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Avantis International Equity ETF

201 hedge funds and large institutions have $1.72B invested in Avantis International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

73% more capital invested

Capital invested by funds: $998M → $1.72B (+$724M)

48% more funds holding in top 10

Funds holding in top 10: 2943 (+14)

30% more funds holding

Funds holding: 155201 (+46)

9.12% more ownership

Funds ownership: 68.68%77.79% (+9.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $170K

Holders
201
Holders Change
+46
Holders Change %
+29.68%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+48.28%
% of All Funds
0.69%
New
57
Increased
94
Reduced
39
Closed
6
Calls
Puts
$170K
Net Calls
-$170K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$151M +$145M +2,837,807 New
HighTower Advisors
2
HighTower Advisors
Illinois
$103M +$80.9M +1,588,098 +458%
Jane Street
3
Jane Street
New York
$76.2M +$51.8M +1,017,803 +245%
American Century Companies
4
American Century Companies
Missouri
$75.8M +$6.85M +134,454 +10%
RWM
5
Rockwood Wealth Management
Pennsylvania
$58.5M +$13.6M +266,094 +32%
PL
6
Plancorp LLC
Missouri
$47.2M +$2.6M +51,064 +6%
WP
7
WMS Partners
Maryland
$47.2M +$21.7M +425,717 +92%
WWP
8
Waypoint Wealth Partners
California
$46.7M -$498K -9,786 -1%
PP
9
PrairieView Partners
Minnesota
$41.2M +$2.51M +49,237 +7%
WRPWM
10
Werba Rubin Papier Wealth Management
California
$36.3M +$34.8M +682,329 New
GSWM
11
Greenup Street Wealth Management
Michigan
$35.7M +$980K +19,243 +3%
AP
12
Adero Partners
California
$33.9M +$2.66M +52,277 +9%
ETS
13
ESL Trust Services
New York
$33.3M +$112K +2,191 +0.4%
PLFA
14
Pacific Life Fund Advisors
California
$31.9M +$30.5M +599,598 New
VCM
15
Versant Capital Management
Arizona
$31.5M -$20.1K -395 -0.1%
OIA
16
OneDigital Investment Advisors
Kansas
$30.8M -$40.5M -794,856 -58%
LPL Financial
17
LPL Financial
California
$29.7M +$7.72M +151,647 +37%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$29.1M +$7.1M +139,402 +34%
WCA
19
Waypoint Capital Advisors
Minnesota
$27.3M -$4.81M -94,362 -16%
RW
20
RVW Wealth
California
$26.2M +$6.19M +121,451 +33%
AP
21
Atwood & Palmer
Missouri
$24.6M +$23.5M +461,975 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$21.1M +$20.2M +397,067 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$19.5M +$5.43M +106,628 +41%
FIC
24
Family Investment Center
Missouri
$19.5M +$18.7M +366,380 New
Citadel Advisors
25
Citadel Advisors
Florida
$18.6M +$17.8M +349,517 New

AVDE Hedge Fund Activity: Q4 2022 in Review

201 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2022, worth a combined $1.72B — up 73% from $998M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AVDE positions and 6 closed out — a net gain of 51 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $145M. The largest seller was OneDigital Investment Advisors, cutting an estimated $40.5M.

  • 201 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $1.72B of Avantis International Equity ETF stock for Q4 2022, up 73% quarter-over-quarter.
  • 57 funds opened new Avantis International Equity ETF positions in Q4 2022 and 6 closed out, a net change of +51 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $145M added.
  • The largest Avantis International Equity ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2022.