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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

328 hedge funds and large institutions have $4.72B invested in Avantis International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 192 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
4.77%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.68%
New
27
Increased
192
Reduced
75
Closed
26
Calls
$6K
Puts
$32K
Net Calls
-$26K
Net Calls Change
-$98K

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$57.2M
2
SC
Savant Capital
Illinois
+$43.2M
3
AI
Accredited Investors
Minnesota
+$32.2M
4
FG
Foster Group
Iowa
+$31.9M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$28.6M

Top Sellers

1
UA
Unison Advisors
District of Columbia
-$36.7M
2
AAS
Annex Advisory Services
Wisconsin
-$36.6M
3
LFG
Larson Financial Group
Missouri
-$27.1M
4
OMC
Old Mission Capital
Illinois
-$25.7M
5
SSW
Stone Summit Wealth
Florida
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
Ancora Advisors
Ohio
$239K +$14.6K +225 +7%
LWM
277
Liberty Wealth Management
California
$235K +$4.15K +64 +2%
BWP
278
Balboa Wealth Partners
Arizona
$227K -$44.6K -686 -16%
HI
279
Harbour Investments
Wisconsin
$224K +$25.7K +396 +13%
GA
280
Greenspring Advisors
Maryland
$217K +$217K +3,345 New
CTWM
281
Cherry Tree Wealth Management
Minnesota
$214K +$43.4K +668 +25%
DFC
282
DBK Financial Counsel
Ohio
$208K – – –
TCM
283
TruNorth Capital Management
Michigan
$183K – – –
HCM
284
Hollencrest Capital Management
California
$164K – – –
GWM
285
Geneos Wealth Management
Colorado
$163K -$80K -1,231 -33%
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$159K -$156K -2,333 -50%
Comerica Bank
287
Comerica Bank
Texas
$159K +$2.4K +37 +2%
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$152K -$9.03K -139 -6%
KSWA
289
Kathleen S. Wright Associates
Pennsylvania
$147K +$147K +2,260 New
RDFA
290
Ritter Daniher Financial Advisory
Ohio
$118K – – –
LI
291
LRI Investments
Florida
$107K – – –
PFBT
292
Parkside Financial Bank & Trust
Missouri
$103K +$3.12K +48 +3%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$72.7K +$22.9K +353 +46%
NRG
294
Nemes Rush Group
Michigan
$69.8K +$28.6K +440 +69%
Bessemer Group
295
Bessemer Group
New Jersey
$55K +$8.42K +130 +18%
BBHC
296
Brown Brothers Harriman & Co
New York
$52.6K +$27.6K +425 +110%
MG
297
Mather Group
Illinois
$51.1K +$3.69K +56 +8%
CFGS
298
Concourse Financial Group Securities
Alabama
$49.7K – – –
GWSG
299
GPS Wealth Strategies Group
Colorado
$48.4K +$584 +9 +1%
CAM
300
Creekmur Asset Management
Illinois
$47.7K +$47.7K +735 New
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