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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$966K +$966K +14,850 New
SAI
252
Savvy Advisors Inc
New York
$966K -$65.5K -1,007 -6%
SPC
253
Sigma Planning Corp
Michigan
$924K -$621K -9,535 -40%
CCMG
254
Clark Capital Management Group
Pennsylvania
$900K -$27.7K -426 -3%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$888K -$47.2K -726 -5%
OCM
256
Orion Capital Management
California
$863K +$26.6K +409 +3%
FWM
257
FMB Wealth Management
California
$858K – – –
S
258
Sunpointe
Missouri
$857K +$857K +13,163 New
NWM
259
Navigoe Wealth Management
California
$846K +$846K +13,009 New
CPL
260
CAP Partners LLC
Tennessee
$838K -$16.3K -251 -2%
ADL
261
Asset Dedication LLC
California
$837K -$50.8K -781 -6%
NL
262
NWAM LLC
Washington
$831K +$7.61K +117 +0.9%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$823K +$8.53K +131 +1%
AWM
264
Austin Wealth Management
Texas
$801K +$97.2K +1,497 +14%
CAG
265
Curtis Advisory Group
California
$765K +$5.21K +80 +0.7%
CC
266
Courier Capital
New York
$750K +$750K +11,526 New
MWM
267
Modern Wealth Management
Kansas
$736K -$4.56K -70 -0.6%
CAC
268
Certified Advisory Corp
Florida
$700K -$2.93K -45 -0.4%
LFA
269
Level Financial Advisors
New York
$692K +$50.6K +778 +8%
PAM
270
Pacific Asset Management
Washington
$689K +$689K +10,592 New
TC
271
TownSquare Capital
Utah
$667K +$667K +10,245 New
Brown Advisory
272
Brown Advisory
Maryland
$641K +$48.7K +749 +8%
FTS
273
Fifth Third Securities
Ohio
$639K +$639K +9,824 New
IAA
274
Independent Advisor Alliance
North Carolina
$630K +$42.7K +656 +7%
SAW
275
Signal Advisors Wealth
Michigan
$619K +$1.56K +24 +0.3%
9 10
11
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