We are live on ! Find out more
AVIV icon

Avantis International Large Cap Value ETF

30 hedge funds and large institutions have $31.3M invested in Avantis International Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

70% more capital invested

Capital invested by funds: $18.4M → $31.3M (+$12.9M)

25% more funds holding

Funds holding: 2430 (+6)

6.19% more ownership

Funds ownership: 42.41%48.6% (+6.2%)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$3.73M +$3.49M +83,004 +552%
NCM
2
Northland Capital Management
Minnesota
$3.15M +$3.49M +82,999 New
BAM
3
Bayshore Asset Management
Florida
$2.99M +$2.05M +48,743 +163%
CPIG
4
Chicago Partners Investment Group
Illinois
$2.68M +$1.01M +24,149 +62%
PP
5
PrairieView Partners
Minnesota
$2.52M +$1.33M +31,622 +91%
PL
6
Plancorp LLC
Missouri
$1.75M
TIM
7
Tortoise Investment Management
New York
$1.72M +$731K +17,410 +63%
RDFA
8
Ritter Daniher Financial Advisory
Ohio
$1.59M +$64.3K +1,531 +4%
OMC
9
Old Mission Capital
Illinois
$1.49M +$741K +17,645 +82%
AHC
10
Anderson Hoagland & Co
Missouri
$1.48M +$1.63M +38,814 New
MRWM
11
ML&R Wealth Management
Texas
$1.22M +$456K +10,866 +51%
GWM
12
Greenwich Wealth Management
Connecticut
$1.14M -$168K -3,991 -12%
AFAS
13
Acorn Financial Advisory Services
Virginia
$1.11M +$1.23M +29,277 New
ASN
14
Advisory Services Network
Georgia
$1.1M +$144K +3,420 +13%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$743K +$308K +7,338 +60%
UB
16
UMB Bank
Missouri
$740K +$818K +19,465 New
CPA
17
Cardiff Park Advisors
California
$333K
TWP
18
Total Wealth Planning
Ohio
$310K +$343K +8,168 New
WFA
19
Wipfli Financial Advisors
Wisconsin
$297K +$329K +7,821 New
MWM
20
Merriman Wealth Management
Washington
$286K +$316K +7,530 New
W
21
WorthPointe
California
$256K
CFO
22
Collective Family Office
Pennsylvania
$238K -$693K -16,487 -72%
LPP
23
Life Planning Partners
Florida
$86.3K +$50.8K +1,210 +114%
CWM
24
Castle Wealth Management
Florida
$84K +$93.2K +2,218 New
UBS Group
25
UBS Group
Switzerland
$83K +$53.4K +1,271 +139%

AVIV Hedge Fund Activity: Q3 2022 in Review

30 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q3 2022, worth a combined $31.3M — up 70% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVIV positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Beaird Harris Wealth Management, adding an estimated $3.49M. The largest seller was Collective Family Office, cutting an estimated $693K.

  • 30 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q3 2022, up from 24 in Q2 2022.
  • Funds reported $31.3M of Avantis International Large Cap Value ETF stock for Q3 2022, up 70% quarter-over-quarter.
  • 9 funds opened new Avantis International Large Cap Value ETF positions in Q3 2022 and 3 closed out, a net change of +6 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q3 2022 was Beaird Harris Wealth Management, an estimated $3.49M added.
  • The largest Avantis International Large Cap Value ETF seller in Q3 2022 was Collective Family Office, an estimated $693K sold.

Based on aggregated 13F filings for Q3 2022.