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Avantis International Equity ETF

413 hedge funds and large institutions have $4.36B invested in Avantis International Equity ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 84

20% more funds holding

Funds holding: 344413 (+69)

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

3.28% more ownership

Funds ownership: 79.6%82.88% (+3.3%)

2% more capital invested

Capital invested by funds: $4.27B → $4.36B (+$96.5M)

50% less call options, than puts

Call options by funds: $49K | Put options by funds: $98K

Holders
413
Holders Change
+69
Holders Change %
+20.06%
% of All Funds
5.44%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.8%
New
93
Increased
200
Reduced
84
Closed
19
Calls
$49K
Puts
$98K
Net Calls
-$49K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$303M -$52.8M -825,194 -14%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$300M +$21.6M +337,019 +7%
Corient Private Wealth
3
Corient Private Wealth
Florida
$208M +$28.8M +450,656 +15%
RWM
4
Rockwood Wealth Management
Pennsylvania
$163M +$11.6M +181,222 +7%
HighTower Advisors
5
HighTower Advisors
Illinois
$150M +$2.37M +37,094 +2%
American Century Companies
6
American Century Companies
Missouri
$136M +$33.1M +517,942 +30%
WP
7
WMS Partners
Maryland
$122M +$8.07M +126,131 +7%
LPL Financial
8
LPL Financial
California
$94.2M +$11.4M +178,224 +13%
ORL
9
Oak Root LLC
California
$93.1M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$91M +$23.1M +361,645 +32%
Bank of America
11
Bank of America
North Carolina
$82.1M +$37.3M +583,137 +77%
AP
12
Adero Partners
California
$72.4M +$6.94M +108,518 +10%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$64.3M +$8.27M +129,302 +14%
WWP
14
Waypoint Wealth Partners
California
$56.4M -$74.4K -1,162 -0.1%
PL
15
Plancorp LLC
Missouri
$55.5M +$194K +3,029 +0.3%
Morgan Stanley
16
Morgan Stanley
New York
$50.4M -$614K -9,588 -1%
OIA
17
OneDigital Investment Advisors
Kansas
$49.5M +$11.4M +178,348 +28%
Creative Planning
18
Creative Planning
Kansas
$47.9M -$2.16M -33,676 -4%
GSWM
19
Greenup Street Wealth Management
Michigan
$46.5M -$2.08M -32,552 -4%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$46.1M +$467K +7,293 +1%
GI
21
Gradient Investments
Minnesota
$42.4M +$44.2M +691,322 New
AP
22
Atwood & Palmer
Missouri
$42.4M +$2.62M +40,863 +6%
ETS
23
ESL Trust Services
New York
$42.3M +$41.6K +650 +0.1%
PLFA
24
Pacific Life Fund Advisors
California
$41.4M +$1.67M +26,144 +4%
DPI
25
Diversified Portfolios Inc
Michigan
$41.4M +$6.07M +94,852 +16%

AVDE Hedge Fund Activity: Q4 2024 in Review

413 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis International Equity ETF (AVDE) for Q4 2024, worth a combined $4.36B — up 2.3% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AVDE positions and 19 closed out — a net gain of 74 holders — while 200 added to existing stakes and 84 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $44.2M. The largest seller was Annex Advisory Services, cutting an estimated $52.8M.

  • 413 institutional investors held Avantis International Equity ETF (AVDE) as of Q4 2024, up from 344 in Q3 2024.
  • Funds reported $4.36B of Avantis International Equity ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 93 funds opened new Avantis International Equity ETF positions in Q4 2024 and 19 closed out, a net change of +74 holders.
  • The largest Avantis International Equity ETF buyer in Q4 2024 was Gradient Investments, an estimated $44.2M added.
  • The largest Avantis International Equity ETF seller in Q4 2024 was Annex Advisory Services, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2024.