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Avantis International Small Cap Value ETF
AVDV

440 hedge funds and large institutions have $6.26B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 224 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $21K | Put options by funds: $7K

98% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 113

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $5.1B → $6.26B (+$1.16B)

15% more funds holding in top 10

Funds holding in top 10: 60 → 69 (+9)

5% more funds holding

Funds holding: 418 → 440 (+22)

1.97% more ownership

Funds ownership: 80.49% → 82.45% (+2%)

Holders
440
Holders Change
+22
Holders Change %
+5.26%
% of All Funds
5.9%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
0.93%
New
54
Increased
224
Reduced
113
Closed
29
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$328M
2
MWM
Modera Wealth Management
New Jersey
+$102M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.5M
4
SC
Savant Capital
Illinois
+$53.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$39.4M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$39.5M
3
PAS
Park Avenue Securities
New York
-$28.2M
4
TC
Trilogy Capital
California
-$18.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$39M +$2.14M +31,521 +6%
BEW
27
Burton Enright Welch
California
$38.6M +$636K +9,359 +2%
WMN
28
Wealth Management Nebraska
Nebraska
$36.7M +$1.96M +28,790 +6%
DP
29
Divergent Planning
Maryland
$35.6M +$766K +11,277 +2%
PP
30
PrairieView Partners
Minnesota
$34.9M +$848K +12,485 +3%
BWM
31
Brickley Wealth Management
California
$31.6M +$171K +2,525 +0.6%
Morgan Stanley
32
Morgan Stanley
New York
$31.3M +$3.16M +46,490 +12%
CC
33
Callan Capital
California
$31.3M +$318K +4,677 +1%
BHWM
34
Beaird Harris Wealth Management
Texas
$30.6M +$1.37M +20,231 +5%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$29.8M +$502K +7,388 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$28.7M +$11.7M +172,282 +72%
CAM
37
Cresset Asset Management
Illinois
$27.1M +$26.1M +384,846 +9,013%
AAS
38
Annex Advisory Services
Wisconsin
$26.1M -$12M -176,745 -32%
GP
39
Greenline Partners
New York
$26.1M +$20.4M +300,974 +412%
AC
40
Apella Capital
Connecticut
$25.4M +$6.7M +98,699 +35%
OCG
41
Opus Capital Group
Ohio
$24.2M -$442K -6,515 -2%
MAM
42
Marquette Asset Management
Minnesota
$22.2M +$366K +5,392 +2%
CWA
43
CogentBlue Wealth Advisors
Tennessee
$21.6M -$37.1K -547 -0.2%
PCIA
44
Prime Capital Investment Advisors
Kansas
$21.3M -$59.7K -879 -0.3%
MWP
45
Meredith Wealth Planning
Illinois
$21.3M +$265K +3,905 +1%
EA
46
Efficient Advisors
Ohio
$21.1M -$2.63M -38,760 -11%
Jane Street
47
Jane Street
New York
$20.9M +$9.38M +138,089 +85%
WRPWM
48
Werba Rubin Papier Wealth Management
California
$20.4M +$422K +6,209 +2%
AFGAS
49
Allegiance Financial Group Advisory Services
Virginia
$19.7M +$1.35M +19,899 +8%
WCWM
50
Willow Creek Wealth Management
California
$19.6M +$2.41M +35,443 +14%
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AVDV Hedge Fund Activity: Q1 2025 in Review

440 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q1 2025, worth a combined $6.26B — up 23% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVDV positions and 29 closed out — a net gain of 25 holders — while 224 added to existing stakes and 113 trimmed.

The largest buyer was Creative Planning, adding an estimated $328M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $77.5M.

  • 440 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q1 2025, up from 418 in Q4 2024.
  • Funds reported $6.26B of Avantis International Small Cap Value ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 54 funds opened new Avantis International Small Cap Value ETF positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q1 2025 was Creative Planning, an estimated $328M added.
  • The largest Avantis International Small Cap Value ETF seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2025.