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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 %
CAM
326
Cresset Asset Management
Illinois
$278K -$2.8M -42,996 -91%
IWA
327
Integrity Wealth Advisors
California
$276K +$276K +4,244 New
SWM
328
Shakespeare Wealth Management
Wisconsin
$274K +$274K +4,207 New
LFS
329
Lutz Financial Services
Nebraska
$272K +$272K +4,174 New
BWA
330
Bordeaux Wealth Advisors
California
$260K – – –
IWC
331
Integrated Wealth Concepts
Massachusetts
$255K +$255K +3,918 New
LPP
332
Life Planning Partners
Florida
$253K – – –
FS
333
Financial Symmetry
North Carolina
$251K +$251K +3,852 New
CTWM
334
Cherry Tree Wealth Management
Minnesota
$249K +$34.8K +535 +16%
LWM
335
Liberty Wealth Management
California
$242K +$5.92K +91 +3%
AA
336
Ancora Advisors
Ohio
$240K – – –
AIC
337
Allodium Investment Consultants
Minnesota
$235K +$235K +3,603 New
Ameriprise
338
Ameriprise
Minnesota
$232K +$47.5K +730 +26%
JIR
339
James Investment Research
Ohio
$231K +$231K +3,547 New
CCC
340
Compass Capital Corp
Massachusetts
$230K +$230K +3,464 New
AW
341
Atlas Wealth
Ohio
$227K – – –
LWM
342
LJI Wealth Management
Indiana
$227K +$1.24K +19 +0.5%
NW
343
NewEdge Wealth
Pennsylvania
$225K +$225K +3,454 New
HI
344
Harbour Investments
Wisconsin
$224K -$28.4K -437 -11%
CAM
345
Clark Asset Management
New Hampshire
$217K +$217K +3,331 New
E
346
EntreWealth
Texas
$211K +$211K +2,992 New
KP
347
Keel Point
Alabama
$209K +$1.24K +19 +0.6%
DFC
348
DBK Financial Counsel
Ohio
$208K – – –
AWM
349
Able Wealth Management
New Jersey
$205K -$97.7K -1,501 -32%
D.E. Shaw & Co
350
D.E. Shaw & Co
New York
$201K – – –
12 13
14
15 16