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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
2
BSW
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
Creative Planning
Kansas
$321M
4
SC
Savant Capital
Illinois
$424M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$490K
2
HTC
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
LPL Financial
California
$13.5M
4
LFG
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Accel Wealth Management
Iowa
$273K -$15.2K -243 -5%
RWM
252
Rockwood Wealth Management
Pennsylvania
$271K – – –
IFA
253
Index Fund Advisors
California
$266K +$33.1K +529 +14%
SWM
254
Seaside Wealth Management
California
$266K +$39K +624 +17%
SRC
255
Sage Rhino Capital
California
$266K -$93.7K -1,500 -26%
BWP
256
Balboa Wealth Partners
Arizona
$261K -$56.9K -911 -18%
APG
257
Abacus Planning Group
South Carolina
$257K +$257K +4,109 New
LPP
258
Life Planning Partners
Florida
$254K +$254K +4,070 New
PWM
259
Perigon Wealth Management
California
$253K +$30.7K +491 +14%
GWM
260
Geneos Wealth Management
Colorado
$247K -$42.3K -677 -15%
CJFS
261
Coulter & Justus Financial Services
Tennessee
$243K +$243K +3,886 New
BTI
262
Blue Trust Inc
Georgia
$241K – – –
RFP
263
Root Financial Partners
California
$240K -$5.56K -89 -2%
OWA
264
Octavia Wealth Advisors
Ohio
$238K +$238K +3,814 New
BEAM
265
Baker Ellis Asset Management
Washington
$231K +$231K +3,700 New
AW
266
Atlas Wealth
Ohio
$230K – – –
PS
267
Principal Securities
Iowa
$224K +$224K +3,583 New
LWM
268
Liberty Wealth Management
California
$222K +$3.18K +51 +1%
FFM
269
Forum Financial Management
Illinois
$221K -$21.2K -339 -9%
AA
270
Ancora Advisors
Ohio
$216K +$41.2K +660 +24%
SWM
271
Selective Wealth Management
Virginia
$214K +$214K +3,478 New
HI
272
Harbour Investments
Wisconsin
$197K +$11.4K +182 +6%
HCM
273
Hollencrest Capital Management
California
$149K – – –
Comerica Bank
274
Comerica Bank
Texas
$148K -$187 -3 -0.1%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$147K – – –
9 10
11
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