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Avantis International Large Cap Value ETF

86 hedge funds and large institutions have $200M invested in Avantis International Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

30% more capital invested

Capital invested by funds: $154M → $200M (+$46M)

21% more funds holding

Funds holding: 7186 (+15)

5.5% more ownership

Funds ownership: 60.53%66.03% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
86
Holders Change
+15
Holders Change %
+21.13%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
41
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Callan Capital
California
$2.11M +$1.77M +36,406 +782%
AHC
27
Anderson Hoagland & Co
Missouri
$2.02M +$104K +2,139 +6%
OWA
28
ORBA Wealth Advisors
Illinois
$2.01M +$1.9M +39,032 New
AFAS
29
Acorn Financial Advisory Services
Virginia
$2M -$137K -2,809 -7%
BWM
30
BlackDiamond Wealth Management
New York
$1.85M -$425K -8,734 -19%
MRWM
31
ML&R Wealth Management
Texas
$1.42M +$6.03K +124 +0.5%
CPWM
32
Cypress Point Wealth Management
Texas
$1.4M
OMC
33
Old Mission Capital
Illinois
$1.35M -$804K -16,524 -39%
WPC
34
Wedmont Private Capital
Pennsylvania
$1.11M +$3.11K +64 +0.3%
Citadel Advisors
35
Citadel Advisors
Florida
$1.1M -$1.09M -22,318 -51%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$5.3K +109 +0.6%
THL
37
Tillman Hartley LLC
Colorado
$945K +$7.88K +162 +0.9%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$874K +$49.8K +1,023 +6%
MWP
39
Meredith Wealth Planning
Illinois
$837K +$790K +16,249 New
UB
40
UMB Bank
Missouri
$822K -$10.2K -209 -1%
MWM
41
Merriman Wealth Management
Washington
$808K -$57.6K -1,185 -7%
RDFA
42
Ritter Daniher Financial Advisory
Ohio
$784K -$13.5K -278 -2%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$779K +$736K +15,139 New
GWM
44
Greenwich Wealth Management
Connecticut
$763K -$483K -9,930 -40%
LG
45
LAM Group
Oregon
$762K +$39.9K +820 +6%
OA
46
Oceanside Advisors
South Carolina
$708K +$669K +13,746 New
VFP
47
Verus Financial Partners
Virginia
$667K +$9.82K +202 +2%
FHWM
48
Fox Hill Wealth Management
Massachusetts
$603K +$570K +11,716 New
CPA
49
Cardiff Park Advisors
California
$558K +$6.91K +142 +1%
SSW
50
Stone Summit Wealth
Florida
$543K +$35K +719 +7%

AVIV Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q4 2023, worth a combined $200M — up 30% from $154M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AVIV positions and 3 closed out — a net gain of 16 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was American Century Companies, adding an estimated $8.09M. The largest seller was Citadel Advisors, cutting an estimated $1.09M.

  • 86 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $200M of Avantis International Large Cap Value ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 19 funds opened new Avantis International Large Cap Value ETF positions in Q4 2023 and 3 closed out, a net change of +16 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q4 2023 was American Century Companies, an estimated $8.09M added.
  • The largest Avantis International Large Cap Value ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2023.