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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Empirical Wealth Management
Washington
$34.3M +$1.67M +25,597 +5%
DP
27
Divergent Planning
Maryland
$32.7M +$3.69M +57,713 +13%
WMN
28
Wealth Management Nebraska
Nebraska
$32.4M +$32.4M +497,874 New
PP
29
PrairieView Partners
Minnesota
$31.8M +$1.22M +18,751 +4%
BWM
30
Brickley Wealth Management
California
$29.3M +$310K +4,762 +1%
CC
31
Callan Capital
California
$28.9M -$588K -9,037 -2%
PAS
32
Park Avenue Securities
New York
$28.2M +$3.11M +47,856 +12%
MFT
33
Moisand Fitzgerald Tamayo
Florida
$27.3M +$316K +4,859 +1%
BHWM
34
Beaird Harris Wealth Management
Texas
$27.2M +$1.66M +25,442 +6%
Morgan Stanley
35
Morgan Stanley
New York
$26.2M +$2.48M +38,181 +10%
LPL Financial
36
LPL Financial
California
$24.3M +$3.11M +47,842 +15%
OCG
37
Opus Capital Group
Ohio
$23M +$611K +9,396 +3%
TC
38
Trilogy Capital
California
$22.7M +$419K +6,436 +2%
EA
39
Efficient Advisors
Ohio
$22.2M +$584K +8,976 +3%
MAM
40
Marquette Asset Management
Minnesota
$20.4M +$962K +14,786 +5%
CWA
41
CogentBlue Wealth Advisors
Tennessee
$20.2M +$20.2M +310,921 New
PCIA
42
Prime Capital Investment Advisors
Kansas
$20M +$691K +10,617 +4%
MWP
43
Meredith Wealth Planning
Illinois
$19.6M +$1.24M +19,116 +7%
WRPWM
44
Werba Rubin Papier Wealth Management
California
$18.6M +$320K +4,917 +2%
AC
45
Apella Capital
Connecticut
$18.4M +$4.28M +65,821 +30%
AFGAS
46
Allegiance Financial Group Advisory Services
Virginia
$17.1M +$1.43M +21,908 +9%
SIM
47
Stratos Investment Management
Ohio
$17.1M -$2.71M -41,619 -14%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$17M +$17M +260,582 New
DF
49
Define Financial
California
$16.3M +$16.3M +249,798 New
FWP
50
Falcon Wealth Planning
California
$16.1M +$756K +11,618 +5%
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