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Avantis International Small Cap Equity ETF

22 hedge funds and large institutions have $35.9M invested in Avantis International Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

161% more capital invested

Capital invested by funds: $13.7M → $35.9M (+$22.1M)

38% more funds holding

Funds holding: 1622 (+6)

5.98% more ownership

Funds ownership: 82.37%88.35% (+6%)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$16.4M +$15.6M +290,579 New
American Century Companies
2
American Century Companies
Missouri
$4.55M +$446K +8,292 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.99M +$1.51M +28,065 +113%
AWM
4
Ariadne Wealth Management
California
$2.32M +$291K +5,423 +14%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.74M +$312K +5,808 +23%
Jane Street
6
Jane Street
New York
$1.33M +$205K +3,810 +19%
KLI
7
Kelman-Lazarov Inc
Tennessee
$1.17M +$1.12M +20,754 New
LG
8
LAM Group
Oregon
$920K +$549K +10,210 +167%
DFS
9
Dixon Fnancial Services
California
$820K
PL
10
Plancorp LLC
Missouri
$725K +$214K +3,980 +45%
HCP
11
Hardin Capital Partners
South Carolina
$623K +$126K +2,338 +35%
WRPWM
12
Werba Rubin Papier Wealth Management
California
$581K +$554K +10,315 New
CPA
13
Cardiff Park Advisors
California
$428K
EAM
14
Evanson Asset Management
California
$324K
FFA
15
Farther Finance Advisors
California
$293K +$39.3K +732 +16%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$285K +$272K +5,057 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$223K -$492K -9,150 -70%
AP
18
Atwood & Palmer
Missouri
$96.2K
GRP
19
Global Retirement Partners
California
$35.7K +$34.1K +634 New
Osaic Holdings
20
Osaic Holdings
Arizona
$29.4K +$28K +522 New
UBS Group
21
UBS Group
Switzerland
$12.5K +$11.9K +222 New
Citadel Advisors
22
Citadel Advisors
Florida
-$780K -15,062 Closed

AVDS Hedge Fund Activity: Q3 2024 in Review

22 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Equity ETF (AVDS) for Q3 2024, worth a combined $35.9M — up 161% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVDS positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $15.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $780K sold.

  • 22 institutional investors held Avantis International Small Cap Equity ETF (AVDS) as of Q3 2024, up from 16 in Q2 2024.
  • Funds reported $35.9M of Avantis International Small Cap Equity ETF stock for Q3 2024, up 161% quarter-over-quarter.
  • 7 funds opened new Avantis International Small Cap Equity ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest Avantis International Small Cap Equity ETF buyer in Q3 2024 was Freedom Investment Management, an estimated $15.6M added.
  • The largest Avantis International Small Cap Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $780K sold.

Based on aggregated 13F filings for Q3 2024.