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Avantis Responsible International Equity ETF

43 hedge funds and large institutions have $79.7M invested in Avantis Responsible International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

63% more capital invested

Capital invested by funds: $48.9M → $79.7M (+$30.8M)

26% more funds holding

Funds holding: 3443 (+9)

13.98% more ownership

Funds ownership: 46.38%60.35% (+14%)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
18
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PrairieView Partners
Minnesota
$337K +$1.6K +32 +0.5%
PL
27
Plancorp LLC
Missouri
$315K
KLI
28
Kelman-Lazarov Inc
Tennessee
$265K
PCM
29
Passive Capital Management
Maryland
$260K +$36.3K +725 +18%
TFO
30
Tarbox Family Office
California
$258K +$26.7K +533 +13%
TIM
31
Tortoise Investment Management
New York
$242K
EAM
32
Evanson Asset Management
California
$209K +$194K +3,877 New
WP
33
WealthShield Partners
North Carolina
$202K +$7.51K +150 +4%
GWM
34
Grand Wealth Management
Michigan
$190K +$36K +720 +26%
OCM
35
Orion Capital Management
California
$143K
RLIM
36
Red Lighthouse Investment Management
New York
$56.3K
Osaic Holdings
37
Osaic Holdings
Arizona
$39.7K
W
38
WealthCollab
Washington
$33.9K +$31.5K +630 New
ADL
39
Asset Dedication LLC
California
$27K -$540K -10,794 -96%
SRCM
40
Signature Resources Capital Management
California
$26.1K +$24.2K +484 New
EWP
41
Elevation Wealth Partners
California
$21.7K
AFS
42
Annapolis Financial Services
Maryland
$9.54K +$2.45K +49 +38%
LFA
43
Level Financial Advisors
New York
$4.31K +$2.85K +57 +248%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
-$283K -5,468 Closed
MFC
45
Morris Financial Concepts
South Carolina
-$1.72K -35 Closed

AVSD Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible International Equity ETF (AVSD) for Q4 2023, worth a combined $79.7M — up 63% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVSD positions and 2 closed out — a net gain of 9 holders — while 18 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.92M. The largest seller was Jane Street, cutting an estimated $1.47M.

  • 43 institutional investors held Avantis Responsible International Equity ETF (AVSD) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $79.7M of Avantis Responsible International Equity ETF stock for Q4 2023, up 63% quarter-over-quarter.
  • 11 funds opened new Avantis Responsible International Equity ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
  • The largest Avantis Responsible International Equity ETF buyer in Q4 2023 was Citadel Advisors, an estimated $2.92M added.
  • The largest Avantis Responsible International Equity ETF seller in Q4 2023 was Jane Street, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2023.