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Avantis International Large Cap Value ETF
AVIV

Overview Fund Activity

71 hedge funds and large institutions have $154M invested in Avantis International Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
25
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$12M
2
American Century Companies
2
American Century Companies
Missouri
$17M
3
VWM
3
Venturi Wealth Management
Texas
$4.47M
4
OMC
4
Old Mission Capital
Illinois
$2.05M
5
FTUS
5
Flow Traders U.S.
New York
$990K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$262K
2
Jane Street
2
Jane Street
New York
$6.01M
3
MWM
3
Merriman Wealth Management
Washington
$812K
4
PA
4
Paragon Advisors
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
SOL Capital Management
Maryland
$335K +$2.89K +60 +0.9%
KP
52
Keel Point
Alabama
$314K – – –
EWA
53
Etesian Wealth Advisors
Oregon
$311K +$311K +6,450 New
CPP
54
Capasso Planning Partners
South Carolina
$296K +$35.6K +739 +14%
LPL Financial
55
LPL Financial
California
$282K +$282K +5,848 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$262K -$7.36M -152,754 -97%
Osaic Holdings
57
Osaic Holdings
Arizona
$242K +$15.8K +328 +7%
SDWIA
58
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$231K – – –
EAM
59
Evanson Asset Management
California
$226K – – –
CC
60
Callan Capital
California
$224K +$224K +4,658 New
PWIA
61
Porter White Investment Advisors
Alabama
$220K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$165K +$77K +1,604 +88%
HI
63
Harbour Investments
Wisconsin
$165K +$27.7K +576 +20%
BTI
64
Blue Trust Inc
Georgia
$46K – – –
RWM
65
Ruedi Wealth Management
Illinois
$44.7K – – –
IA
66
IFP Advisors
Florida
$38.6K -$12.6K -262 -25%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$33.7K +$33.7K +701 New
OCM
68
Orion Capital Management
California
$17.8K +$17.8K +370 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$16.2K +$16.2K +337 New
HFS
70
Hantz Financial Services
Michigan
$9K – – –
GRP
71
Global Retirement Partners
California
$474 – – –
PA
72
Paragon Advisors
Texas
– -$2.76M -56,723 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
– -$1.94M -39,756 Closed
TA
74
TFB Advisors
Kansas
– -$341K -7,022 Closed
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
– -$44K -899 Closed
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