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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

360 hedge funds and large institutions have $5.41B invested in Avantis International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+33
Holders Change %
+10.09%
% of All Funds
5.21%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.65%
New
47
Increased
175
Reduced
81
Closed
13
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$12K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$203M
2
SC
Savant Capital
Illinois
$631M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.21B
4
Creative Planning
Creative Planning
Kansas
$448M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$178M

Top Sellers

1
SP
Symmetry Partners
Connecticut
$1.47M
2
PA
Paragon Advisors
Texas
$235K
3
GA
Goldstein Advisors
Wisconsin
$405K
4
MWM
Merriman Wealth Management
Washington
$1.98M
5
Citadel Advisors
Citadel Advisors
Florida
$953K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
276
Intelligent Financial Strategies
Minnesota
$302K – – –
SRC
277
Sage Rhino Capital
California
$301K – – –
LSA
278
Lion Street Advisors
Texas
$298K +$298K +4,214 New
DFA
279
DHK Financial Advisors
New Hampshire
$296K – – –
APG
280
Abacus Planning Group
South Carolina
$290K – – –
PFS
281
Prospera Financial Services
Texas
$289K +$4.1K +58 +1%
BWA
282
Bordeaux Wealth Advisors
California
$283K – – –
NCM
283
NCM Capital Management
New Jersey
$280K +$280K +3,955 New
SWM
284
Seaside Wealth Management
California
$277K – – –
MW
285
Maia Wealth
Colorado
$275K +$275K +4,065 New
LPP
286
Life Planning Partners
Florida
$275K – – –
HI
287
Harbour Investments
Wisconsin
$274K +$30.4K +430 +12%
BTI
288
Blue Trust Inc
Georgia
$268K – – –
EWA
289
Etesian Wealth Advisors
Oregon
$262K -$740K -10,473 -74%
AA
290
Ancora Advisors
Ohio
$260K – – –
LWM
291
Liberty Wealth Management
California
$256K – – –
BWP
292
Balboa Wealth Partners
Arizona
$255K +$7.92K +112 +3%
AW
293
Atlas Wealth
Ohio
$246K -$246K -3,486 -50%
LWM
294
LJI Wealth Management
Indiana
$245K +$245K +3,463 New
PA
295
Paragon Advisors
Texas
$235K -$8.01M -113,313 -97%
CTWM
296
Cherry Tree Wealth Management
Minnesota
$233K – – –
KP
297
Keel Point
Alabama
$226K -$272K -3,852 -55%
DFC
298
DBK Financial Counsel
Ohio
$226K – – –
P
299
&Partners
Tennessee
$225K -$62.2K -880 -22%
D.E. Shaw & Co
300
D.E. Shaw & Co
New York
$218K +$218K +3,085 New
10 11
12
13 14