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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

330 hedge funds and large institutions have $4.5B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
4.78%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
39
Increased
175
Reduced
75
Closed
19
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$3K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$50.2M
2
SC
Savant Capital
Illinois
+$35.7M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35M
4
EF
Empowered Funds
Pennsylvania
+$28.7M
5
Creative Planning
Creative Planning
Kansas
+$28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$17.7M
2
CCM
Carlson Capital Management
Minnesota
-$17.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.2M
4
Jane Street
Jane Street
New York
-$11.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$603K – – –
AWM
227
Austin Wealth Management
Texas
$541K +$104K +1,547 +24%
CAN
228
Cetera Advisor Networks
California
$532K +$89.2K +1,355 +20%
SC
229
Seldon Capital
California
$527K – – –
IAA
230
Independent Advisor Alliance
North Carolina
$524K +$524K +7,959 New
PCMC
231
Paragon Capital Management (Colorado)
Colorado
$484K +$51.4K +781 +12%
BPA
232
Beacon Pointe Advisors
California
$484K -$6.06K -92 -1%
KP
233
Keel Point
Alabama
$462K – – –
Prudential Financial
234
Prudential Financial
New Jersey
$455K +$39.9K +606 +10%
TVM
235
True Vision MN
Minnesota
$441K -$268K -4,137 -38%
TP
236
Tranquility Partners
Tennessee
$434K -$9.88K -150 -2%
SWM
237
Selective Wealth Management
Virginia
$432K +$204K +3,100 +89%
BJL
238
Brighton Jones LLC
Washington
$416K +$4.68K +71 +1%
NFG
239
Nations Financial Group
Iowa
$408K – – –
AWM
240
Able Wealth Management
New Jersey
$402K -$165K -2,511 -29%
CL
241
CSS LLC
Illinois
$402K +$402K +6,100 New
WWP
242
WR Wealth Planners
Missouri
$402K -$4.32M -65,522 -91%
BDWCC
243
B&D White Capital Company
Texas
$395K -$11.7K -177 -3%
MGIA
244
Moneta Group Investment Advisors
Missouri
$393K -$38.5K -584 -9%
CBFP
245
Cedar Brook Financial Partners
Ohio
$338K -$2.31K -35 -0.7%
AFS
246
Annapolis Financial Services
Maryland
$334K -$1.57M -23,829 -82%
EF
247
Empirical Finance
Pennsylvania
$329K – – –
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$328K – – –
SAI
249
Savvy Advisors Inc
New York
$323K -$7.44K -113 -2%
MGW
250
MB Generational Wealth
Washington
$322K +$5.47K +83 +2%
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