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Avantis International Equity ETF

344 hedge funds and large institutions have $4.27B invested in Avantis International Equity ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 186 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 82

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $3.66B → $4.27B (+$606M)

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

4% more funds holding

Funds holding: 330344 (+14)

8.21% less ownership

Funds ownership: 87.82%79.6% (-8.2%)

Holders
344
Holders Change
+14
Holders Change %
+4.24%
% of All Funds
4.94%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.85%
New
31
Increased
186
Reduced
82
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$386M +$83.3M +1,295,471 +29%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$305M +$13.3M +207,282 +5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$197M +$29.9M +464,846 +19%
RWM
4
Rockwood Wealth Management
Pennsylvania
$166M +$10.9M +169,844 +7%
HighTower Advisors
5
HighTower Advisors
Illinois
$161M +$3.15M +48,936 +2%
WP
6
WMS Partners
Maryland
$124M +$7.54M +117,291 +7%
American Century Companies
7
American Century Companies
Missouri
$114M +$13.8M +214,632 +14%
ORL
8
Oak Root LLC
California
$102M -$1.21M -18,793 -1%
LPL Financial
9
LPL Financial
California
$91M +$15.5M +240,463 +22%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$75.1M +$12.8M +199,253 +22%
AP
11
Adero Partners
California
$71.8M +$2.68M +41,626 +4%
WWP
12
Waypoint Wealth Partners
California
$61.6M +$1.29M +20,091 +2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$61.5M +$6.06M +94,291 +11%
PL
14
Plancorp LLC
Missouri
$60.4M -$200K -3,119 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$55.7M +$8.56M +133,265 +19%
Creative Planning
16
Creative Planning
Kansas
$54.6M -$3.83M -59,628 -7%
GSWM
17
Greenup Street Wealth Management
Michigan
$52.9M +$4.53M +70,467 +10%
Bank of America
18
Bank of America
North Carolina
$50.6M +$7.77M +120,835 +19%
PP
19
PrairieView Partners
Minnesota
$50.2M -$5.56M -86,472 -10%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$49.8M +$2.7M +42,028 +6%
ETS
21
ESL Trust Services
New York
$46.2M -$643 -10 -0%
VCM
22
Versant Capital Management
Arizona
$43.8M -$1.51M -23,571 -3%
AP
23
Atwood & Palmer
Missouri
$43.5M +$3.06M +47,646 +8%
PLFA
24
Pacific Life Fund Advisors
California
$43.5M +$3.22M +50,144 +8%
OIA
25
OneDigital Investment Advisors
Kansas
$42.2M +$158K +2,453 +0.4%

AVDE Hedge Fund Activity: Q3 2024 in Review

344 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q3 2024, worth a combined $4.27B — up 17% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVDE positions and 15 closed out — a net gain of 16 holders — while 186 added to existing stakes and 82 trimmed.

The largest buyer was Annex Advisory Services, adding an estimated $83.3M. The largest seller was Strategic Financial Concepts, cutting an estimated $300M.

  • 344 institutional investors held Avantis International Equity ETF (AVDE) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $4.27B of Avantis International Equity ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 31 funds opened new Avantis International Equity ETF positions in Q3 2024 and 15 closed out, a net change of +16 holders.
  • The largest Avantis International Equity ETF buyer in Q3 2024 was Annex Advisory Services, an estimated $83.3M added.
  • The largest Avantis International Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.