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Avantis International Small Cap Equity ETF

26 hedge funds and large institutions have $38.4M invested in Avantis International Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

18% more funds holding

Funds holding: 2226 (+4)

7% more capital invested

Capital invested by funds: $35.9M → $38.4M (+$2.51M)

3.65% more ownership

Funds ownership: 88.35%92% (+3.7%)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$14M -$1.1M -20,612 -7%
American Century Companies
2
American Century Companies
Missouri
$4.52M +$351K +6,542 +8%
Citadel Advisors
3
Citadel Advisors
Florida
$3.98M +$4.11M +76,766 New
AWM
4
Ariadne Wealth Management
California
$2.75M +$434K +8,091 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.71M -$35.3K -659 -1%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.64M +$43.6K +813 +3%
KLI
7
Kelman-Lazarov Inc
Tennessee
$1.59M +$533K +9,946 +48%
Jane Street
8
Jane Street
New York
$1.3M +$75K +1,400 +6%
DFS
9
Dixon Fnancial Services
California
$754K
PL
10
Plancorp LLC
Missouri
$667K
HCP
11
Hardin Capital Partners
South Carolina
$651K +$54.1K +1,009 +11%
WRPWM
12
Werba Rubin Papier Wealth Management
California
$556K +$22.3K +416 +4%
HP
13
Haven Private
Florida
$399K +$412K +7,689 New
FFA
14
Farther Finance Advisors
California
$368K +$102K +1,903 +37%
CPA
15
Cardiff Park Advisors
California
$365K -$29.2K -545 -7%
CCM
16
Colorado Capital Management
Colorado
$345K +$357K +6,658 New
LWM
17
Lionshead Wealth Management
New York
$343K +$354K +6,610 New
EAM
18
Evanson Asset Management
California
$334K +$36.8K +686 +12%
LG
19
LAM Group
Oregon
$301K -$564K -10,520 -64%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$290K +$28.3K +529 +10%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$205K -$161 -3 -0.1%
EPW
22
Endeavor Private Wealth
Kansas
$190K +$197K +3,668 New
AP
23
Atwood & Palmer
Missouri
$88.4K
GRP
24
Global Retirement Partners
California
$29K -$3.96K -74 -12%
AF
25
Allworth Financial
California
$17.6K +$17.9K +334 New

AVDS Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Equity ETF (AVDS) for Q4 2024, worth a combined $38.4M — up 7% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AVDS positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.11M. The largest seller was Freedom Investment Management, cutting an estimated $1.1M.

  • 26 institutional investors held Avantis International Small Cap Equity ETF (AVDS) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $38.4M of Avantis International Small Cap Equity ETF stock for Q4 2024, up 7% quarter-over-quarter.
  • 6 funds opened new Avantis International Small Cap Equity ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Avantis International Small Cap Equity ETF buyer in Q4 2024 was Citadel Advisors, an estimated $4.11M added.
  • The largest Avantis International Small Cap Equity ETF seller in Q4 2024 was Freedom Investment Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2024.