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Avantis International Large Cap Value ETF
AVIV

55 hedge funds and large institutions have $127M invested in Avantis International Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

22% more funds holding

Funds holding: 45 → 55 (+10)

18% more capital invested

Capital invested by funds: $107M → $127M (+$19.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.13% less ownership

Funds ownership: 64.71% → 58.58% (-6.1%)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
28
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWP
FAS Wealth Partners
Kansas
+$4.76M
2
ACP
Aveo Capital Partners
Colorado
+$4.43M
3
American Century Companies
American Century Companies
Missouri
+$3.34M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.1M
5
AFGAS
Allegiance Financial Group Advisory Services
Virginia
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
MWM
Merriman Wealth Management
Washington
-$5.63M
2
Jane Street
Jane Street
New York
-$2.62M
3
NL
NWAM LLC
Washington
-$1.55M
4
AFG
Altiora Financial Group
Ohio
-$234K
5
BHWM
Beaird Harris Wealth Management
Texas
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
MRWM
26
ML&R Wealth Management
Texas
$1.39M -$104K -2,179 -7%
GWM
27
Greenwich Wealth Management
Connecticut
$1.33M +$26.1K +544 +2%
UB
28
UMB Bank
Missouri
$1.21M -$51.6K -1,076 -4%
WPC
29
Wedmont Private Capital
Pennsylvania
$1.04M +$13.9K +291 +1%
RDFA
30
Ritter Daniher Financial Advisory
Ohio
$934K -$73.9K -1,542 -7%
THL
31
Tillman Hartley LLC
Colorado
$876K – – –
MWM
32
Merriman Wealth Management
Washington
$756K -$5.63M -117,597 -88%
LG
33
LAM Group
Oregon
$706K +$36.9K +770 +6%
BCM
34
Brainard Capital Management
Texas
$703K – – –
VFP
35
Verus Financial Partners
Virginia
$608K +$184K +3,838 +44%
CPA
36
Cardiff Park Advisors
California
$506K – – –
Creative Planning
37
Creative Planning
Kansas
$489K +$486K +10,153 New
BJL
38
Brighton Jones LLC
Washington
$429K +$427K +8,908 New
SSW
39
Stone Summit Wealth
Florida
$397K +$394K +8,229 New
CWA
40
Canvas Wealth Advisors
Kansas
$386K +$129K +2,686 +52%
WRPWM
41
Werba Rubin Papier Wealth Management
California
$381K – – –
HWM
42
HB Wealth Management
Georgia
$359K +$357K +7,450 New
KP
43
Keel Point
Alabama
$312K +$311K +6,483 New
SCM
44
SOL Capital Management
Maryland
$307K +$55.8K +1,165 +22%
CPP
45
Capasso Planning Partners
South Carolina
$255K +$22.2K +463 +10%
SDWIA
46
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$232K – – –
EAM
47
Evanson Asset Management
California
$204K +$202K +4,226 New
Osaic Holdings
48
Osaic Holdings
Arizona
$143K +$68K +1,419 +91%
HI
49
Harbour Investments
Wisconsin
$130K +$24.8K +517 +24%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$92K -$9.34K -195 -9%
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AVIV Hedge Fund Activity: Q1 2023 in Review

55 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q1 2023, worth a combined $127M — up 18% from $107M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVIV positions and 1 closed out — a net gain of 10 holders — while 28 added to existing stakes and 9 trimmed.

The largest buyer was FAS Wealth Partners, adding an estimated $4.76M. The largest seller was Merriman Wealth Management, cutting an estimated $5.63M.

  • 55 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $127M of Avantis International Large Cap Value ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 11 funds opened new Avantis International Large Cap Value ETF positions in Q1 2023 and 1 closed out, a net change of +10 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q1 2023 was FAS Wealth Partners, an estimated $4.76M added.
  • The largest Avantis International Large Cap Value ETF seller in Q1 2023 was Merriman Wealth Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.