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Avantis Responsible International Equity ETF

30 hedge funds and large institutions have $54.5M invested in Avantis Responsible International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more funds holding

Funds holding: 2830 (+2)

7% less capital invested

Capital invested by funds: $58.5M → $54.5M (-$4.04M)

19.17% less ownership

Funds ownership: 72.34%53.17% (-19%)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1
Willow Creek Wealth Management
California
$10M +$20.6K +402 +0.2%
Corient Private Wealth
2
Corient Private Wealth
Florida
$8.75M +$408K +7,964 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.43M +$81.7K +1,595 +2%
Jane Street
4
Jane Street
New York
$3.67M -$12.5M -243,649 -77%
OMC
5
Old Mission Capital
Illinois
$3.51M +$1.7M +33,259 +94%
SHWM
6
Silicon Hills Wealth Management
Texas
$3.42M -$36.5K -713 -1%
WA
7
Waverly Advisors
Alabama
$3.42M +$3.42M +66,858 New
MWM
8
Merriman Wealth Management
Washington
$3.19M +$335K +6,543 +12%
NCM
9
Northland Capital Management
Minnesota
$2.51M -$1.5M -29,312 -37%
Citadel Advisors
10
Citadel Advisors
Florida
$1.81M +$1.6M +31,270 +766%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.34M +$1.35M +26,270 New
HFA
12
Highland Financial Advisors
New Jersey
$1.24M +$361K +7,047 +41%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.21M +$1.17M +22,920 New
WA
14
Wealthstream Advisors
New York
$1.2M +$90.2K +1,762 +8%
HNWA
15
Henrickson Nauta Wealth Advisors
Michigan
$914K -$34.7K -677 -4%
WP
16
WMS Partners
Maryland
$612K +$52.9K +1,033 +9%
DPI
17
Diversified Portfolios Inc
Michigan
$585K
TH
18
Team Hewins
California
$525K +$1.13K +22 +0.2%
TWA
19
TCI Wealth Advisors
Arizona
$391K -$15.7K -306 -4%
PL
20
Plancorp LLC
Missouri
$299K
ADL
21
Asset Dedication LLC
California
$297K +$145K +2,823 +95%
KLI
22
Kelman-Lazarov Inc
Tennessee
$258K
TIM
23
Tortoise Investment Management
New York
$230K
PCM
24
Passive Capital Management
Maryland
$210K -$29.2K -570 -12%
WP
25
WealthShield Partners
North Carolina
$184K +$25.6K +500 +16%

AVSD Hedge Fund Activity: Q2 2023 in Review

30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible International Equity ETF (AVSD) for Q2 2023, worth a combined $54.5M — down 6.9% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AVSD positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $3.42M. The largest seller was Jane Street, cutting an estimated $12.5M.

  • 30 institutional investors held Avantis Responsible International Equity ETF (AVSD) as of Q2 2023, up from 28 in Q1 2023.
  • Funds reported $54.5M of Avantis Responsible International Equity ETF stock for Q2 2023, down 6.9% quarter-over-quarter.
  • 5 funds opened new Avantis Responsible International Equity ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest Avantis Responsible International Equity ETF buyer in Q2 2023 was Waverly Advisors, an estimated $3.42M added.
  • The largest Avantis Responsible International Equity ETF seller in Q2 2023 was Jane Street, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.