AVDV icon

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 %
TWP
326
Triad Wealth Partners
Kansas
$2.01K +$2.01K +31 New
AA
327
Addison Advisors
Vermont
$556 +$62 +1 +13%
Citigroup
328
Citigroup
New York
$130 +$130 +2 New
SSW
329
Stone Summit Wealth
Florida
– -$3.68M -55,931 Closed
BOC
330
Bull Oak Capital
California
– -$3.07M -46,641 Closed
NEI
331
Northwest & Ethical Investments
Ontario, Canada
– -$2.83M -42,900 Closed
FTUS
332
Flow Traders U.S.
New York
– -$2.44M -37,085 Closed
SWM
333
Soundmark Wealth Management
Washington
– -$1.25M -19,012 Closed
FIC
334
Family Investment Center
Missouri
– -$949K -14,410 Closed
CBFP
335
Cedar Brook Financial Partners
Ohio
– -$338K -5,134 Closed
RSWM
336
Robertson Stephens Wealth Management
California
– -$303K -4,595 Closed
AWM
337
Accel Wealth Management
Iowa
– -$287K -4,362 Closed
AWS
338
Atria Wealth Solutions
New York
– -$273K -4,147 Closed
FFM
339
Forum Financial Management
Illinois
– -$271K -4,109 Closed
NL
340
NWAM LLC
Washington
– -$270K -4,093 Closed
NCM
341
NCM Capital Management
New Jersey
– -$229K -3,471 Closed
MFIM
342
Mesirow Financial Investment Management
Illinois
– -$209K -3,167 Closed
Qube Research & Technologies (QRT)
343
Qube Research & Technologies (QRT)
United Kingdom
– -$29.5K -448 Closed
AWM
344
Angeles Wealth Management
California
– -$25.6K -388 Closed
PMFA
345
Plante Moran Financial Advisors
Michigan
– -$20.9K -317 Closed
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$18.8K -285 Closed
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
– -$14.3K -217 Closed
CIAS
348
Capital Investment Advisory Services
North Carolina
– -$13.5K -205 Closed
FWP
349
FAS Wealth Partners
Kansas
– -$7.25K -110 Closed
SFA
350
Semmax Financial Advisors
North Carolina
– -$7.28K -109 Closed
11 12 13
14
15