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Avantis International Equity ETF

318 hedge funds and large institutions have $3.4B invested in Avantis International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

65% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 94

10% more capital invested

Capital invested by funds: $3.1B → $3.4B (+$297M)

5% more funds holding

Funds holding: 303318 (+15)

0% more funds holding in top 10

Funds holding in top 10: 5959 (0)

3.36% less ownership

Funds ownership: 81.75%78.39% (-3.4%)

Holders
318
Holders Change
+15
Holders Change %
+4.95%
% of All Funds
4.58%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
32
Increased
155
Reduced
94
Closed
15
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
$262M +$19.2M +316,020 +8%
HighTower Advisors
2
HighTower Advisors
Illinois
$156M +$5.05M +83,014 +4%
RWM
3
Rockwood Wealth Management
Pennsylvania
$136M +$16.2M +266,811 +14%
AAS
4
Annex Advisory Services
Wisconsin
$132M +$7.62M +125,326 +6%
WP
5
WMS Partners
Maryland
$110M +$3.65M +59,930 +4%
American Century Companies
6
American Century Companies
Missouri
$110M +$4.55M +74,731 +5%
Corient Private Wealth
7
Corient Private Wealth
Florida
$102M +$51.3M +843,096 +110%
ORL
8
Oak Root LLC
California
$97.9M -$82.5K -1,356 -0.1%
LPL Financial
9
LPL Financial
California
$66M +$2.23M +36,678 +4%
AP
10
Adero Partners
California
$63.1M +$4.65M +76,385 +8%
WWP
11
Waypoint Wealth Partners
California
$61.9M +$2M +32,876 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$58.8M +$9.08M +149,181 +19%
PL
13
Plancorp LLC
Missouri
$58.2M -$754K -12,389 -1%
Creative Planning
14
Creative Planning
Kansas
$57.4M -$12.3M -202,909 -18%
PP
15
PrairieView Partners
Minnesota
$52.8M +$1.02M +16,757 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$49.1M +$5.23M +85,934 +13%
WRPWM
17
Werba Rubin Papier Wealth Management
California
$46.7M +$180K +2,962 +0.4%
WCA
18
Waypoint Capital Advisors
Minnesota
$41.8M +$2.61M +42,853 +7%
PLFA
19
Pacific Life Fund Advisors
California
$40.9M -$1.81M -29,761 -4%
ETS
20
ESL Trust Services
New York
$40.8M +$78.1K +1,283 +0.2%
OIA
21
OneDigital Investment Advisors
Kansas
$39.7M -$983K -16,150 -3%
Morgan Stanley
22
Morgan Stanley
New York
$39.3M -$24.3M -399,297 -39%
VCM
23
Versant Capital Management
Arizona
$39.1M -$637K -10,478 -2%
AP
24
Atwood & Palmer
Missouri
$37.9M +$3.4M +55,914 +10%
GSWM
25
Greenup Street Wealth Management
Michigan
$37.2M +$1.93M +31,708 +6%

AVDE Hedge Fund Activity: Q1 2024 in Review

318 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q1 2024, worth a combined $3.4B — up 9.6% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVDE positions and 15 closed out — a net gain of 17 holders — while 155 added to existing stakes and 94 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 318 institutional investors held Avantis International Equity ETF (AVDE) as of Q1 2024, up from 303 in Q4 2023.
  • Funds reported $3.4B of Avantis International Equity ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 32 funds opened new Avantis International Equity ETF positions in Q1 2024 and 15 closed out, a net change of +17 holders.
  • The largest Avantis International Equity ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $51.3M added.
  • The largest Avantis International Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.