AVDV icon

Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
2
BSW
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
Creative Planning
Kansas
$321M
4
SC
Savant Capital
Illinois
$424M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$490K
2
HTC
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
LPL Financial
California
$13.5M
4
LFG
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
26
Divergent Planning
Maryland
$25.7M +$655K +10,594 +3%
EA
27
Efficient Advisors
Ohio
$25.3M +$1.02M +16,339 +4%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$23.8M +$1.02M +16,305 +4%
FWP
29
Falcon Wealth Planning
California
$23.7M +$2.39M +38,248 +11%
BHWM
30
Beaird Harris Wealth Management
Texas
$22.7M +$762K +12,186 +3%
OCG
31
Opus Capital Group
Ohio
$19.5M +$632K +10,112 +3%
PAS
32
Park Avenue Securities
New York
$18.3M +$1.11M +17,772 +6%
WRPWM
33
Werba Rubin Papier Wealth Management
California
$17.3M -$6.12K -98 -0%
MWP
34
Meredith Wealth Planning
Illinois
$16.6M -$1.94M -31,054 -10%
Morgan Stanley
35
Morgan Stanley
New York
$16.4M +$10.8M +173,201 +195%
MAM
36
Marquette Asset Management
Minnesota
$15.1M +$1.52M +24,320 +11%
PCIA
37
Prime Capital Investment Advisors
Kansas
$15M +$4.08M +65,262 +37%
SIM
38
Stratos Investment Management
Ohio
$14.3M +$14.3M +228,906 New
TC
39
Trilogy Capital
California
$13.7M +$677K +10,834 +5%
LPL Financial
40
LPL Financial
California
$13.5M -$4.54M -72,690 -25%
AC
41
Apella Capital
Connecticut
$12.1M -$250K -4,052 -2%
SP
42
Symmetry Partners
Connecticut
$11.9M -$2.17M -34,755 -15%
QHA
43
Quarry Hill Advisors
Minnesota
$11.9M +$599K +9,590 +5%
FMN
44
Financial Management Network
California
$11.8M +$1.11M +17,959 +10%
Jane Street
45
Jane Street
New York
$11.5M -$2.51M -40,196 -18%
AFGAS
46
Allegiance Financial Group Advisory Services
Virginia
$11.5M +$1.67M +26,748 +17%
GPWA
47
Great Point Wealth Advisors
Massachusetts
$11.2M +$196K +3,134 +2%
PCM
48
Peirce Capital Management
Texas
$11.2M +$11.2M +178,771 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$11M +$1.2M +19,141 +12%
AP
50
Atwood & Palmer
Missouri
$10.9M +$323K +5,170 +3%
1
2
3 4 5