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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

117 hedge funds and large institutions have $879M invested in Avantis International Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+30
Holders Change %
+34.48%
% of All Funds
1.81%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
43
Increased
53
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
2
Creative Planning
Creative Planning
Kansas
$52.5M
3
SC
Savant Capital
Illinois
$198M
4
UA
Unison Advisors
District of Columbia
$61M
5
MFT
Moisand Fitzgerald Tamayo
Florida
$13.7M

Top Sellers

1
SWM
Soundmark Wealth Management
Washington
$2.36M
2
LPL Financial
LPL Financial
California
$8.13M
3
American Century Companies
American Century Companies
Missouri
$20.9M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
BDWCC
B&D White Capital Company
Texas
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
26
Apeiron RIA
Texas
$5.78M +$5.78M +89,607 New
PP
27
Prosperity Planning
Missouri
$4.92M +$622K +9,635 +14%
CA
28
Continuum Advisory
Idaho
$4.62M +$70.2K +1,087 +2%
MAA
29
Mraz Amerine & Associates
California
$4.59M +$413K +6,400 +10%
Goldman Sachs
30
Goldman Sachs
New York
$4.56M +$3.01M +46,574 +194%
WFA
31
Websterrogers Financial Advisors
South Carolina
$4.53M -$119K -1,837 -3%
EWA
32
EP Wealth Advisors
California
$4.45M +$4.45M +68,903 New
OPWM
33
Oakwell Private Wealth Management
Texas
$4.25M +$310K +4,800 +8%
WA
34
Wealth Architects
California
$4.17M +$2.34M +36,199 +128%
CPP
35
Capasso Planning Partners
South Carolina
$3.56M +$3.56M +55,166 New
BDWCC
36
B&D White Capital Company
Texas
$3.05M -$1.77M -27,489 -37%
VCM
37
Versant Capital Management
Arizona
$3M +$20.1K +311 +0.7%
NWM
38
Northwest Wealth Management
Iowa
$2.79M +$824K +12,764 +42%
HIGP
39
Hill Investment Group Partners
Missouri
$2.75M +$1.79M +27,709 +185%
CFO
40
Collective Family Office
Pennsylvania
$2.75M +$2.75M +42,603 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.5M +$865K +13,405 +53%
SWM
42
Soundmark Wealth Management
Washington
$2.36M -$4.86M -75,238 -67%
AC
43
Apella Capital
Connecticut
$2.32M -$49.4K -766 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.3M +$22.5K +348 +1%
CPA
45
Cardiff Park Advisors
California
$2.26M +$2.26M +34,951 New
MWM
46
Merriman Wealth Management
Washington
$2.22M -$1.73M -26,867 -44%
PCM
47
Passive Capital Management
Maryland
$1.98M +$1.98M +30,740 New
SDWIA
48
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.92M +$238K +3,679 +14%
BHWM
49
Beaird Harris Wealth Management
Texas
$1.8M +$1.8M +27,869 New
CG
50
Colony Group
Massachusetts
$1.79M +$1.79M +27,733 New
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