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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

55 hedge funds and large institutions have $362M invested in Avantis International Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
29
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$7.84M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.89M
4
LPL Financial
LPL Financial
California
+$2.47M
5
TWA
TCI Wealth Advisors
Arizona
+$2.21M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.91M
2
SP
Symmetry Partners
Connecticut
-$626K
3
UA
Unison Advisors
District of Columbia
-$559K
4
MAM
Marquette Asset Management
Minnesota
-$468K
5
EAM
Evanson Asset Management
California
-$386K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.49M +$1.49M +23,976 New
Goldman Sachs
27
Goldman Sachs
New York
$1.49M +$1.49M +23,880 New
PFA
28
Pure Financial Advisors
California
$1.31M +$537K +8,627 +69%
Citadel Advisors
29
Citadel Advisors
Florida
$1.13M +$234K +3,763 +26%
TI
30
Truepoint Inc
Ohio
$1.1M +$80.9K +1,300 +8%
NWM
31
Northwest Wealth Management
Iowa
$991K +$509K +8,179 +105%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$970K +$118K +1,901 +14%
SDWIA
33
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$916K +$916K +14,725 New
WA
34
Wealth Architects
California
$774K +$201K +3,224 +35%
GCA
35
Gradient Capital Advisors
California
$740K +$412K +6,624 +126%
SRC
36
Sage Rhino Capital
California
$724K +$212K +3,408 +41%
GTAM
37
Global Trust Asset Management
Florida
$592K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$586K +$586K +9,425 New
Morgan Stanley
39
Morgan Stanley
New York
$575K +$575K +9,248 New
CPIG
40
Chicago Partners Investment Group
Illinois
$542K +$65.1K +993 +14%
Osaic Holdings
41
Osaic Holdings
Arizona
$528K +$512K +8,226 +3,176%
CPWM
42
Cardinal Point Wealth Management
California
$479K +$29.5K +475 +7%
FIA
43
Foundations Investment Advisors
Arizona
$438K +$438K +6,863 New
CW
44
CreativeOne Wealth
Kansas
$296K – – –
TIM
45
Tortoise Investment Management
New York
$287K +$13.1K +210 +5%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$258K – – –
T
47
TRUADVICE
Florida
$254K +$254K +3,868 New
WP
48
WMS Partners
Maryland
$250K +$250K +4,027 New
SPC
49
Sigma Planning Corp
Michigan
$209K +$209K +3,362 New
PWM
50
Perigon Wealth Management
California
$205K – – –
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2
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