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Avantis International Large Cap Value ETF

86 hedge funds and large institutions have $200M invested in Avantis International Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

30% more capital invested

Capital invested by funds: $154M → $200M (+$46M)

21% more funds holding

Funds holding: 7186 (+15)

5.5% more ownership

Funds ownership: 60.53%66.03% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
86
Holders Change
+15
Holders Change %
+21.13%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
41
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
51
Moisand Fitzgerald Tamayo
Florida
$528K +$499K +10,266 New
SCM
52
SOL Capital Management
Maryland
$523K +$156K +3,200 +46%
TA
53
TFB Advisors
Kansas
$496K +$469K +9,642 New
FCI
54
Financial Counselors Inc
Kansas
$461K +$435K +8,946 New
BJL
55
Brighton Jones LLC
Washington
$459K
IWP
56
Insight Wealth Partners
Texas
$444K +$41.6K +855 +11%
Creative Planning
57
Creative Planning
Kansas
$414K
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$407K +$384K +7,897 New
WRPWM
59
Werba Rubin Papier Wealth Management
California
$404K +$7.88K +162 +2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$358K
EWA
61
Etesian Wealth Advisors
Oregon
$345K +$12K +246 +4%
LPL Financial
62
LPL Financial
California
$345K +$41.1K +845 +14%
CPP
63
Capasso Planning Partners
South Carolina
$341K +$22.8K +468 +8%
KP
64
Keel Point
Alabama
$338K +$1.56K +32 +0.5%
CWA
65
Canvas Wealth Advisors
Kansas
$318K -$136K -2,790 -31%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$280K +$292 +6 +0.1%
SDWIA
67
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$244K -$3.75K -77 -2%
PWIA
68
Porter White Investment Advisors
Alabama
$238K +$2.63K +54 +1%
LPP
69
Life Planning Partners
Florida
$236K +$223K +4,579 New
EAM
70
Evanson Asset Management
California
$229K -$12.7K -261 -6%
Osaic Holdings
71
Osaic Holdings
Arizona
$222K -$34.7K -713 -14%
WFA
72
WMG Financial Advisors
Tennessee
$211K +$199K +4,100 New
HI
73
Harbour Investments
Wisconsin
$185K +$8.8K +181 +5%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$178K +$730 +15 +0.4%
PTC
75
Private Trust Company
Ohio
$65K +$61.4K +1,263 New

AVIV Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q4 2023, worth a combined $200M — up 30% from $154M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AVIV positions and 3 closed out — a net gain of 16 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was American Century Companies, adding an estimated $8.09M. The largest seller was Citadel Advisors, cutting an estimated $1.09M.

  • 86 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $200M of Avantis International Large Cap Value ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 19 funds opened new Avantis International Large Cap Value ETF positions in Q4 2023 and 3 closed out, a net change of +16 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q4 2023 was American Century Companies, an estimated $8.09M added.
  • The largest Avantis International Large Cap Value ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2023.