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Avantis International Large Cap Value ETF
AVIV

63 hedge funds and large institutions have $145M invested in Avantis International Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

15% more funds holding

Funds holding: 55 → 63 (+8)

14% more capital invested

Capital invested by funds: $127M → $145M (+$17.6M)

2.15% more ownership

Funds ownership: 58.58% → 60.72% (+2.1%)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
27
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.71M
2
NL
NWAM LLC
Washington
+$4.29M
3
BSW
Buckingham Strategic Wealth
Missouri
+$3.94M
4
MWM
Merriman Wealth Management
Washington
+$2.98M
5
PA
Paragon Advisors
Texas
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
FWP
FAS Wealth Partners
Kansas
-$11.1M
2
VWM
Venturi Wealth Management
Texas
-$4.33M
3
ASN
Advisory Services Network
Georgia
-$1.8M
4
OMC
Old Mission Capital
Illinois
-$1.33M
5
PL
Plancorp LLC
Missouri
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
51
Capasso Planning Partners
South Carolina
$264K +$5.84K +120 +2%
SDWIA
52
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K – – –
EAM
53
Evanson Asset Management
California
$229K +$23.2K +478 +11%
Osaic Holdings
54
Osaic Holdings
Arizona
$229K +$84.2K +1,732 +58%
PWIA
55
Porter White Investment Advisors
Alabama
$223K +$223K +4,577 New
HI
56
Harbour Investments
Wisconsin
$138K +$7.15K +147 +5%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$89K -$3.89K -80 -4%
IA
58
IFP Advisors
Florida
$51.7K – – –
RWM
59
Ruedi Wealth Management
Illinois
$45.2K – – –
BTI
60
Blue Trust Inc
Georgia
$45K +$45.6K +937 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$44K +$43.7K +899 New
HFS
62
Hantz Financial Services
Michigan
$9K -$340 -7 -4%
GRP
63
Global Retirement Partners
California
$497 – – –
FWP
64
FAS Wealth Partners
Kansas
– -$11.1M -230,751 Closed
VWM
65
Venturi Wealth Management
Texas
– -$4.33M -89,811 Closed
ASN
66
Advisory Services Network
Georgia
– -$1.8M -37,395 Closed
TWA
67
TCI Wealth Advisors
Arizona
– -$30.2K -626 Closed
1 2
3

AVIV Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q2 2023, worth a combined $145M — up 14% from $127M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIV positions and 4 closed out — a net gain of 9 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $5.71M. The largest seller was FAS Wealth Partners, exiting entirely with an estimated $11.1M sold.

  • 63 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q2 2023, up from 55 in Q1 2023.
  • Funds reported $145M of Avantis International Large Cap Value ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 13 funds opened new Avantis International Large Cap Value ETF positions in Q2 2023 and 4 closed out, a net change of +9 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q2 2023 was Jane Street, an estimated $5.71M added.
  • The largest Avantis International Large Cap Value ETF seller in Q2 2023 was FAS Wealth Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.