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Avantis International Large Cap Value ETF
AVIV

Overview Fund Activity

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
Holders
86
Holders Change
+15
Holders Change %
+21.13%
% of All Funds
1.26%
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
–

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$26.7M
2
Jane Street
2
Jane Street
New York
$10.3M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.82M
4
CC
4
Callan Capital
California
$2.11M
5
AWM
5
Austin Wealth Management
Texas
$3.77M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.1M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
OMC
3
Old Mission Capital
Illinois
$1.35M
4
GWM
4
Greenwich Wealth Management
Connecticut
$763K
5
BWM
5
BlackDiamond Wealth Management
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Callan Capital
California
$2.11M +$1.87M +36,406 +782%
AHC
27
Anderson Hoagland & Co
Missouri
$2.02M +$107K +2,139 +6%
OWA
28
ORBA Wealth Advisors
Illinois
$2.01M +$2.01M +39,032 New
AFAS
29
Acorn Financial Advisory Services
Virginia
$2M -$143K -2,809 -7%
BWM
30
BlackDiamond Wealth Management
New York
$1.85M -$438K -8,734 -19%
MRWM
31
ML&R Wealth Management
Texas
$1.42M +$6.38K +124 +0.5%
CPWM
32
Cypress Point Wealth Management
Texas
$1.4M – – –
OMC
33
Old Mission Capital
Illinois
$1.35M -$851K -16,524 -39%
WPC
34
Wedmont Private Capital
Pennsylvania
$1.11M +$3.28K +64 +0.3%
Citadel Advisors
35
Citadel Advisors
Florida
$1.1M -$1.15M -22,318 -51%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$5.61K +109 +0.6%
THL
37
Tillman Hartley LLC
Colorado
$945K +$8.34K +162 +0.9%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$874K +$52.7K +1,023 +6%
MWP
39
Meredith Wealth Planning
Illinois
$837K +$837K +16,249 New
UB
40
UMB Bank
Missouri
$822K -$10.8K -209 -1%
MWM
41
Merriman Wealth Management
Washington
$808K -$61K -1,185 -7%
RDFA
42
Ritter Daniher Financial Advisory
Ohio
$784K -$14.3K -278 -2%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$779K +$779K +15,139 New
GWM
44
Greenwich Wealth Management
Connecticut
$763K -$511K -9,930 -40%
LG
45
LAM Group
Oregon
$762K +$42.2K +820 +6%
OA
46
Oceanside Advisors
South Carolina
$708K +$708K +13,746 New
VFP
47
Verus Financial Partners
Virginia
$667K +$10.3K +202 +2%
FHWM
48
Fox Hill Wealth Management
Massachusetts
$603K +$603K +11,716 New
CPA
49
Cardiff Park Advisors
California
$558K +$7.31K +142 +1%
SSW
50
Stone Summit Wealth
Florida
$543K +$37K +719 +7%
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