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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 %
CL
301
CSS LLC
Illinois
$397K – – –
PF
302
Prosperitas Financial
California
$380K -$4.95K -76 -1%
WWP
303
WR Wealth Planners
Missouri
$353K -$38.2K -587 -10%
MW
304
Maia Wealth
Colorado
$352K +$82.8K +1,251 +31%
IFA
305
Index Fund Advisors
California
$351K +$8.59K +132 +3%
SF
306
SageOak Financial
Oklahoma
$347K +$347K +5,327 New
PFBT
307
Parkside Financial Bank & Trust
Missouri
$341K +$237K +3,646 +230%
CFGA
308
Cambridge Financial Group (Arizona)
Arizona
$327K +$2.02K +31 +0.6%
EF
309
Empirical Finance
Pennsylvania
$325K – – –
JWM
310
JDH Wealth Management
California
$319K +$319K +4,900 New
PAM
311
Palisade Asset Management
Minnesota
$315K – – –
CA
312
CoreCap Advisors
Michigan
$313K +$276K +4,244 +758%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$312K -$2.56M -39,329 -89%
TVM
314
True Vision MN
Minnesota
$306K -$14.4K -221 -4%
NCM
315
NCM Capital Management
New Jersey
$302K +$44.8K +688 +17%
BEAM
316
Baker Ellis Asset Management
Washington
$296K -$95.7K -1,470 -24%
PSP
317
Pacific Sage Partners
Washington
$294K +$10.2K +156 +4%
LSA
318
Lion Street Advisors
Texas
$287K +$12.8K +196 +5%
TA
319
TFB Advisors
Kansas
$286K – – –
KIM
320
Kestra Investment Management
Texas
$285K +$285K +4,383 New
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$283K +$177K +2,713 +165%
RWM
322
Rockwood Wealth Management
Pennsylvania
$281K – – –
DFA
323
DHK Financial Advisors
New Hampshire
$280K +$6.77K +104 +2%
BTI
324
Blue Trust Inc
Georgia
$280K +$10.7K +164 +4%
IFS
325
Intelligent Financial Strategies
Minnesota
$278K – – –
11 12
13
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