Avantis Responsible International Equity ETF
AVSD
34 hedge funds and large institutions have $48.9M invested in Avantis Responsible International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
13% more funds holding
Funds holding: 30 → 34 (+4)
6.8% less ownership
Funds ownership: 53.17% → 46.38% (-6.8%)
10% less capital invested
Capital invested by funds: $54.5M → $48.9M (-$5.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$1.87M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.4M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$870K |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$281K |
| 5 |
TWA
Trellis Wealth Advisors
San Luis Obispo,
California
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.81M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$889K |
| 4 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$551K |
| 5 |
TH
Team Hewins
Redwood City,
California
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
26
WealthShield Partners
Cary,
North Carolina
| $177K | – | – | – |
|
|
GWM
27
Grand Wealth Management
Grand Rapids,
Michigan
| $137K | +$143K | +2,800 | New |
|
|
OCM
28
Orion Capital Management
Coronado,
California
| $130K | +$135K | +2,649 | New |
|
|
RLIM
29
Red Lighthouse Investment Management
New York
| $51.2K | +$1.48K | +29 | +3% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $36.1K | +$37.5K | +737 | New |
|
|
EWP
31
Elevation Wealth Partners
Santa Rosa,
California
| $21.7K | +$10.4K | +205 | +86% |
|
|
AFS
32
Annapolis Financial Services
Annapolis,
Maryland
| $6.28K | – | – | – |
|
|
MFC
33
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $1.72K | -$815 | -16 | -31% |
|
|
LFA
34
Level Financial Advisors
East Amherst,
New York
| $1.13K | +$1.17K | +23 | New |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$1.81M | -35,354 | Closed |
|
|
TH
36
Team Hewins
Redwood City,
California
| – | -$525K | -10,255 | Closed |
|
AVSD Hedge Fund Activity: Q3 2023 in Review
34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible International Equity ETF (AVSD) for Q3 2023, worth a combined $48.9M — down 10% from $54.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVSD positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $1.87M. The largest seller was HighTower Advisors, cutting an estimated $1.83M.
- 34 institutional investors held Avantis Responsible International Equity ETF (AVSD) as of Q3 2023, up from 30 in Q2 2023.
- Funds reported $48.9M of Avantis Responsible International Equity ETF stock for Q3 2023, down 10% quarter-over-quarter.
- 7 funds opened new Avantis Responsible International Equity ETF positions in Q3 2023 and 2 closed out, a net change of +5 holders.
- The largest Avantis Responsible International Equity ETF buyer in Q3 2023 was Mariner, an estimated $1.87M added.
- The largest Avantis Responsible International Equity ETF seller in Q3 2023 was HighTower Advisors, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2023.