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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

328 hedge funds and large institutions have $4.72B invested in Avantis International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 192 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
4.77%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.68%
New
27
Increased
192
Reduced
75
Closed
26
Calls
$6K
Puts
$32K
Net Calls
-$26K
Net Calls Change
-$98K

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$57.2M
2
SC
Savant Capital
Illinois
+$43.2M
3
AI
Accredited Investors
Minnesota
+$32.2M
4
FG
Foster Group
Iowa
+$31.9M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$28.6M

Top Sellers

1
UA
Unison Advisors
District of Columbia
-$36.7M
2
AAS
Annex Advisory Services
Wisconsin
-$36.6M
3
LFG
Larson Financial Group
Missouri
-$27.1M
4
OMC
Old Mission Capital
Illinois
-$25.7M
5
SSW
Stone Summit Wealth
Florida
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
PrairieView Partners
Minnesota
$29.2M +$28.1K +433 +0.1%
BWM
27
Brickley Wealth Management
California
$28.9M +$5K +77 +0%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$26.3M +$584K +8,996 +2%
AAS
29
Annex Advisory Services
Wisconsin
$25M -$36.6M -562,864 -59%
BHWM
30
Beaird Harris Wealth Management
Texas
$24.3M -$418K -6,431 -2%
PAS
31
Park Avenue Securities
New York
$23.3M +$2.05M +31,555 +10%
EA
32
Efficient Advisors
Ohio
$22.5M -$3.21M -49,430 -13%
TC
33
Trilogy Capital
California
$21.9M +$7.17M +110,367 +49%
OCG
34
Opus Capital Group
Ohio
$20.7M +$269K +4,139 +1%
Morgan Stanley
35
Morgan Stanley
New York
$20.5M +$9.27M +142,674 +82%
MAM
36
Marquette Asset Management
Minnesota
$19.2M +$305K +4,698 +2%
LPL Financial
37
LPL Financial
California
$18.7M +$2.19M +33,726 +13%
PCIA
38
Prime Capital Investment Advisors
Kansas
$18.5M -$122K -1,881 -0.7%
MWP
39
Meredith Wealth Planning
Illinois
$18.2M +$390K +6,001 +2%
WRPWM
40
Werba Rubin Papier Wealth Management
California
$17.5M -$733K -11,293 -4%
SIM
41
Stratos Investment Management
Ohio
$17M +$1.73M +26,634 +11%
FWP
42
Falcon Wealth Planning
California
$16.4M -$2.7M -41,515 -14%
AFGAS
43
Allegiance Financial Group Advisory Services
Virginia
$14.8M +$1.36M +20,882 +10%
FMN
44
Financial Management Network
California
$14.4M +$19K +287 +0.1%
PCM
45
Peirce Capital Management
Texas
$14.2M +$992K +15,276 +8%
QHA
46
Quarry Hill Advisors
Minnesota
$14M +$917K +14,115 +7%
AC
47
Apella Capital
Connecticut
$13.9M +$679K +10,328 +5%
WCWM
48
Willow Creek Wealth Management
California
$13.3M +$1.23M +18,988 +10%
GPWA
49
Great Point Wealth Advisors
Massachusetts
$13.2M +$186K +2,861 +1%
AP
50
Atwood & Palmer
Missouri
$13.1M +$158K +2,435 +1%
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