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Avantis International Small Cap Value ETF

440 hedge funds and large institutions have $6.26B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 224 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $21K | Put options by funds: $7K

98% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 113

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $5.1B → $6.26B (+$1.16B)

15% more funds holding in top 10

Funds holding in top 10: 6069 (+9)

5% more funds holding

Funds holding: 418440 (+22)

1.97% more ownership

Funds ownership: 80.49%82.45% (+2%)

Holders
440
Holders Change
+22
Holders Change %
+5.26%
% of All Funds
5.9%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
0.93%
New
54
Increased
224
Reduced
113
Closed
29
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Dogwood Wealth Management
Kansas
$1.66M -$61.6K -907 -4%
Financial Engines Advisors
227
Financial Engines Advisors
California
$1.64M -$502K -7,396 -24%
PWM
228
Parkworth Wealth Management
California
$1.62M -$16.1K -237 -1%
Citadel Advisors
229
Citadel Advisors
Florida
$1.58M -$39.5M -581,394 -96%
KAS
230
Kestra Advisory Services
Texas
$1.58M -$287K -4,221 -16%
PTC
231
Philadelphia Trust Company
Pennsylvania
$1.56M
THL
232
Tillman Hartley LLC
Colorado
$1.55M +$97K +1,428 +7%
LA
233
LexAurum Advisors
Kansas
$1.53M +$194K +2,862 +15%
AWP
234
Astra Wealth Partners
New Jersey
$1.52M +$8.49K +125 +0.6%
SIM
235
Synergy Investment Management
Florida
$1.51M -$1.4M -20,562 -49%
CWMA
236
Capstone Wealth Management (Alabama)
Alabama
$1.5M +$92.1K +1,356 +7%
CCM
237
Coldstream Capital Management
Washington
$1.49M
IWP
238
Insight Wealth Partners
Texas
$1.46M -$16.8K -247 -1%
AWM
239
Ariadne Wealth Management
California
$1.45M +$5.09K +75 +0.4%
SWM
240
Seed Wealth Management
Illinois
$1.43M +$54.3K +800 +4%
CCMG
241
Clark Capital Management Group
Pennsylvania
$1.42M +$448K +6,592 +48%
EAM
242
Evanson Asset Management
California
$1.4M -$215K -3,164 -14%
LI
243
LRI Investments
Florida
$1.35M +$1.2M +17,681 +1,072%
DWM
244
Diversify Wealth Management
Utah
$1.35M +$127K +1,875 +11%
TVM
245
True Vision MN
Minnesota
$1.33M +$981K +14,440 +307%
PCM
246
Passive Capital Management
Maryland
$1.32M
VWM
247
Verus Wealth Management
Wisconsin
$1.32M +$30.6K +450 +2%
FFA
248
Farther Finance Advisors
California
$1.27M +$43.9K +647 +4%
NWM
249
Navigoe Wealth Management
California
$1.27M +$358K +5,271 +41%
CA
250
Clune & Associates
Illinois
$1.26M +$58.3K +858 +5%

AVDV Hedge Fund Activity: Q1 2025 in Review

440 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q1 2025, worth a combined $6.26B — up 23% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVDV positions and 29 closed out — a net gain of 25 holders — while 224 added to existing stakes and 113 trimmed.

The largest buyer was Creative Planning, adding an estimated $328M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $77.5M.

  • 440 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q1 2025, up from 418 in Q4 2024.
  • Funds reported $6.26B of Avantis International Small Cap Value ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 54 funds opened new Avantis International Small Cap Value ETF positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q1 2025 was Creative Planning, an estimated $328M added.
  • The largest Avantis International Small Cap Value ETF seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2025.