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Avantis International Large Cap Value ETF
AVIV

90 hedge funds and large institutions have $216M invested in Avantis International Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $200M → $216M (+$16.1M)

5% more funds holding

Funds holding: 86 → 90 (+4)

4.45% less ownership

Funds ownership: 66.03% → 61.58% (-4.4%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
8
Increased
36
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$7.2M
2
OMC
Old Mission Capital
Illinois
+$2.28M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$2.21M
4
WFA
Websterrogers Financial Advisors
South Carolina
+$2.04M
5
AP
Atwood & Palmer
Missouri
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.62M
2
VWM
Venturi Wealth Management
Texas
-$4.65M
3
NL
NWAM LLC
Washington
-$4.47M
4
AFAS
Acorn Financial Advisory Services
Virginia
-$2M
5
FCI
Financial Counselors Inc
Kansas
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
51
Cardiff Park Advisors
California
$586K – – –
IWP
52
Insight Wealth Partners
Texas
$584K +$112K +2,176 +25%
SSW
53
Stone Summit Wealth
Florida
$566K -$3.81K -74 -0.7%
SCM
54
SOL Capital Management
Maryland
$549K – – –
EAM
55
Evanson Asset Management
California
$544K +$289K +5,609 +126%
TA
56
TFB Advisors
Kansas
$508K – – –
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$491K +$468K +9,076 New
Creative Planning
58
Creative Planning
Kansas
$437K +$1.8K +35 +0.4%
CWA
59
Canvas Wealth Advisors
Kansas
$426K +$95.1K +1,847 +30%
WRPWM
60
Werba Rubin Papier Wealth Management
California
$424K – – –
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$376K – – –
EWA
62
Etesian Wealth Advisors
Oregon
$362K – – –
CPP
63
Capasso Planning Partners
South Carolina
$358K – – –
KP
64
Keel Point
Alabama
$355K – – –
EB
65
Emprise Bank
Kansas
$327K +$312K +6,051 New
NL
66
NWAM LLC
Washington
$295K -$4.47M -86,740 -94%
BJL
67
Brighton Jones LLC
Washington
$269K -$203K -3,941 -44%
PWIA
68
Porter White Investment Advisors
Alabama
$250K – – –
Osaic Holdings
69
Osaic Holdings
Arizona
$248K +$13.5K +262 +6%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$246K -$46.4K -900 -17%
SDWIA
71
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$238K -$16.5K -320 -7%
WFA
72
WMG Financial Advisors
Tennessee
$222K – – –
LPP
73
Life Planning Partners
Florida
$212K -$33.9K -659 -14%
JCM
74
Jacobi Capital Management
Pennsylvania
$210K +$200K +3,888 New
HI
75
Harbour Investments
Wisconsin
$191K -$3.45K -67 -2%
1 2
3
4

AVIV Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q1 2024, worth a combined $216M — up 8.1% from $200M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVIV positions and 4 closed out — a net gain of 4 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was American Century Companies, adding an estimated $7.2M. The largest seller was Jane Street, cutting an estimated $6.62M.

  • 90 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $216M of Avantis International Large Cap Value ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 8 funds opened new Avantis International Large Cap Value ETF positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q1 2024 was American Century Companies, an estimated $7.2M added.
  • The largest Avantis International Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.