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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$224K +$230K +4,265 New
LPP
77
Life Planning Partners
Florida
$206K
HI
78
Harbour Investments
Wisconsin
$196K +$11.5K +214 +6%
VWM
79
Venturi Wealth Management
Texas
$147K -$2.75K -51 -2%
Morgan Stanley
80
Morgan Stanley
New York
$144K +$148K +2,754 +275,400%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$77.3K +$79.5K +1,475 New
TCM
82
TruNorth Capital Management
Michigan
$63K
BFEC
83
Benjamin F. Edwards & Company
Missouri
$61K -$77.8K -1,443 -55%
NRG
84
Nemes Rush Group
Michigan
$57.2K +$24.2K +449 +70%
CTWM
85
Cherry Tree Wealth Management
Minnesota
$56.5K +$15K +279 +35%
BTI
86
Blue Trust Inc
Georgia
$50.7K
RWM
87
Ruedi Wealth Management
Illinois
$48.7K
LFG
88
Larson Financial Group
Missouri
$28.2K +$28.9K +537 New
HFS
89
Hantz Financial Services
Michigan
$25K
CCMI
90
Creative Capital Management Investments
California
$13.4K +$13.7K +255 New
CPA
91
Clear Point Advisors
New York
$10.6K
IA
92
IFP Advisors
Florida
$5.24K
GRP
93
Global Retirement Partners
California
$556 +$54 +1 +10%
OMC
94
Old Mission Capital
Illinois
-$3.8M -70,316 Closed
CPP
95
Capasso Planning Partners
South Carolina
-$358K -6,626 Closed
NL
96
NWAM LLC
Washington
-$295K -5,464 Closed
OCM
97
Orion Capital Management
California
-$20K -370 Closed
CIAS
98
Capital Investment Advisory Services
North Carolina
-$9.36K -173 Closed

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.