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Avantis International Large Cap Value ETF
AVIV

45 hedge funds and large institutions have $107M invested in Avantis International Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

243% more capital invested

Capital invested by funds: $31.3M → $107M (+$76.1M)

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

50% more funds holding

Funds holding: 30 → 45 (+15)

16.11% more ownership

Funds ownership: 48.6% → 64.71% (+16%)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
15
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Atwood & Palmer
Missouri
+$13.2M
2
Jane Street
Jane Street
New York
+$7.14M
3
FWP
FAS Wealth Partners
Kansas
+$5.66M
4
MWM
Merriman Wealth Management
Washington
+$5.42M
5
WFA
Websterrogers Financial Advisors
South Carolina
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
RDFA
Ritter Daniher Financial Advisory
Ohio
-$897K
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$743K
3
W
WorthPointe
California
-$256K
4
OMC
Old Mission Capital
Illinois
-$252K
5
ASN
Advisory Services Network
Georgia
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
26
UMB Bank
Missouri
$1.18M +$288K +6,680 +34%
ASN
27
Advisory Services Network
Georgia
$1.14M -$149K -3,466 -12%
CPWM
28
Cypress Point Wealth Management
Texas
$1.14M +$1.09M +25,311 New
WPC
29
Wedmont Private Capital
Pennsylvania
$988K +$912K +21,169 New
RDFA
30
Ritter Daniher Financial Advisory
Ohio
$944K -$897K -20,839 -50%
THL
31
Tillman Hartley LLC
Colorado
$820K +$782K +18,169 New
BCM
32
Brainard Capital Management
Texas
$658K +$628K +14,580 New
LG
33
LAM Group
Oregon
$626K +$598K +13,885 New
CPA
34
Cardiff Park Advisors
California
$474K +$75.2K +1,746 +20%
VFP
35
Verus Financial Partners
Virginia
$435K +$379K +8,797 New
WRPWM
36
Werba Rubin Papier Wealth Management
California
$357K +$340K +7,905 New
CWA
37
Canvas Wealth Advisors
Kansas
$250K +$223K +5,174 New
SCM
38
SOL Capital Management
Maryland
$235K +$225K +5,215 New
CPP
39
Capasso Planning Partners
South Carolina
$218K +$208K +4,836 New
SDWIA
40
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K +$207K +4,807 New
HI
41
Harbour Investments
Wisconsin
$98.2K +$28K +650 +43%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$95K +$129 +3 +0.1%
Osaic Holdings
43
Osaic Holdings
Arizona
$70K +$66.9K +1,553 New
RWM
44
Ruedi Wealth Management
Illinois
$41.9K +$40K +929 New
TWA
45
TCI Wealth Advisors
Arizona
$27K – – –
FPAS
46
Focus Partners Advisor Solutions
Missouri
– -$743K -19,551 Closed
W
47
WorthPointe
California
– -$256K -6,728 Closed
CWM
48
Castle Wealth Management
Florida
– -$84K -2,218 Closed
UBS Group
49
UBS Group
Switzerland
– -$83K -2,187 Closed
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
– -$27K -703 Closed
1
2
3

AVIV Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q4 2022, worth a combined $107M — up 243% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AVIV positions and 6 closed out — a net gain of 17 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Atwood & Palmer, opening a new position worth an estimated $13.2M. The largest seller was Ritter Daniher Financial Advisory, cutting an estimated $897K.

  • 45 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $107M of Avantis International Large Cap Value ETF stock for Q4 2022, up 243% quarter-over-quarter.
  • 23 funds opened new Avantis International Large Cap Value ETF positions in Q4 2022 and 6 closed out, a net change of +17 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q4 2022 was Atwood & Palmer, an estimated $13.2M added.
  • The largest Avantis International Large Cap Value ETF seller in Q4 2022 was Ritter Daniher Financial Advisory, an estimated $897K sold.

Based on aggregated 13F filings for Q4 2022.