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Avantis International Large Cap Value ETF

90 hedge funds and large institutions have $216M invested in Avantis International Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $200M → $216M (+$16.1M)

5% more funds holding

Funds holding: 8690 (+4)

4.45% less ownership

Funds ownership: 66.03%61.58% (-4.4%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
8
Increased
36
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
26
Anderson Hoagland & Co
Missouri
$2.22M +$23.5K +457 +1%
OWA
27
ORBA Wealth Advisors
Illinois
$2.12M +$10.6K +205 +0.5%
CC
28
Callan Capital
California
$2M -$211K -4,102 -10%
BWM
29
BlackDiamond Wealth Management
New York
$1.55M -$423K -8,209 -22%
CPWM
30
Cypress Point Wealth Management
Texas
$1.47M
MRWM
31
ML&R Wealth Management
Texas
$1.41M -$71.9K -1,395 -5%
DFS
32
Dixon Fnancial Services
California
$1.18M +$1.12M +21,740 New
WPC
33
Wedmont Private Capital
Pennsylvania
$1.16M -$14K -272 -1%
Citadel Advisors
34
Citadel Advisors
Florida
$1.13M -$25.5K -496 -2%
LG
35
LAM Group
Oregon
$1.04M +$224K +4,350 +29%
THL
36
Tillman Hartley LLC
Colorado
$1M +$6.59K +128 +0.7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$999K +$545K +10,580 +134%
MWM
38
Merriman Wealth Management
Washington
$914K +$62.3K +1,209 +8%
FFA
39
Fortune Financial Advisors
Kansas
$882K +$840K +16,316 New
MWP
40
Meredith Wealth Planning
Illinois
$879K
UB
41
UMB Bank
Missouri
$875K +$11.1K +215 +1%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$844K -$216K -4,202 -21%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$819K
RDFA
44
Ritter Daniher Financial Advisory
Ohio
$808K -$14.7K -285 -2%
OA
45
Oceanside Advisors
South Carolina
$748K +$4.84K +94 +0.7%
VFP
46
Verus Financial Partners
Virginia
$710K
GWM
47
Greenwich Wealth Management
Connecticut
$707K -$89.9K -1,746 -12%
LPL Financial
48
LPL Financial
California
$614K +$240K +4,663 +70%
FHWM
49
Fox Hill Wealth Management
Massachusetts
$608K -$24.2K -470 -4%
MFT
50
Moisand Fitzgerald Tamayo
Florida
$604K +$46.4K +901 +9%

AVIV Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q1 2024, worth a combined $216M — up 8.1% from $200M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVIV positions and 4 closed out — a net gain of 4 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was American Century Companies, adding an estimated $7.2M. The largest seller was Jane Street, cutting an estimated $6.62M.

  • 90 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $216M of Avantis International Large Cap Value ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 8 funds opened new Avantis International Large Cap Value ETF positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q1 2024 was American Century Companies, an estimated $7.2M added.
  • The largest Avantis International Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.