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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 %
AWM
301
Angeles Wealth Management
California
$25.6K +$25.6K +388 New
BBHC
302
Brown Brothers Harriman & Co
New York
$25.4K +$25.4K +385 New
FPF
303
First Pacific Financial
Washington
$22.8K -$22.9K -347 -50%
PMFA
304
Plante Moran Financial Advisors
Michigan
$20.9K +$20.9K +317 New
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8K +$18.8K +285 New
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$14.3K +$14.3K +217 New
SPIA
307
Steward Partners Investment Advisory
New York
$14K – – –
CIAS
308
Capital Investment Advisory Services
North Carolina
$13.5K +$13.5K +205 New
SIC
309
Salem Investment Counselors
North Carolina
$12.3K +$12.3K +187 New
HNB
310
Huntington National Bank
Ohio
$9.95K – – –
FHA
311
First Horizon Advisors
Tennessee
$9.15K -$1.52K -23 -14%
SFA
312
Semmax Financial Advisors
North Carolina
$7.28K +$7.28K +109 New
FWP
313
FAS Wealth Partners
Kansas
$7.25K +$7.25K +110 New
Fidelity Investments
314
Fidelity Investments
Massachusetts
$7.18K – – –
AGWCA
315
Annis Gardner Whiting Capital Advisors
Florida
$7.11K – – –
HFS
316
Hantz Financial Services
Michigan
$7K +$3.91K +62 +127%
RCM
317
Robinson Capital Management
Michigan
$6.53K – – –
CJH
318
Christopher J. Hasenberg
Wisconsin
$6.06K +$6.06K +92 New
JWA
319
JFS Wealth Advisors
Pennsylvania
$5.86K +$5.86K +89 New
NP
320
NorthRock Partners
Minnesota
$4.41K -$2.96K -45 -40%
PP
321
Pacifica Partners
Canada
$4.16K – – –
GRP
322
Global Retirement Partners
California
$3.88K – – –
PB
323
Pinnacle Bancorp
Nebraska
$3.03K +$66 +1 +2%
VNA
324
Valley National Advisers
Pennsylvania
$3K – – –
CJ
325
Caitlin John
Michigan
$2.31K +$2.04K +31 +775%
10 11 12
13
14