We are live on ! Find out more
AVIV icon

Avantis International Large Cap Value ETF

93 hedge funds and large institutions have $234M invested in Avantis International Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $216M → $234M (+$18.5M)

3% more funds holding

Funds holding: 9093 (+3)

0.86% more ownership

Funds ownership: 61.58%62.44% (+0.86%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
46
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
51
Insight Wealth Partners
Texas
$608K +$42.5K +789 +7%
CPA
52
Cardiff Park Advisors
California
$579K +$10.7K +199 +2%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$554K -$32.2K -598 -5%
EAM
54
Evanson Asset Management
California
$550K +$23.1K +428 +4%
SSW
55
Stone Summit Wealth
Florida
$543K -$6.04K -112 -1%
SCM
56
SOL Capital Management
Maryland
$532K -$539 -10 -0.1%
CWA
57
Canvas Wealth Advisors
Kansas
$519K +$87.1K +1,616 +20%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$507K +$31.5K +585 +6%
TA
59
TFB Advisors
Kansas
$505K -$970 -18 -0.2%
JCM
60
Jacobi Capital Management
Pennsylvania
$497K +$301K +5,581 +144%
FHWM
61
Fox Hill Wealth Management
Massachusetts
$495K -$97.4K -1,807 -16%
PP
62
Prosperity Planning
Missouri
$444K +$457K +8,476 New
WRPWM
63
Werba Rubin Papier Wealth Management
California
$412K +$809 +15 +0.2%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$365K
KP
65
Keel Point
Alabama
$346K +$2.43K +45 +0.7%
SDWIA
66
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K +$117K +2,176 +49%
EWA
67
Etesian Wealth Advisors
Oregon
$338K -$13.3K -246 -4%
EB
68
Emprise Bank
Kansas
$303K -$15.1K -280 -5%
LW
69
Linscomb Wealth
Texas
$269K +$276K +5,128 New
BJL
70
Brighton Jones LLC
Washington
$260K
PWIA
71
Porter White Investment Advisors
Alabama
$243K
PTC
72
Private Trust Company
Ohio
$242K +$120K +2,230 +94%
WFA
73
WMG Financial Advisors
Tennessee
$241K +$27K +500 +12%
Osaic Holdings
74
Osaic Holdings
Arizona
$241K +$377 +7 +0.2%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$239K +$431 +8 +0.2%

AVIV Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q2 2024, worth a combined $234M — up 8.6% from $216M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVIV positions and 5 closed out — a net gain of 4 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $6.69M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.8M sold.

  • 93 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $234M of Avantis International Large Cap Value ETF stock for Q2 2024, up 8.6% quarter-over-quarter.
  • 9 funds opened new Avantis International Large Cap Value ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q2 2024 was WCG Wealth Advisors, an estimated $6.69M added.
  • The largest Avantis International Large Cap Value ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2024.