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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

437 hedge funds and large institutions have $6.21B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+22
Holders Change %
+5.3%
% of All Funds
5.94%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
54
Increased
221
Reduced
113
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$336M
2
MWM
Modera Wealth Management
New Jersey
+$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$81.7M
4
SC
Savant Capital
Illinois
+$59.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$40.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$386M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$79.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
4
PAS
Park Avenue Securities
New York
-$28.2M
5
TC
Trilogy Capital
California
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
326
Pacific Sage Partners
Washington
$361K +$45.6K +654 +14%
CFGA
327
Cambridge Financial Group (Arizona)
Arizona
$350K – – –
Fisher Asset Management
328
Fisher Asset Management
Washington
$350K +$350K +5,016 New
EF
329
Empirical Finance
Pennsylvania
$348K – – –
GTAM
330
Global Trust Asset Management
Florida
$343K -$1.1M -15,841 -76%
JWM
331
JDH Wealth Management
California
$343K +$1.05K +15 +0.3%
FF
332
Financial Futures
New Jersey
$338K +$338K +4,844 New
PAM
333
Palisade Asset Management
Minnesota
$338K – – –
RWM
334
Rockwood Wealth Management
Pennsylvania
$327K +$24.3K +349 +8%
MWML
335
M Wealth Management LLC
California
$325K -$184K -2,633 -36%
LSA
336
Lion Street Advisors
Texas
$311K +$3.28K +47 +1%
EH
337
Equitable Holdings
New York
$306K +$306K +4,383 New
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$302K -$1.88K -27 -0.6%
IWC
339
Integrated Wealth Concepts
Massachusetts
$301K +$28K +402 +10%
DFA
340
DHK Financial Advisors
New Hampshire
$300K – – –
IFS
341
Intelligent Financial Strategies
Minnesota
$298K – – –
FS
342
Financial Symmetry
North Carolina
$296K +$27.3K +391 +10%
JIR
343
James Investment Research
Ohio
$293K +$46.1K +661 +19%
LFS
344
Lutz Financial Services
Nebraska
$291K – – –
BTI
345
Blue Trust Inc
Georgia
$284K -$15.7K -225 -5%
BWA
346
Bordeaux Wealth Advisors
California
$279K – – –
TA
347
TFB Advisors
Kansas
$278K -$28.5K -409 -9%
LPP
348
Life Planning Partners
Florida
$271K – – –
CTWM
349
Cherry Tree Wealth Management
Minnesota
$267K – – –
LWM
350
LJI Wealth Management
Indiana
$263K +$20.6K +296 +9%
12 13
14
15 16