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Avantis Responsible International Equity ETF
AVSD

46 hedge funds and large institutions have $77.5M invested in Avantis Responsible International Equity ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $72.4M → $77.5M (+$5.12M)

5% more funds holding

Funds holding: 44 → 46 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.96% less ownership

Funds ownership: 52.14% → 51.18% (-0.96%)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
15
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCWM
Willow Creek Wealth Management
California
+$535K
2
CAM
Clarity Asset Management
Iowa
+$324K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$214K
4
AA
Addison Advisors
Vermont
+$175K
5
HFA
Highland Financial Advisors
New Jersey
+$113K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.67M
2
OMC
Old Mission Capital
Illinois
-$263K
3
OCM
Orion Capital Management
California
-$151K
4
MWM
Merriman Wealth Management
Washington
-$72.9K
5
WA
Waverly Advisors
Alabama
-$51.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$16.6M +$324K +5,612 +2%
WCWM
2
Willow Creek Wealth Management
California
$11.8M +$535K +9,257 +5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$10.7M +$43.2K +748 +0.4%
MWM
4
Merriman Wealth Management
Washington
$4.1M -$72.9K -1,261 -2%
WA
5
Waverly Advisors
Alabama
$3.56M -$51.5K -892 -1%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.51M -$8.61K -149 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.36M +$109K +1,883 +4%
Mariner
8
Mariner
Kansas
$2.57M -$5.61K -97 -0.2%
NCM
9
Northland Capital Management
Minnesota
$2.12M -$15.3K -264 -0.7%
HFA
10
Highland Financial Advisors
New Jersey
$1.94M +$113K +1,948 +6%
Jane Street
11
Jane Street
New York
$1.73M -$2.67M -46,126 -62%
WA
12
Wealthstream Advisors
New York
$1.68M +$52.5K +908 +3%
TWA
13
Trellis Wealth Advisors
California
$1.61M – – –
MGW
14
MB Generational Wealth
Washington
$1.33M – – –
TFM
15
Trademark Financial Management
Minnesota
$1.27M +$14.7K +255 +1%
RWP
16
Revolve Wealth Partners
New Jersey
$1.06M +$86.8K +1,502 +9%
HNWA
17
Henrickson Nauta Wealth Advisors
Michigan
$1.03M -$29.5K -511 -3%
PP
18
PrairieView Partners
Minnesota
$704K +$97.8K +1,693 +17%
DPI
19
Diversified Portfolios Inc
Michigan
$692K – – –
TH
20
Team Hewins
California
$590K -$29K -502 -5%
WP
21
WMS Partners
Maryland
$522K +$77.8K +1,346 +19%
JSW
22
Journey Strategic Wealth
New Jersey
$472K -$47.3K -819 -10%
TWA
23
TCI Wealth Advisors
Arizona
$446K -$8.67K -150 -2%
OWM
24
Opes Wealth Management
California
$427K +$17K +295 +4%
WP
25
WealthShield Partners
North Carolina
$385K – – –
1
2

AVSD Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible International Equity ETF (AVSD) for Q3 2024, worth a combined $77.5M — up 7.1% from $72.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AVSD positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Willow Creek Wealth Management, adding an estimated $535K. The largest seller was Jane Street, cutting an estimated $2.67M.

  • 46 institutional investors held Avantis Responsible International Equity ETF (AVSD) as of Q3 2024, up from 44 in Q2 2024.
  • Funds reported $77.5M of Avantis Responsible International Equity ETF stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 4 funds opened new Avantis Responsible International Equity ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest Avantis Responsible International Equity ETF buyer in Q3 2024 was Willow Creek Wealth Management, an estimated $535K added.
  • The largest Avantis Responsible International Equity ETF seller in Q3 2024 was Jane Street, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2024.