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Avantis International Large Cap Value ETF

45 hedge funds and large institutions have $107M invested in Avantis International Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

243% more capital invested

Capital invested by funds: $31.3M → $107M (+$76.1M)

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

50% more funds holding

Funds holding: 3045 (+15)

16.11% more ownership

Funds ownership: 48.6%64.71% (+16%)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
15
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Atwood & Palmer
Missouri
$13.8M +$13.2M +306,990 New
Jane Street
2
Jane Street
New York
$7.48M +$7.14M +165,811 New
BHWM
3
Beaird Harris Wealth Management
Texas
$6.44M +$1.93M +44,774 +46%
MWM
4
Merriman Wealth Management
Washington
$6.01M +$5.42M +125,761 +1,670%
FWP
5
FAS Wealth Partners
Kansas
$5.93M +$5.66M +131,491 New
WFA
6
Websterrogers Financial Advisors
South Carolina
$5.14M +$4.91M +113,987 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.64M +$4.43M +102,954 New
CPIG
8
Chicago Partners Investment Group
Illinois
$4.46M +$1.19M +27,696 +44%
American Century Companies
9
American Century Companies
Missouri
$4.29M +$4.09M +95,008 New
BAM
10
Bayshore Asset Management
Florida
$4.23M +$654K +15,178 +19%
PP
11
PrairieView Partners
Minnesota
$3.75M +$722K +16,758 +25%
NCM
12
Northland Capital Management
Minnesota
$3.72M -$22.9K -531 -0.6%
VWM
13
Venturi Wealth Management
Texas
$3.7M +$3.54M +82,082 New
TWP
14
Total Wealth Planning
Ohio
$3.37M +$2.87M +66,545 +815%
AFGAS
15
Allegiance Financial Group Advisory Services
Virginia
$2.61M +$2.49M +57,811 New
TIM
16
Tortoise Investment Management
New York
$2.3M +$248K +5,764 +13%
PL
17
Plancorp LLC
Missouri
$2.1M +$21.5K +500 +1%
CFO
18
Collective Family Office
Pennsylvania
$2.06M +$1.69M +39,315 +627%
AHC
19
Anderson Hoagland & Co
Missouri
$1.95M +$73.1K +1,698 +4%
AFG
20
Altiora Financial Group
Ohio
$1.91M +$1.83M +42,434 New
AFAS
21
Acorn Financial Advisory Services
Virginia
$1.77M +$431K +10,003 +34%
NL
22
NWAM LLC
Washington
$1.55M +$1.48M +34,445 New
OMC
23
Old Mission Capital
Illinois
$1.5M -$252K -5,857 -15%
MRWM
24
ML&R Wealth Management
Texas
$1.39M -$48.4K -1,123 -4%
GWM
25
Greenwich Wealth Management
Connecticut
$1.22M -$128K -2,978 -10%

AVIV Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q4 2022, worth a combined $107M — up 243% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AVIV positions and 6 closed out — a net gain of 17 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Atwood & Palmer, opening a new position worth an estimated $13.2M. The largest seller was Ritter Daniher Financial Advisory, cutting an estimated $897K.

  • 45 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $107M of Avantis International Large Cap Value ETF stock for Q4 2022, up 243% quarter-over-quarter.
  • 23 funds opened new Avantis International Large Cap Value ETF positions in Q4 2022 and 6 closed out, a net change of +17 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q4 2022 was Atwood & Palmer, an estimated $13.2M added.
  • The largest Avantis International Large Cap Value ETF seller in Q4 2022 was Ritter Daniher Financial Advisory, an estimated $897K sold.

Based on aggregated 13F filings for Q4 2022.