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Avantis Responsible International Equity ETF
AVSD

48 hedge funds and large institutions have $70.5M invested in Avantis Responsible International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

12% more funds holding

Funds holding: 43 → 48 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.81% less ownership

Funds ownership: 60.35% → 50.54% (-9.8%)

12% less capital invested

Capital invested by funds: $79.7M → $70.5M (-$9.2M)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
15
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$242K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$226K
3
Truist Financial
Truist Financial
North Carolina
+$226K
4
RWP
Revolve Wealth Partners
New Jersey
+$200K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$136K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$6.76M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
3
OMC
Old Mission Capital
Illinois
-$2.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$886K
5
WCWM
Willow Creek Wealth Management
California
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$15M -$14.3K -263 -0.1%
WCWM
2
Willow Creek Wealth Management
California
$10.6M -$602K -11,076 -6%
OMC
3
Old Mission Capital
Illinois
$5.31M -$2.62M -48,099 -34%
MWM
4
Merriman Wealth Management
Washington
$4.08M +$762 +14 +0%
WA
5
Waverly Advisors
Alabama
$3.75M +$61.3K +1,127 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.1M +$121K +2,231 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.05M -$190K -3,487 -6%
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.69M -$6.76M -124,214 -72%
Mariner
9
Mariner
Kansas
$2.4M +$7.78K +143 +0.3%
Jane Street
10
Jane Street
New York
$2.3M -$163K -3,002 -7%
NCM
11
Northland Capital Management
Minnesota
$2.18M -$19.5K -359 -0.9%
HFA
12
Highland Financial Advisors
New Jersey
$1.55M -$53.7K -987 -3%
TWA
13
Trellis Wealth Advisors
California
$1.51M – – –
WA
14
Wealthstream Advisors
New York
$1.49M -$19.2K -353 -1%
MGW
15
MB Generational Wealth
Washington
$1.25M – – –
TFM
16
Trademark Financial Management
Minnesota
$1.2M +$58.4K +1,073 +5%
HNWA
17
Henrickson Nauta Wealth Advisors
Michigan
$980K -$6.2K -114 -0.6%
WP
18
WMS Partners
Maryland
$821K +$21.8K +401 +3%
RWP
19
Revolve Wealth Partners
New Jersey
$742K +$200K +3,679 +39%
DPI
20
Diversified Portfolios Inc
Michigan
$650K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$643K -$886K -16,281 -59%
TH
22
Team Hewins
California
$603K +$2.45K +45 +0.4%
TWA
23
TCI Wealth Advisors
Arizona
$427K -$5.49K -101 -1%
OWM
24
Opes Wealth Management
California
$386K +$14.6K +268 +4%
PP
25
PrairieView Partners
Minnesota
$374K +$17.1K +315 +5%
1
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AVSD Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible International Equity ETF (AVSD) for Q1 2024, worth a combined $70.5M — down 12% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVSD positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $242K. The largest seller was Corient Private Wealth, cutting an estimated $6.76M.

  • 48 institutional investors held Avantis Responsible International Equity ETF (AVSD) as of Q1 2024, up from 43 in Q4 2023.
  • Funds reported $70.5M of Avantis Responsible International Equity ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 8 funds opened new Avantis Responsible International Equity ETF positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest Avantis Responsible International Equity ETF buyer in Q1 2024 was Journey Strategic Wealth, an estimated $242K added.
  • The largest Avantis Responsible International Equity ETF seller in Q1 2024 was Corient Private Wealth, an estimated $6.76M sold.

Based on aggregated 13F filings for Q1 2024.