Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

5% more capital invested

Capital invested by funds: $949M → $998M (+$48.9M)

5% more funds holding

Funds holding: 148155 (+7)

0.61% less ownership

Funds ownership: 69.29%68.68% (-0.61%)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.67%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.5%
New
24
Increased
91
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$82.5M +$15.5M +304,540 +20%
OIA
2
OneDigital Investment Advisors
Kansas
$62.7M -$5.86M -115,162 -8%
American Century Companies
3
American Century Companies
Missouri
$58.8M +$154K +3,033 +0.2%
WWP
4
Waypoint Wealth Partners
California
$40.5M +$8.17M +160,629 +22%
PL
5
Plancorp LLC
Missouri
$38.1M -$1.01M -19,882 -2%
RWM
6
Rockwood Wealth Management
Pennsylvania
$38M +$28.9M +568,158 +214%
PP
7
PrairieView Partners
Minnesota
$33.1M +$2.25M +44,261 +6%
GSWM
8
Greenup Street Wealth Management
Michigan
$29.7M +$11.2M +219,983 +51%
ETS
9
ESL Trust Services
New York
$28.5M +$242K +4,758 +0.8%
AP
10
Adero Partners
California
$27.7M +$1.94M +38,095 +7%
WCA
11
Waypoint Capital Advisors
Minnesota
$27.7M +$3.82M +75,101 +14%
VCM
12
Versant Capital Management
Arizona
$27M +$174K +3,423 +0.6%
WFA
13
Websterrogers Financial Advisors
South Carolina
$24.2M +$1.21M +23,855 +5%
WP
14
WMS Partners
Maryland
$21M +$19.1M +374,936 +434%
Jane Street
15
Jane Street
New York
$18.9M -$16M -314,240 -43%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$18.6M +$3.1M +60,858 +18%
LPL Financial
17
LPL Financial
California
$18.6M +$1.84M +36,243 +10%
RW
18
RVW Wealth
California
$17M -$1.91M -37,455 -9%
HighTower Advisors
19
HighTower Advisors
Illinois
$15.8M +$7.98M +156,789 +83%
BWS
20
BCR Wealth Strategies
Alabama
$13.5M +$980K +19,265 +7%
CL
21
CPWM LLC
Washington
$12.5M +$1.48M +29,083 +12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$11.9M +$4.35M +85,525 +49%
QFA
23
Quantum Financial Advisors
California
$11.8M -$386K -7,578 -3%
Bank of America
24
Bank of America
North Carolina
$11.7M +$13.1M +256,883 New
AC
25
AWM Capital
Arizona
$11.4M -$887K -17,427 -8%

AVDE Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2022, worth a combined $998M — up 5.2% from $949M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVDE positions and 16 closed out — a net gain of 8 holders — while 91 added to existing stakes and 26 trimmed.

The largest buyer was Rockwood Wealth Management, adding an estimated $28.9M. The largest seller was Jane Street, cutting an estimated $16M.

  • 155 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2022, up from 148 in Q2 2022.
  • Funds reported $998M of Avantis International Equity ETF stock for Q3 2022, up 5.2% quarter-over-quarter.
  • 24 funds opened new Avantis International Equity ETF positions in Q3 2022 and 16 closed out, a net change of +8 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2022 was Rockwood Wealth Management, an estimated $28.9M added.
  • The largest Avantis International Equity ETF seller in Q3 2022 was Jane Street, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.