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Avantis International Equity ETF

222 hedge funds and large institutions have $1.94B invested in Avantis International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,633% more call options, than puts

Call options by funds: $1M | Put options by funds: $6K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

136% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 50

13% more capital invested

Capital invested by funds: $1.72B → $1.94B (+$218M)

12% more funds holding in top 10

Funds holding in top 10: 4348 (+5)

10% more funds holding

Funds holding: 201222 (+21)

3.15% less ownership

Funds ownership: 77.79%74.65% (-3.1%)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.54%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.76%
New
35
Increased
118
Reduced
50
Closed
10
Calls
$1M
Puts
$6K
Net Calls
+$998K
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$115M +$4.83M +85,639 +4%
Creative Planning
2
Creative Planning
Kansas
$93.1M -$67.9M -1,205,328 -42%
American Century Companies
3
American Century Companies
Missouri
$86.8M +$5.53M +98,098 +7%
RWM
4
Rockwood Wealth Management
Pennsylvania
$79.7M +$16.8M +297,641 +27%
WP
5
WMS Partners
Maryland
$71.7M +$20.8M +369,378 +42%
Jane Street
6
Jane Street
New York
$55.4M -$26M -460,792 -32%
WWP
7
Waypoint Wealth Partners
California
$51.3M +$1.14M +20,163 +2%
PL
8
Plancorp LLC
Missouri
$49.6M -$1.01M -17,950 -2%
PP
9
PrairieView Partners
Minnesota
$44.8M +$565K +10,021 +1%
OIA
10
OneDigital Investment Advisors
Kansas
$42.4M +$9.27M +164,526 +28%
AP
11
Adero Partners
California
$40.4M +$4.02M +71,364 +11%
GSWM
12
Greenup Street Wealth Management
Michigan
$39.2M +$931K +16,518 +2%
WRPWM
13
Werba Rubin Papier Wealth Management
California
$37M -$1.94M -34,359 -5%
LPL Financial
14
LPL Financial
California
$36.3M +$4.38M +77,791 +14%
ETS
15
ESL Trust Services
New York
$35.9M +$144K +2,552 +0.4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$35.2M +$12.4M +219,710 +55%
VCM
17
Versant Capital Management
Arizona
$33.6M -$150K -2,656 -0.4%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$33.3M +$2.03M +36,030 +7%
PLFA
19
Pacific Life Fund Advisors
California
$30.5M -$3.64M -64,594 -11%
EWM
20
Executive Wealth Management
Michigan
$30.5M +$15.8M +279,565 +110%
WCA
21
Waypoint Capital Advisors
Minnesota
$29.3M +$15.3K +272 +0.1%
RW
22
RVW Wealth
California
$27.3M -$840K -14,904 -3%
AP
23
Atwood & Palmer
Missouri
$26.6M +$266K +4,715 +1%
JWM
24
Janiczek Wealth Management
Colorado
$25.2M +$12.6M +223,623 +108%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$25.2M +$7.95M +141,058 +47%

AVDE Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2023, worth a combined $1.94B — up 13% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVDE positions and 10 closed out — a net gain of 25 holders — while 118 added to existing stakes and 50 trimmed.

The largest buyer was WMS Partners, adding an estimated $20.8M. The largest seller was Creative Planning, cutting an estimated $67.9M.

  • 222 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2023, up from 201 in Q4 2022.
  • Funds reported $1.94B of Avantis International Equity ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 35 funds opened new Avantis International Equity ETF positions in Q1 2023 and 10 closed out, a net change of +25 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2023 was WMS Partners, an estimated $20.8M added.
  • The largest Avantis International Equity ETF seller in Q1 2023 was Creative Planning, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2023.