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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 %
PAM
251
Palisade Asset Management
Minnesota
$319K – – –
IFA
252
Index Fund Advisors
California
$312K +$31.7K +481 +11%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$310K +$155K +2,355 +100%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$308K -$51.2K -777 -14%
RSWM
255
Robertson Stephens Wealth Management
California
$303K -$816K -12,389 -73%
P
256
&Partners
Tennessee
$291K +$291K +4,486 New
AWM
257
Accel Wealth Management
Iowa
$287K – – –
RWM
258
Rockwood Wealth Management
Pennsylvania
$286K – – –
PSP
259
Pacific Sage Partners
Washington
$286K +$286K +4,339 New
IFS
260
Intelligent Financial Strategies
Minnesota
$281K -$129K -1,954 -31%
SWM
261
Seaside Wealth Management
California
$280K – – –
TA
262
TFB Advisors
Kansas
$280K -$12.9K -200 -4%
SRC
263
Sage Rhino Capital
California
$280K – – –
BWP
264
Balboa Wealth Partners
Arizona
$275K – – –
AWS
265
Atria Wealth Solutions
New York
$273K -$64.7K -983 -19%
BTI
266
Blue Trust Inc
Georgia
$272K -$2.77K -42 -1%
IFS
267
Ifrah Financial Services
Arkansas
$271K +$271K +4,120 New
APG
268
Abacus Planning Group
South Carolina
$271K – – –
FFM
269
Forum Financial Management
Illinois
$271K +$37.4K +568 +16%
NL
270
NWAM LLC
Washington
$270K -$1.27M -19,171 -82%
BWA
271
Bordeaux Wealth Advisors
California
$263K -$32.9K -500 -11%
BEAM
272
Baker Ellis Asset Management
Washington
$263K +$19.8K +300 +8%
Financial Engines Advisors
273
Financial Engines Advisors
California
$259K +$259K +3,926 New
LPP
274
Life Planning Partners
Florida
$256K -$12.2K -185 -5%
GWM
275
Geneos Wealth Management
Colorado
$247K -$13.4K -203 -5%
9 10
11
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