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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

437 hedge funds and large institutions have $6.21B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+22
Holders Change %
+5.3%
% of All Funds
5.94%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
54
Increased
221
Reduced
113
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$336M
2
MWM
Modera Wealth Management
New Jersey
+$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$81.7M
4
SC
Savant Capital
Illinois
+$59.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$40.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$386M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$79.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
4
PAS
Park Avenue Securities
New York
-$28.2M
5
TC
Trilogy Capital
California
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Empirical Wealth Management
Washington
$39M +$2.2M +31,521 +6%
WMN
27
Wealth Management Nebraska
Nebraska
$36.7M +$2.01M +28,790 +6%
DP
28
Divergent Planning
Maryland
$35.6M +$768K +11,277 +2%
PP
29
PrairieView Partners
Minnesota
$34.9M +$871K +12,485 +3%
BWM
30
Brickley Wealth Management
California
$31.6M +$176K +2,525 +0.6%
Morgan Stanley
31
Morgan Stanley
New York
$31.3M +$3.24M +46,490 +12%
CC
32
Callan Capital
California
$31.3M +$326K +4,677 +1%
BHWM
33
Beaird Harris Wealth Management
Texas
$30.6M +$1.41M +20,231 +5%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$29.8M +$515K +7,388 +2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$28.7M +$12M +172,282 +72%
CAM
36
Cresset Asset Management
Illinois
$27.1M +$26.8M +384,846 +9,013%
AAS
37
Annex Advisory Services
Wisconsin
$26.1M -$12.3M -176,745 -32%
GP
38
Greenline Partners
New York
$26.1M +$21M +300,974 +412%
AC
39
Apella Capital
Connecticut
$25.4M +$6.57M +98,699 +35%
OCG
40
Opus Capital Group
Ohio
$24.2M -$454K -6,515 -2%
MAM
41
Marquette Asset Management
Minnesota
$22.2M +$376K +5,392 +2%
CWA
42
CogentBlue Wealth Advisors
Tennessee
$21.6M -$38.1K -547 -0.2%
PCIA
43
Prime Capital Investment Advisors
Kansas
$21.3M -$61.3K -879 -0.3%
MWP
44
Meredith Wealth Planning
Illinois
$21.3M +$272K +3,905 +1%
EA
45
Efficient Advisors
Ohio
$21.1M -$2.7M -38,760 -11%
Jane Street
46
Jane Street
New York
$20.9M +$9.63M +138,089 +85%
WRPWM
47
Werba Rubin Papier Wealth Management
California
$20.4M +$433K +6,209 +2%
AFGAS
48
Allegiance Financial Group Advisory Services
Virginia
$19.7M +$1.39M +19,899 +8%
WCWM
49
Willow Creek Wealth Management
California
$19.6M +$2.47M +35,443 +14%
FWP
50
Falcon Wealth Planning
California
$19M +$1.77M +25,334 +10%
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