Avantis International Large Cap Value ETF
AVIV
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.
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: 71 → 86 (+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: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$8.09M |
| 2 |
Jane Street
New York
|
+$3.7M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.65M |
| 4 |
CC
Callan Capital
La Jolla,
California
|
+$1.77M |
| 5 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$990K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$804K |
| 4 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$483K |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | +$45.1K | +928 | New |
|
|
RWM
77
Ruedi Wealth Management
Champaign,
Illinois
| $47.8K | – | – | – |
|
|
BTI
78
Blue Trust Inc
Alpharetta,
Georgia
| $45K | – | – | – |
|
|
CTWM
79
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $41.1K | +$38.9K | +799 | New |
|
80
UBS Group
Zurich,
Switzerland
| $20.5K | +$19.4K | +399 | New |
|
|
OCM
81
Orion Capital Management
Coronado,
California
| $19K | – | – | – |
|
|
CPA
82
Clear Point Advisors
Melville,
New York
| $10.4K | +$9.78K | +201 | New |
|
|
HFS
83
Hantz Financial Services
Southfield,
Michigan
| $10K | – | – | – |
|
|
IA
84
IFP Advisors
Tampa,
Florida
| $5.15K | -$34.1K | -701 | -88% |
|
|
NRG
85
Nemes Rush Group
Novi,
Michigan
| $2.32K | +$2.19K | +45 | New |
|
|
GRP
86
Global Retirement Partners
San Rafael,
California
| $518 | – | – | – |
|
|
FTUS
87
Flow Traders U.S.
New York
| – | -$990K | -20,573 | Closed |
|
|
HWM
88
HB Wealth Management
Atlanta,
Georgia
| – | -$359K | -7,450 | Closed |
|
89
JP Morgan Chase
New York
| – | -$33.7K | -701 | Closed |
|
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.