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Avantis International Large Cap Value ETF
AVIV

71 hedge funds and large institutions have $154M invested in Avantis International Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

13% more funds holding

Funds holding: 63 → 71 (+8)

6% more capital invested

Capital invested by funds: $145M → $154M (+$8.8M)

0.2% less ownership

Funds ownership: 60.72% → 60.53% (-0.2%)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
25
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWP
FAS Wealth Partners
Kansas
+$12.2M
2
American Century Companies
American Century Companies
Missouri
+$6.94M
3
VWM
Venturi Wealth Management
Texas
+$4.55M
4
OMC
Old Mission Capital
Illinois
+$1.53M
5
FTUS
Flow Traders U.S.
New York
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.49M
2
Jane Street
Jane Street
New York
-$5.08M
3
MWM
Merriman Wealth Management
Washington
-$2.95M
4
PA
Paragon Advisors
Texas
-$2.76M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Altiora Financial Group
Ohio
$1.86M +$113K +2,300 +6%
AHC
27
Anderson Hoagland & Co
Missouri
$1.85M -$196K -4,001 -9%
MRWM
28
ML&R Wealth Management
Texas
$1.32M -$15.5K -316 -1%
CPWM
29
Cypress Point Wealth Management
Texas
$1.31M -$142K -2,904 -10%
GWM
30
Greenwich Wealth Management
Connecticut
$1.19M -$53.3K -1,088 -4%
WPC
31
Wedmont Private Capital
Pennsylvania
$1.02M -$3.19K -65 -0.3%
FTUS
32
Flow Traders U.S.
New York
$990K +$1.01M +20,573 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$948K +$965K +19,695 New
THL
34
Tillman Hartley LLC
Colorado
$876K – – –
MWM
35
Merriman Wealth Management
Washington
$812K -$2.95M -60,110 -78%
UB
36
UMB Bank
Missouri
$779K -$199K -4,069 -20%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$768K -$735 -15 -0.1%
RDFA
38
Ritter Daniher Financial Advisory
Ohio
$747K -$36.8K -750 -5%
PFO
39
Pathstone Family Office
New Jersey
$718K – – –
LG
40
LAM Group
Oregon
$673K -$3.68K -75 -0.5%
VFP
41
Verus Financial Partners
Virginia
$614K – – –
CPA
42
Cardiff Park Advisors
California
$515K – – –
SSW
43
Stone Summit Wealth
Florida
$473K -$11.5K -234 -2%
BJL
44
Brighton Jones LLC
Washington
$429K – – –
CWA
45
Canvas Wealth Advisors
Kansas
$419K +$21.9K +446 +5%
Creative Planning
46
Creative Planning
Kansas
$387K -$104K -2,114 -21%
IWP
47
Insight Wealth Partners
Texas
$374K +$107K +2,173 +39%
WRPWM
48
Werba Rubin Papier Wealth Management
California
$370K +$1.62K +33 +0.4%
HWM
49
HB Wealth Management
Georgia
$359K – – –
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$335K +$341K +6,961 New
1
2
3

AVIV Hedge Fund Activity: Q3 2023 in Review

71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q3 2023, worth a combined $154M — up 6.1% from $145M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AVIV positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $12.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.49M.

  • 71 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q3 2023, up from 63 in Q2 2023.
  • Funds reported $154M of Avantis International Large Cap Value ETF stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 12 funds opened new Avantis International Large Cap Value ETF positions in Q3 2023 and 4 closed out, a net change of +8 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q3 2023 was FAS Wealth Partners, an estimated $12.2M added.
  • The largest Avantis International Large Cap Value ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $7.49M sold.

Based on aggregated 13F filings for Q3 2023.