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Avantis Responsible International Equity ETF
AVSD

24 hedge funds and large institutions have $39.1M invested in Avantis Responsible International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

100% more funds holding

Funds holding: 12 → 24 (+12)

91% more capital invested

Capital invested by funds: $20.5M → $39.1M (+$18.7M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

3.08% less ownership

Funds ownership: 72.34% → 69.26% (-3.1%)

Holders
24
Holders Change
+12
Holders Change %
+100%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCWM
Willow Creek Wealth Management
California
+$4.32M
2
OMC
Old Mission Capital
Illinois
+$2.06M
3
Jane Street
Jane Street
New York
+$1.95M
4
MWM
Merriman Wealth Management
Washington
+$1.28M
5
HNWA
Henrickson Nauta Wealth Advisors
Michigan
+$859K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$2.15M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.28M
3
NCM
Northland Capital Management
Minnesota
-$66K
4
UBS Group
UBS Group
Switzerland
-$6K
5
JP Morgan Chase
JP Morgan Chase
New York
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1
Willow Creek Wealth Management
California
$8.94M +$4.32M +96,256 +103%
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.45M +$5.2M +115,768 New
Jane Street
3
Jane Street
New York
$4.62M +$1.95M +43,338 +79%
NCM
4
Northland Capital Management
Minnesota
$4.29M -$66K -1,470 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.58M -$2.15M -47,922 -39%
MWM
6
Merriman Wealth Management
Washington
$2.67M +$1.28M +28,492 +101%
OMC
7
Old Mission Capital
Illinois
$2.16M +$2.06M +45,914 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.76M -$1.28M -28,439 -43%
HNWA
9
Henrickson Nauta Wealth Advisors
Michigan
$900K +$859K +19,128 New
HFA
10
Highland Financial Advisors
New Jersey
$809K +$121K +2,703 +19%
WA
11
Wealthstream Advisors
New York
$696K +$664K +14,793 New
DPI
12
Diversified Portfolios Inc
Michigan
$538K – – –
WP
13
WMS Partners
Maryland
$493K +$471K +10,483 New
TH
14
Team Hewins
California
$481K +$459K +10,214 New
TWA
15
TCI Wealth Advisors
Arizona
$409K +$390K +8,691 New
PL
16
Plancorp LLC
Missouri
$275K +$262K +5,840 New
KLI
17
Kelman-Lazarov Inc
Tennessee
$237K +$226K +5,041 New
PCM
18
Passive Capital Management
Maryland
$220K +$210K +4,670 New
TIM
19
Tortoise Investment Management
New York
$212K +$202K +4,500 New
ADL
20
Asset Dedication LLC
California
$140K +$133K +2,965 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$69K +$66.1K +1,473 New
ASN
22
Advisory Services Network
Georgia
$62.1K +$59.2K +1,319 New
PP
23
PrairieView Partners
Minnesota
$50K – – –
RLIM
24
Red Lighthouse Investment Management
New York
$47.8K +$45.6K +1,016 New
UBS Group
25
UBS Group
Switzerland
– -$6K -143 Closed
1
2

AVSD Hedge Fund Activity: Q4 2022 in Review

24 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible International Equity ETF (AVSD) for Q4 2022, worth a combined $39.1M — up 91% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVSD positions and 2 closed out — a net gain of 13 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Willow Creek Wealth Management, adding an estimated $4.32M. The largest seller was HighTower Advisors, cutting an estimated $2.15M.

  • 24 institutional investors held Avantis Responsible International Equity ETF (AVSD) as of Q4 2022, up from 12 in Q3 2022.
  • Funds reported $39.1M of Avantis Responsible International Equity ETF stock for Q4 2022, up 91% quarter-over-quarter.
  • 15 funds opened new Avantis Responsible International Equity ETF positions in Q4 2022 and 2 closed out, a net change of +13 holders.
  • The largest Avantis Responsible International Equity ETF buyer in Q4 2022 was Willow Creek Wealth Management, an estimated $4.32M added.
  • The largest Avantis Responsible International Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2022.