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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

330 hedge funds and large institutions have $4.5B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
4.78%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
39
Increased
175
Reduced
75
Closed
19
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$3K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$50.2M
2
SC
Savant Capital
Illinois
+$35.7M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35M
4
EF
Empowered Funds
Pennsylvania
+$28.7M
5
Creative Planning
Creative Planning
Kansas
+$28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$17.7M
2
CCM
Carlson Capital Management
Minnesota
-$17.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.2M
4
Jane Street
Jane Street
New York
-$11.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
26
Divergent Planning
Maryland
$28.3M +$1.05M +16,065 +4%
OMC
27
Old Mission Capital
Illinois
$27.3M +$19.3M +292,475 +239%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$26.1M +$1.03M +15,640 +4%
EA
29
Efficient Advisors
Ohio
$26M -$591K -8,979 -2%
BHWM
30
Beaird Harris Wealth Management
Texas
$25M +$1.06M +16,103 +4%
PAS
31
Park Avenue Securities
New York
$21.5M +$2.19M +33,270 +11%
OCG
32
Opus Capital Group
Ohio
$20.8M +$199K +3,029 +1%
FWP
33
Falcon Wealth Planning
California
$19.4M -$5.57M -84,646 -22%
MAM
34
Marquette Asset Management
Minnesota
$19.2M +$3.21M +48,686 +20%
PCIA
35
Prime Capital Investment Advisors
Kansas
$18.9M +$3.08M +46,753 +19%
WRPWM
36
Werba Rubin Papier Wealth Management
California
$18.5M +$292K +4,440 +2%
MWP
37
Meredith Wealth Planning
Illinois
$18.1M +$565K +8,580 +3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$17.4M -$17.7M -268,778 -50%
LPL Financial
39
LPL Financial
California
$16.8M +$2.54M +38,519 +18%
SIM
40
Stratos Investment Management
Ohio
$15.4M +$360K +5,466 +2%
TC
41
Trilogy Capital
California
$15M +$473K +7,180 +3%
FMN
42
Financial Management Network
California
$14.3M +$1.76M +26,875 +14%
AFGAS
43
Allegiance Financial Group Advisory Services
Virginia
$13.7M +$1.53M +23,234 +13%
PCM
44
Peirce Capital Management
Texas
$13.4M +$1.64M +24,894 +14%
AC
45
Apella Capital
Connecticut
$13.4M +$306K +4,600 +2%
QHA
46
Quarry Hill Advisors
Minnesota
$13.3M +$726K +11,021 +6%
GPWA
47
Great Point Wealth Advisors
Massachusetts
$13.2M +$1.36M +20,601 +12%
AP
48
Atwood & Palmer
Missouri
$13.1M +$1.67M +25,290 +15%
SP
49
Symmetry Partners
Connecticut
$12.5M – – –
WCWM
50
Willow Creek Wealth Management
California
$12.2M +$1.36M +20,616 +13%
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