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Avantis International Large Cap Value ETF

93 hedge funds and large institutions have $234M invested in Avantis International Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $216M → $234M (+$18.5M)

3% more funds holding

Funds holding: 9093 (+3)

0.86% more ownership

Funds ownership: 61.58%62.44% (+0.86%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
46
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
26
Ritter Daniher Financial Advisory
Ohio
$2.55M +$1.82M +33,673 +225%
PL
27
Plancorp LLC
Missouri
$2.48M
OWA
28
ORBA Wealth Advisors
Illinois
$2.22M +$171K +3,166 +8%
AHC
29
Anderson Hoagland & Co
Missouri
$2.14M -$34K -631 -2%
Creative Planning
30
Creative Planning
Kansas
$2.13M +$1.75M +32,495 +402%
AFG
31
Altiora Financial Group
Ohio
$2.12M -$99.7K -1,849 -4%
CC
32
Callan Capital
California
$1.8M -$144K -2,674 -7%
WPC
33
Wedmont Private Capital
Pennsylvania
$1.51M +$349K +6,476 +30%
CPWM
34
Cypress Point Wealth Management
Texas
$1.43M
THL
35
Tillman Hartley LLC
Colorado
$1.4M +$444K +8,244 +45%
FFA
36
Fortune Financial Advisors
Kansas
$1.27M +$424K +7,863 +48%
LPL Financial
37
LPL Financial
California
$1.26M +$679K +12,596 +111%
DFS
38
Dixon Fnancial Services
California
$1.14M
BWM
39
BlackDiamond Wealth Management
New York
$1.03M -$466K -8,648 -30%
LG
40
LAM Group
Oregon
$1.01M +$5.93K +110 +0.6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$962K -$7.17K -133 -0.7%
MWP
42
Meredith Wealth Planning
Illinois
$871K +$19.1K +355 +2%
UB
43
UMB Bank
Missouri
$864K +$15.6K +289 +2%
MHS
44
M Holdings Securities
Oregon
$837K +$861K +15,968 New
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$811K +$17.7K +329 +2%
MWM
46
Merriman Wealth Management
Washington
$807K -$80.9K -1,501 -9%
OA
47
Oceanside Advisors
South Carolina
$728K +$2.05K +38 +0.3%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$727K -$94.2K -1,747 -11%
VFP
49
Verus Financial Partners
Virginia
$703K +$15.5K +287 +2%
GWM
50
Greenwich Wealth Management
Connecticut
$681K -$4.21K -78 -0.6%

AVIV Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q2 2024, worth a combined $234M — up 8.6% from $216M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVIV positions and 5 closed out — a net gain of 4 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $6.69M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.8M sold.

  • 93 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $234M of Avantis International Large Cap Value ETF stock for Q2 2024, up 8.6% quarter-over-quarter.
  • 9 funds opened new Avantis International Large Cap Value ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q2 2024 was WCG Wealth Advisors, an estimated $6.69M added.
  • The largest Avantis International Large Cap Value ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2024.