We are live on ! Find out more
AVDE icon

Avantis International Equity ETF

330 hedge funds and large institutions have $3.66B invested in Avantis International Equity ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 168 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

79% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 94

9.43% more ownership

Funds ownership: 78.39%87.82% (+9.4%)

8% more capital invested

Capital invested by funds: $3.4B → $3.66B (+$263M)

4% more funds holding

Funds holding: 318330 (+12)

5% less funds holding in top 10

Funds holding in top 10: 5956 (-3)

Holders
330
Holders Change
+12
Holders Change %
+3.77%
% of All Funds
4.77%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
0.81%
New
31
Increased
168
Reduced
94
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$278M +$152M +2,389,558 +115%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$271M +$15M +236,019 +6%
Corient Private Wealth
3
Corient Private Wealth
Florida
$154M +$54.7M +862,667 +54%
HighTower Advisors
4
HighTower Advisors
Illinois
$147M -$5.75M -90,566 -4%
RWM
5
Rockwood Wealth Management
Pennsylvania
$144M +$11.1M +174,960 +8%
WP
6
WMS Partners
Maryland
$108M +$608K +9,574 +0.6%
ORL
7
Oak Root LLC
California
$95.6M
American Century Companies
8
American Century Companies
Missouri
$92.6M -$15.1M -238,716 -14%
LPL Financial
9
LPL Financial
California
$69.5M +$5.17M +81,518 +8%
AP
10
Adero Partners
California
$64.1M +$2.52M +39,766 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$57.4M -$98.9K -1,558 -0.2%
PL
12
Plancorp LLC
Missouri
$56.3M -$529K -8,328 -0.9%
WWP
13
Waypoint Wealth Partners
California
$56M -$4.55M -71,712 -7%
Creative Planning
14
Creative Planning
Kansas
$54.4M -$1.74M -27,393 -3%
PP
15
PrairieView Partners
Minnesota
$52M +$459K +7,231 +0.9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$51.3M +$3.37M +53,036 +7%
GSWM
17
Greenup Street Wealth Management
Michigan
$44.8M +$8.56M +134,822 +23%
WRPWM
18
Werba Rubin Papier Wealth Management
California
$43.7M -$2M -31,561 -4%
Morgan Stanley
19
Morgan Stanley
New York
$43.4M +$5.1M +80,437 +13%
ETS
20
ESL Trust Services
New York
$42.9M +$3.1M +48,903 +8%
VCM
21
Versant Capital Management
Arizona
$42.1M +$3.99M +62,843 +10%
JWM
22
Janiczek Wealth Management
Colorado
$40M +$11.7M +184,747 +40%
Bank of America
23
Bank of America
North Carolina
$39.4M +$19.3M +304,444 +93%
WCA
24
Waypoint Capital Advisors
Minnesota
$39.1M -$1.77M -27,961 -4%
OIA
25
OneDigital Investment Advisors
Kansas
$39M +$196K +3,096 +0.5%

AVDE Hedge Fund Activity: Q2 2024 in Review

330 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q2 2024, worth a combined $3.66B — up 7.7% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVDE positions and 17 closed out — a net gain of 14 holders — while 168 added to existing stakes and 94 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $297M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $22.9M sold.

  • 330 institutional investors held Avantis International Equity ETF (AVDE) as of Q2 2024, up from 318 in Q1 2024.
  • Funds reported $3.66B of Avantis International Equity ETF stock for Q2 2024, up 7.7% quarter-over-quarter.
  • 31 funds opened new Avantis International Equity ETF positions in Q2 2024 and 17 closed out, a net change of +14 holders.
  • The largest Avantis International Equity ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $297M added.
  • The largest Avantis International Equity ETF seller in Q2 2024 was Executive Wealth Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2024.