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Avantis International Equity ETF

242 hedge funds and large institutions have $2.39B invested in Avantis International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 126 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

88% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 67

4% more funds holding

Funds holding: 232242 (+10)

2% more capital invested

Capital invested by funds: $2.35B → $2.39B (+$37.5M)

1.21% less ownership

Funds ownership: 76.63%75.42% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
3.84%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.75%
New
21
Increased
126
Reduced
67
Closed
9
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$473K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$196M +$47.3M +822,487 +30%
HighTower Advisors
2
HighTower Advisors
Illinois
$129M +$6.78M +118,040 +5%
RWM
3
Rockwood Wealth Management
Pennsylvania
$103M +$10.7M +186,308 +11%
American Century Companies
4
American Century Companies
Missouri
$90M +$2.39M +41,517 +3%
WP
5
WMS Partners
Maryland
$86.3M +$5.86M +101,971 +7%
Creative Planning
6
Creative Planning
Kansas
$72.3M -$10.7M -186,066 -13%
WWP
7
Waypoint Wealth Partners
California
$51.5M +$1.49M +25,954 +3%
LPL Financial
8
LPL Financial
California
$51.5M +$11.1M +192,341 +26%
PL
9
Plancorp LLC
Missouri
$48.3M +$831K +14,457 +2%
AP
10
Adero Partners
California
$46.5M +$3.45M +60,023 +8%
PP
11
PrairieView Partners
Minnesota
$44.7M +$702K +12,215 +2%
GSWM
12
Greenup Street Wealth Management
Michigan
$44.1M +$1.22M +21,275 +3%
WRPWM
13
Werba Rubin Papier Wealth Management
California
$40.1M +$116K +2,016 +0.3%
Corient Private Wealth
14
Corient Private Wealth
Florida
$37.7M +$2.07M +35,975 +6%
OIA
15
OneDigital Investment Advisors
Kansas
$37.3M +$847K +14,733 +2%
PLFA
16
Pacific Life Fund Advisors
California
$36.6M +$5.45M +94,887 +17%
WCA
17
Waypoint Capital Advisors
Minnesota
$36M +$4.12M +71,713 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$35.4M +$7.63M +132,729 +26%
ETS
19
ESL Trust Services
New York
$35.4M +$393K +6,841 +1%
VCM
20
Versant Capital Management
Arizona
$34.8M +$1.53M +26,605 +4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$34.6M +$23.7M +412,978 +198%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$34.5M +$1.92M +33,464 +6%
EWM
23
Executive Wealth Management
Michigan
$32.4M +$1.8M +31,345 +6%
AP
24
Atwood & Palmer
Missouri
$29.2M +$1.69M +29,458 +6%
Bank of America
25
Bank of America
North Carolina
$27.4M +$11.9M +207,754 +73%

AVDE Hedge Fund Activity: Q3 2023 in Review

242 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2023, worth a combined $2.39B — up 1.6% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AVDE positions and 9 closed out — a net gain of 12 holders — while 126 added to existing stakes and 67 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $47.3M. The largest seller was Jane Street, cutting an estimated $57.1M.

  • 242 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2023, up from 232 in Q2 2023.
  • Funds reported $2.39B of Avantis International Equity ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 21 funds opened new Avantis International Equity ETF positions in Q3 2023 and 9 closed out, a net change of +12 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $47.3M added.
  • The largest Avantis International Equity ETF seller in Q3 2023 was Jane Street, an estimated $57.1M sold.

Based on aggregated 13F filings for Q3 2023.