Avantis International Large Cap Value ETF
AVIV
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.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
13% more funds holding
Funds holding: 63 → 71 (+8)
6% more capital invested
Capital invested by funds: $145M → $154M (+$8.8M)
0.2% less ownership
Funds ownership: 60.72% → 60.53% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$12.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$6.94M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$4.55M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.53M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.49M |
| 2 |
Jane Street
New York
|
-$5.08M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.95M |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
-$2.76M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.94M |
AVIV Hedge Fund Activity: Q3 2023 in Review
71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q3 2023, worth a combined $154M — up 6.1% from $145M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AVIV positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $12.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.49M.
- 71 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q3 2023, up from 63 in Q2 2023.
- Funds reported $154M of Avantis International Large Cap Value ETF stock for Q3 2023, up 6.1% quarter-over-quarter.
- 12 funds opened new Avantis International Large Cap Value ETF positions in Q3 2023 and 4 closed out, a net change of +8 holders.
- The largest Avantis International Large Cap Value ETF buyer in Q3 2023 was FAS Wealth Partners, an estimated $12.2M added.
- The largest Avantis International Large Cap Value ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $7.49M sold.
Based on aggregated 13F filings for Q3 2023.