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Avantis International Large Cap Value ETF
AVIV

63 hedge funds and large institutions have $145M invested in Avantis International Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

15% more funds holding

Funds holding: 55 → 63 (+8)

14% more capital invested

Capital invested by funds: $127M → $145M (+$17.6M)

2.15% more ownership

Funds ownership: 58.58% → 60.72% (+2.1%)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
27
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.71M
2
NL
NWAM LLC
Washington
+$4.29M
3
BSW
Buckingham Strategic Wealth
Missouri
+$3.94M
4
MWM
Merriman Wealth Management
Washington
+$2.98M
5
PA
Paragon Advisors
Texas
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
FWP
FAS Wealth Partners
Kansas
-$11.1M
2
VWM
Venturi Wealth Management
Texas
-$4.33M
3
ASN
Advisory Services Network
Georgia
-$1.8M
4
OMC
Old Mission Capital
Illinois
-$1.33M
5
PL
Plancorp LLC
Missouri
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
26
Redmont Wealth Advisors
Illinois
$1.83M +$1.83M +37,539 New
AFG
27
Altiora Financial Group
Ohio
$1.77M -$54.6K -1,123 -3%
CPWM
28
Cypress Point Wealth Management
Texas
$1.47M +$39.8K +819 +3%
MRWM
29
ML&R Wealth Management
Texas
$1.35M -$49.2K -1,012 -4%
GWM
30
Greenwich Wealth Management
Connecticut
$1.26M -$87.1K -1,791 -6%
WPC
31
Wedmont Private Capital
Pennsylvania
$1.08M +$6.71K +138 +0.6%
UB
32
UMB Bank
Missouri
$985K -$234K -4,822 -19%
THL
33
Tillman Hartley LLC
Colorado
$885K +$1.6K +33 +0.2%
RDFA
34
Ritter Daniher Financial Advisory
Ohio
$791K -$152K -3,129 -16%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$777K +$777K +15,975 New
PFO
36
Pathstone Family Office
New Jersey
$725K +$725K +14,904 New
LG
37
LAM Group
Oregon
$684K -$28.9K -595 -4%
VFP
38
Verus Financial Partners
Virginia
$652K +$13.9K +286 +2%
OMC
39
Old Mission Capital
Illinois
$556K -$1.33M -27,281 -70%
CPA
40
Cardiff Park Advisors
California
$520K +$9.58K +197 +2%
Creative Planning
41
Creative Planning
Kansas
$494K – – –
SSW
42
Stone Summit Wealth
Florida
$489K +$89K +1,831 +22%
BJL
43
Brighton Jones LLC
Washington
$433K – – –
CWA
44
Canvas Wealth Advisors
Kansas
$433K +$36K +741 +9%
WRPWM
45
Werba Rubin Papier Wealth Management
California
$372K -$12.5K -258 -3%
HWM
46
HB Wealth Management
Georgia
$362K – – –
TA
47
TFB Advisors
Kansas
$341K +$341K +7,022 New
SCM
48
SOL Capital Management
Maryland
$335K +$25K +515 +8%
KP
49
Keel Point
Alabama
$317K +$2.14K +44 +0.7%
IWP
50
Insight Wealth Partners
Texas
$272K +$272K +5,600 New
1
2
3

AVIV Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q2 2023, worth a combined $145M — up 14% from $127M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIV positions and 4 closed out — a net gain of 9 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $5.71M. The largest seller was FAS Wealth Partners, exiting entirely with an estimated $11.1M sold.

  • 63 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q2 2023, up from 55 in Q1 2023.
  • Funds reported $145M of Avantis International Large Cap Value ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 13 funds opened new Avantis International Large Cap Value ETF positions in Q2 2023 and 4 closed out, a net change of +9 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q2 2023 was Jane Street, an estimated $5.71M added.
  • The largest Avantis International Large Cap Value ETF seller in Q2 2023 was FAS Wealth Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.