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Avantis International Large Cap Value ETF
AVIV

Overview Fund Activity

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
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

1
FWP
1
FAS Wealth Partners
Kansas
$12M
2
American Century Companies
2
American Century Companies
Missouri
$17M
3
VWM
3
Venturi Wealth Management
Texas
$4.47M
4
OMC
4
Old Mission Capital
Illinois
$2.05M
5
FTUS
5
Flow Traders U.S.
New York
$990K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$262K
2
Jane Street
2
Jane Street
New York
$6.01M
3
MWM
3
Merriman Wealth Management
Washington
$812K
4
PA
4
Paragon Advisors
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Altiora Financial Group
Ohio
$1.86M +$111K +2,300 +6%
AHC
27
Anderson Hoagland & Co
Missouri
$1.85M -$193K -4,001 -9%
MRWM
28
ML&R Wealth Management
Texas
$1.32M -$15.2K -316 -1%
CPWM
29
Cypress Point Wealth Management
Texas
$1.31M -$140K -2,904 -10%
GWM
30
Greenwich Wealth Management
Connecticut
$1.19M -$52.4K -1,088 -4%
WPC
31
Wedmont Private Capital
Pennsylvania
$1.02M -$3.08K -65 -0.3%
FTUS
32
Flow Traders U.S.
New York
$990K +$990K +20,573 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$948K +$948K +19,695 New
THL
34
Tillman Hartley LLC
Colorado
$876K – – –
MWM
35
Merriman Wealth Management
Washington
$812K -$2.89M -60,110 -78%
UB
36
UMB Bank
Missouri
$779K -$196K -4,069 -20%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$768K -$722 -15 -0.1%
RDFA
38
Ritter Daniher Financial Advisory
Ohio
$747K -$36.1K -750 -5%
PFO
39
Pathstone Family Office
New Jersey
$718K – – –
LG
40
LAM Group
Oregon
$673K -$3.61K -75 -0.5%
VFP
41
Verus Financial Partners
Virginia
$614K – – –
CPA
42
Cardiff Park Advisors
California
$515K – – –
SSW
43
Stone Summit Wealth
Florida
$473K -$11.3K -234 -2%
BJL
44
Brighton Jones LLC
Washington
$429K – – –
CWA
45
Canvas Wealth Advisors
Kansas
$419K +$20.7K +446 +5%
Creative Planning
46
Creative Planning
Kansas
$387K -$102K -2,114 -21%
IWP
47
Insight Wealth Partners
Texas
$374K +$105K +2,173 +39%
WRPWM
48
Werba Rubin Papier Wealth Management
California
$370K +$1.59K +33 +0.4%
HWM
49
HB Wealth Management
Georgia
$359K – – –
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$335K +$335K +6,961 New
1
2
3