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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 %
AWM
351
Avior Wealth Management
Nebraska
$261K +$261K +3,749 New
IWA
352
Integrity Wealth Advisors
California
$261K -$34.9K -500 -12%
LWM
353
Liberty Wealth Management
California
$259K – – –
AA
354
Ancora Advisors
Ohio
$257K – – –
E
355
EntreWealth
Texas
$250K +$41.8K +599 +20%
IFA
356
Index Fund Advisors
California
$243K -$133K -1,902 -35%
AW
357
Atlas Wealth
Ohio
$243K – – –
CCC
358
Compass Capital Corp
Massachusetts
$241K – – –
MGW
359
MB Generational Wealth
Washington
$228K +$228K +3,270 New
GWM
360
Geneos Wealth Management
Colorado
$224K +$126K +1,811 +130%
DFC
361
DBK Financial Counsel
Ohio
$223K – – –
MA
362
Mutual Advisors
Nebraska
$222K +$222K +3,093 New
RSWM
363
Robertson Stephens Wealth Management
California
$219K +$219K +3,139 New
KP
364
Keel Point
Alabama
$218K -$6.56K -94 -3%
AIC
365
Allodium Investment Consultants
Minnesota
$217K -$34K -487 -14%
LWM
366
LongView Wealth Management
Georgia
$216K +$216K +3,099 New
PFS
367
Prospera Financial Services
Texas
$213K +$213K +3,060 New
RW
368
RVW Wealth
California
$212K -$446K -6,399 -68%
SRC
369
Sage Rhino Capital
California
$211K +$211K +3,026 New
NRG
370
Nemes Rush Group
Michigan
$209K +$51K +731 +32%
APG
371
Abacus Planning Group
South Carolina
$207K +$207K +2,969 New
MWM
372
Meritas Wealth Management
California
$202K +$202K +2,896 New
TCM
373
TruNorth Capital Management
Michigan
$196K – – –
HI
374
Harbour Investments
Wisconsin
$195K -$44.2K -634 -18%
JPMorgan Chase & Co
375
JPMorgan Chase & Co
New York
$178K -$265K -3,805 -60%
13 14
15
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