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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

360 hedge funds and large institutions have $5.41B invested in Avantis International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+33
Holders Change %
+10.09%
% of All Funds
5.21%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.65%
New
47
Increased
175
Reduced
81
Closed
13
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$12K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$203M
2
SC
Savant Capital
Illinois
$631M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.21B
4
Creative Planning
Creative Planning
Kansas
$448M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$178M

Top Sellers

1
SP
Symmetry Partners
Connecticut
$1.47M
2
PA
Paragon Advisors
Texas
$235K
3
GA
Goldstein Advisors
Wisconsin
$405K
4
MWM
Merriman Wealth Management
Washington
$1.98M
5
Citadel Advisors
Citadel Advisors
Florida
$953K
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
26
Divergent Planning
Maryland
$31.9M +$891K +12,698 +3%
AAS
27
Annex Advisory Services
Wisconsin
$31.6M +$4.38M +62,038 +16%
BWM
28
Brickley Wealth Management
California
$31.5M +$36.5K +516 +0.1%
MFT
29
Moisand Fitzgerald Tamayo
Florida
$29.3M +$682K +9,657 +2%
BHWM
30
Beaird Harris Wealth Management
Texas
$27.7M +$1.34M +18,965 +5%
PAS
31
Park Avenue Securities
New York
$27.2M +$1.88M +26,674 +7%
Morgan Stanley
32
Morgan Stanley
New York
$25.7M +$3.36M +47,537 +15%
OCG
33
Opus Capital Group
Ohio
$24.3M +$1.71M +24,190 +8%
TC
34
Trilogy Capital
California
$24.2M +$328K +4,644 +1%
EA
35
Efficient Advisors
Ohio
$23.5M -$948K -13,410 -4%
LPL Financial
36
LPL Financial
California
$23M +$2.65M +37,457 +13%
SIM
37
Stratos Investment Management
Ohio
$21.5M +$3.05M +43,140 +17%
MAM
38
Marquette Asset Management
Minnesota
$21.1M +$159K +2,256 +0.8%
PCIA
39
Prime Capital Investment Advisors
Kansas
$20.9M +$799K +11,313 +4%
MWP
40
Meredith Wealth Planning
Illinois
$20M +$138K +1,952 +0.7%
WRPWM
41
Werba Rubin Papier Wealth Management
California
$19.9M +$823K +11,645 +4%
AFGAS
42
Allegiance Financial Group Advisory Services
Virginia
$17M +$910K +12,882 +6%
FWP
43
Falcon Wealth Planning
California
$16.6M -$1.24M -17,546 -7%
PCM
44
Peirce Capital Management
Texas
$15.5M +$5.16K +73 +0%
WCWM
45
Willow Creek Wealth Management
California
$15.5M +$1.02M +14,385 +7%
AP
46
Atwood & Palmer
Missouri
$15.4M +$1.18M +16,695 +8%
FMN
47
Financial Management Network
California
$15.2M -$78.3K -1,117 -0.5%
AC
48
Apella Capital
Connecticut
$15.2M +$331K +4,731 +2%
OMC
49
Old Mission Capital
Illinois
$15M +$13.7M +193,402 +1,009%
GPWA
50
Great Point Wealth Advisors
Massachusetts
$14.6M +$248K +3,514 +2%
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