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Avantis International Large Cap Value ETF

55 hedge funds and large institutions have $127M invested in Avantis International Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

22% more funds holding

Funds holding: 4555 (+10)

18% more capital invested

Capital invested by funds: $107M → $127M (+$19.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.13% less ownership

Funds ownership: 64.71%58.58% (-6.1%)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
28
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Atwood & Palmer
Missouri
$15.2M +$428K +8,925 +3%
FWP
2
FAS Wealth Partners
Kansas
$11.1M +$4.76M +99,260 +75%
American Century Companies
3
American Century Companies
Missouri
$7.94M +$3.34M +69,691 +73%
BHWM
4
Beaird Harris Wealth Management
Texas
$6.69M -$191K -3,981 -3%
WFA
5
Websterrogers Financial Advisors
South Carolina
$5.98M +$480K +10,012 +9%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.81M +$847K +17,675 +17%
Jane Street
7
Jane Street
New York
$5.36M -$2.62M -54,637 -33%
CPIG
8
Chicago Partners Investment Group
Illinois
$4.74M +$249K +5,196 +6%
BAM
9
Bayshore Asset Management
Florida
$4.53M +$3.69K +77 +0.1%
ACP
10
Aveo Capital Partners
Colorado
$4.46M +$4.43M +92,477 New
VWM
11
Venturi Wealth Management
Texas
$4.33M +$370K +7,729 +9%
PP
12
PrairieView Partners
Minnesota
$4.13M +$128K +2,673 +3%
NCM
13
Northland Capital Management
Minnesota
$3.97M -$2.63K -55 -0.1%
AFGAS
14
Allegiance Financial Group Advisory Services
Virginia
$3.89M +$1.1M +22,948 +40%
TWP
15
Total Wealth Planning
Ohio
$3.61M +$13.1K +274 +0.4%
Citadel Advisors
16
Citadel Advisors
Florida
$3.12M +$3.1M +64,668 New
TIM
17
Tortoise Investment Management
New York
$2.64M +$180K +3,760 +7%
PL
18
Plancorp LLC
Missouri
$2.24M
CFO
19
Collective Family Office
Pennsylvania
$2.21M +$13.5K +281 +0.6%
AHC
20
Anderson Hoagland & Co
Missouri
$2.01M +$61K +1,274 +3%
AFAS
21
Acorn Financial Advisory Services
Virginia
$1.96M +$63.7K +1,329 +3%
OMC
22
Old Mission Capital
Illinois
$1.87M +$261K +5,451 +16%
AFG
23
Altiora Financial Group
Ohio
$1.81M -$234K -4,892 -12%
ASN
24
Advisory Services Network
Georgia
$1.8M +$576K +12,014 +47%
CPWM
25
Cypress Point Wealth Management
Texas
$1.41M +$193K +4,023 +16%

AVIV Hedge Fund Activity: Q1 2023 in Review

55 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Avantis International Large Cap Value ETF (AVIV) for Q1 2023, worth a combined $127M — up 18% from $107M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVIV positions and 1 closed out — a net gain of 10 holders — while 28 added to existing stakes and 9 trimmed.

The largest buyer was FAS Wealth Partners, adding an estimated $4.76M. The largest seller was Merriman Wealth Management, cutting an estimated $5.63M.

  • 55 institutional investors held Avantis International Large Cap Value ETF (AVIV) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $127M of Avantis International Large Cap Value ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 11 funds opened new Avantis International Large Cap Value ETF positions in Q1 2023 and 1 closed out, a net change of +10 holders.
  • The largest Avantis International Large Cap Value ETF buyer in Q1 2023 was FAS Wealth Partners, an estimated $4.76M added.
  • The largest Avantis International Large Cap Value ETF seller in Q1 2023 was Merriman Wealth Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.