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Avantis Responsible International Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3034 (+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)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1
Willow Creek Wealth Management
California
$9.6M -$17.9K -351 -0.2%
Corient Private Wealth
2
Corient Private Wealth
Florida
$8.55M +$179K +3,516 +2%
OMC
3
Old Mission Capital
Illinois
$4.2M +$870K +17,076 +25%
Jane Street
4
Jane Street
New York
$3.57M +$58K +1,139 +2%
WA
5
Waverly Advisors
Alabama
$3.21M -$74.3K -1,458 -2%
MWM
6
Merriman Wealth Management
Washington
$2.97M -$92.3K -1,813 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.64M +$1.4M +27,478 +105%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.48M -$1.83M -35,878 -41%
NCM
9
Northland Capital Management
Minnesota
$1.87M -$551K -10,823 -22%
Mariner
10
Mariner
Kansas
$1.8M +$1.87M +36,643 New
HFA
11
Highland Financial Advisors
New Jersey
$1.31M +$127K +2,498 +10%
WA
12
Wealthstream Advisors
New York
$1.15M +$4.79K +94 +0.4%
HNWA
13
Henrickson Nauta Wealth Advisors
Michigan
$875K
WP
14
WMS Partners
Maryland
$680K +$98.2K +1,928 +16%
DPI
15
Diversified Portfolios Inc
Michigan
$560K
ADL
16
Asset Dedication LLC
California
$554K +$281K +5,513 +95%
TWA
17
TCI Wealth Advisors
Arizona
$373K -$1.12K -22 -0.3%
PP
18
PrairieView Partners
Minnesota
$305K +$159K +3,116 +100%
PL
19
Plancorp LLC
Missouri
$286K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$283K -$889K -17,452 -76%
KLI
21
Kelman-Lazarov Inc
Tennessee
$241K -$6.11K -120 -2%
TIM
22
Tortoise Investment Management
New York
$221K
TWA
23
Trellis Wealth Advisors
California
$211K +$220K +4,311 New
TFO
24
Tarbox Family Office
California
$208K +$216K +4,249 New
PCM
25
Passive Capital Management
Maryland
$201K

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.