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Avantis International Equity ETF

232 hedge funds and large institutions have $2.35B invested in Avantis International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

134% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 58

21% more capital invested

Capital invested by funds: $1.94B → $2.35B (+$412M)

5% more funds holding

Funds holding: 222232 (+10)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1.98% more ownership

Funds ownership: 74.65%76.63% (+2%)

Holders
232
Holders Change
+10
Holders Change %
+4.5%
% of All Funds
3.64%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
22
Increased
136
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$155M +$156M +2,698,513 New
HighTower Advisors
2
HighTower Advisors
Illinois
$126M +$9.87M +170,879 +8%
RWM
3
Rockwood Wealth Management
Pennsylvania
$95.1M +$15M +259,823 +19%
American Century Companies
4
American Century Companies
Missouri
$90.5M +$3.08M +53,404 +4%
Creative Planning
5
Creative Planning
Kansas
$85.3M -$8.49M -147,066 -9%
WP
6
WMS Partners
Maryland
$83.1M +$11.1M +191,799 +15%
Jane Street
7
Jane Street
New York
$81.6M +$26M +449,992 +46%
WWP
8
Waypoint Wealth Partners
California
$51.6M +$55.4K +959 +0.1%
PL
9
Plancorp LLC
Missouri
$49M -$897K -15,533 -2%
PP
10
PrairieView Partners
Minnesota
$45.4M +$283K +4,898 +0.6%
AP
11
Adero Partners
California
$44.5M +$3.92M +67,915 +10%
GSWM
12
Greenup Street Wealth Management
Michigan
$44.2M +$4.8M +83,064 +12%
LPL Financial
13
LPL Financial
California
$42.1M +$5.55M +96,120 +15%
WRPWM
14
Werba Rubin Papier Wealth Management
California
$41.3M +$4.09M +70,897 +11%
OIA
15
OneDigital Investment Advisors
Kansas
$37.7M -$5.08M -87,986 -12%
Corient Private Wealth
16
Corient Private Wealth
Florida
$36.8M +$1.42M +24,625 +4%
ETS
17
ESL Trust Services
New York
$36.1M +$25.8K +447 +0.1%
VCM
18
Versant Capital Management
Arizona
$34.3M +$477K +8,269 +1%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$33.6M +$163K +2,826 +0.5%
WCA
20
Waypoint Capital Advisors
Minnesota
$33.1M +$3.61M +62,588 +12%
PLFA
21
Pacific Life Fund Advisors
California
$32.3M +$1.6M +27,701 +5%
EWM
22
Executive Wealth Management
Michigan
$31.6M +$943K +16,328 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$28.9M +$4.43M +76,684 +18%
AP
24
Atwood & Palmer
Missouri
$28.5M +$1.7M +29,380 +6%
RW
25
RVW Wealth
California
$27M -$489K -8,477 -2%

AVDE Hedge Fund Activity: Q2 2023 in Review

232 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q2 2023, worth a combined $2.35B — up 21% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVDE positions and 9 closed out — a net gain of 13 holders — while 136 added to existing stakes and 58 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $156M. The largest seller was Creative Planning, cutting an estimated $8.49M.

  • 232 institutional investors held Avantis International Equity ETF (AVDE) as of Q2 2023, up from 222 in Q1 2023.
  • Funds reported $2.35B of Avantis International Equity ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 22 funds opened new Avantis International Equity ETF positions in Q2 2023 and 9 closed out, a net change of +13 holders.
  • The largest Avantis International Equity ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $156M added.
  • The largest Avantis International Equity ETF seller in Q2 2023 was Creative Planning, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2023.