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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

223 hedge funds and large institutions have $1.97B invested in Avantis International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+27
Holders Change %
+13.78%
% of All Funds
3.57%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
35
Increased
117
Reduced
51
Closed
6
Calls
$1.17M
Puts
$4.49M
Net Calls
-$3.32M
Net Calls Change
-$3.32M

Top Buyers

1
MIAS
Mason Investment Advisory Services
Virginia
+$106M
2
HTC
Haverford Trust Company
Pennsylvania
+$84.3M
3
UA
Unison Advisors
District of Columbia
+$19M
4
SC
Savant Capital
Illinois
+$15.9M
5
AI
Accredited Investors
Minnesota
+$11.7M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$39.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.31M
4
KAS
Kestra Advisory Services
Texas
-$5.54M
5
MWM
Merriman Wealth Management
Washington
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
26
Meredith Wealth Planning
Illinois
$15.3M +$1.02M +17,362 +7%
LPL Financial
27
LPL Financial
California
$15.1M +$2.35M +40,133 +18%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$14M +$4.3M +73,495 +44%
WRPWM
29
Werba Rubin Papier Wealth Management
California
$13.7M -$1.16M -19,816 -8%
SP
30
Symmetry Partners
Connecticut
$13.2M – – –
SHWM
31
Silicon Hills Wealth Management
Texas
$11.7M +$9.15M +156,453 +359%
Jane Street
32
Jane Street
New York
$11.1M +$6.63M +113,390 +148%
MAM
33
Marquette Asset Management
Minnesota
$11M +$2.63M +45,005 +32%
QHA
34
Quarry Hill Advisors
Minnesota
$10.2M +$121K +2,077 +1%
RLIM
35
Red Lighthouse Investment Management
New York
$10.1M +$42.8K +732 +0.4%
PL
36
Plancorp LLC
Missouri
$10.1M – – –
WP
37
WMS Partners
Maryland
$9.94M -$119K -2,039 -1%
GPWA
38
Great Point Wealth Advisors
Massachusetts
$9.67M +$250K +4,275 +3%
JIC
39
JRM Investment Counsel
Nebraska
$9.63M +$530K +9,071 +6%
HNWA
40
Henrickson Nauta Wealth Advisors
Michigan
$8.81M -$27.7K -473 -0.3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$8.73M +$1.4M +23,936 +19%
FFM
42
Flagstone Financial Management
Nebraska
$8.55M +$1.44M +24,705 +20%
AP
43
Atwood & Palmer
Missouri
$8.04M +$392K +6,700 +5%
PP
44
Prosperity Planning
Missouri
$6.86M +$572K +9,786 +9%
NWM
45
Northwest Wealth Management
Iowa
$6.6M +$703K +12,013 +12%
AHC
46
Anderson Hoagland & Co
Missouri
$6.47M +$1.11K +19 +0%
QFA
47
Quantum Financial Advisors
California
$6.4M -$66.5K -1,137 -1%
MAA
48
Mraz Amerine & Associates
California
$6.17M +$402K +6,875 +7%
AR
49
Apeiron RIA
Texas
$6.05M +$219K +3,744 +4%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.92M +$3.06M +52,291 +107%
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