We are live on ! Find out more
AVDE icon

Avantis International Equity ETF

303 hedge funds and large institutions have $3.1B invested in Avantis International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 7

161% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 57

30% more capital invested

Capital invested by funds: $2.39B → $3.1B (+$712M)

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

25% more funds holding

Funds holding: 242303 (+61)

6.32% more ownership

Funds ownership: 75.42%81.75% (+6.3%)

Holders
303
Holders Change
+61
Holders Change %
+25.21%
% of All Funds
4.42%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.86%
New
72
Increased
149
Reduced
57
Closed
7
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
$229M +$15.5M +272,901 +8%
HighTower Advisors
2
HighTower Advisors
Illinois
$143M +$3.27M +57,660 +2%
AAS
3
Annex Advisory Services
Wisconsin
$118M +$110M +1,950,051 New
RWM
4
Rockwood Wealth Management
Pennsylvania
$113M +$1.2M +21,156 +1%
WP
5
WMS Partners
Maryland
$101M +$6.71M +118,412 +8%
American Century Companies
6
American Century Companies
Missouri
$99.8M +$1.89M +33,423 +2%
ORL
7
Oak Root LLC
California
$92.9M +$87M +1,536,520 New
Creative Planning
8
Creative Planning
Kansas
$66.7M -$11.1M -195,159 -15%
Morgan Stanley
9
Morgan Stanley
New York
$61.4M +$31.8M +561,070 +123%
LPL Financial
10
LPL Financial
California
$60.3M +$4.15M +73,216 +8%
WWP
11
Waypoint Wealth Partners
California
$56.7M +$716K +12,641 +1%
PL
12
Plancorp LLC
Missouri
$55.9M +$3.25M +57,395 +7%
AP
13
Adero Partners
California
$55.2M +$4.36M +76,999 +9%
PP
14
PrairieView Partners
Minnesota
$49M +$506K +8,939 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$46.8M +$7.77M +137,208 +22%
Corient Private Wealth
16
Corient Private Wealth
Florida
$46.1M +$4.87M +86,009 +13%
WRPWM
17
Werba Rubin Papier Wealth Management
California
$44.1M +$530K +9,359 +1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$41.4M +$3.59M +63,312 +10%
PLFA
19
Pacific Life Fund Advisors
California
$40.5M +$740K +13,062 +2%
OIA
20
OneDigital Investment Advisors
Kansas
$38.7M -$1.77M -31,293 -5%
ETS
21
ESL Trust Services
New York
$38.6M +$105K +1,862 +0.3%
VCM
22
Versant Capital Management
Arizona
$37.7M -$3.68K -65 -0%
WCA
23
Waypoint Capital Advisors
Minnesota
$37M -$1.96M -34,655 -5%
EWM
24
Executive Wealth Management
Michigan
$35.9M +$677K +11,955 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$34.1M +$31.9M +562,640 +28,913%

AVDE Hedge Fund Activity: Q4 2023 in Review

303 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2023, worth a combined $3.1B — up 30% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDE positions and 7 closed out — a net gain of 65 holders — while 149 added to existing stakes and 57 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $110M. The largest seller was Jane Street, cutting an estimated $15.7M.

  • 303 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2023, up from 242 in Q3 2023.
  • Funds reported $3.1B of Avantis International Equity ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 72 funds opened new Avantis International Equity ETF positions in Q4 2023 and 7 closed out, a net change of +65 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2023 was Annex Advisory Services, an estimated $110M added.
  • The largest Avantis International Equity ETF seller in Q4 2023 was Jane Street, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.