We are live on ! Find out more
AVDV icon

Avantis International Small Cap Value ETF
AVDV

475 hedge funds and large institutions have $7.7B invested in Avantis International Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 223 increasing their positions, 140 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 140

23% more capital invested

Capital invested by funds: $6.26B → $7.7B (+$1.44B)

8% more funds holding

Funds holding: 440 → 475 (+35)

0% more funds holding in top 10

Funds holding in top 10: 69 → 69 (0)

2.76% less ownership

Funds ownership: 82.45% → 79.7% (-2.8%)

Holders
475
Holders Change
+35
Holders Change %
+7.95%
% of All Funds
6.25%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
61
Increased
223
Reduced
140
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$292M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$117M
3
Citadel Advisors
Citadel Advisors
Florida
+$91.8M
4
PAS
Park Avenue Securities
New York
+$35M
5
AC
AlphaCore Capital
California
+$30.3M

Top Sellers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
-$63.7M
2
PCA
Pallas Capital Advisors
Massachusetts
-$6.07M
3
NA
NewEdge Advisors
Louisiana
-$5.27M
4
PAG
Private Advisor Group
New Jersey
-$5.21M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$4.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
26
Burton Enright Welch
California
$43.9M +$42.5K +574 +0.1%
WMN
27
Wealth Management Nebraska
Nebraska
$42.6M +$998K +13,490 +3%
DP
28
Divergent Planning
Maryland
$42.2M +$605K +8,177 +2%
HIGP
29
Hill Investment Group Partners
Missouri
$41.1M -$3.99M -53,989 -9%
PP
30
PrairieView Partners
Minnesota
$38.2M -$1.39M -18,727 -4%
PAS
31
Park Avenue Securities
New York
$37.5M +$35M +473,118 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$36.8M +$3.85M +52,054 +13%
BWM
33
Brickley Wealth Management
California
$35.8M -$94.4K -1,276 -0.3%
BHWM
34
Beaird Harris Wealth Management
Texas
$34.9M +$188K +2,542 +0.6%
AAS
35
Annex Advisory Services
Wisconsin
$33.5M +$3.48M +47,083 +13%
AC
36
Apella Capital
Connecticut
$33.4M +$3.05M +41,237 +11%
MFT
37
Moisand Fitzgerald Tamayo
Florida
$32.5M -$1.26M -16,974 -4%
AC
38
AlphaCore Capital
California
$32.5M +$30.3M +410,202 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$30.8M +$9.1M +123,028 +46%
CAM
40
Cresset Asset Management
Illinois
$30.4M -$436K -5,894 -2%
GP
41
Greenline Partners
New York
$27.4M -$2.08M -28,112 -8%
OCG
42
Opus Capital Group
Ohio
$27M -$474K -6,405 -2%
MWP
43
Meredith Wealth Planning
Illinois
$26.2M +$1.86M +25,135 +8%
MAM
44
Marquette Asset Management
Minnesota
$25.4M +$181K +2,451 +0.8%
CWA
45
CogentBlue Wealth Advisors
Tennessee
$24M -$537K -7,265 -2%
AFGAS
46
Allegiance Financial Group Advisory Services
Virginia
$24M +$1.47M +19,877 +7%
WRPWM
47
Werba Rubin Papier Wealth Management
California
$24M +$747K +10,101 +3%
WCWM
48
Willow Creek Wealth Management
California
$23.4M +$1.03M +13,871 +5%
PCIA
49
Prime Capital Investment Advisors
Kansas
$23.2M -$1M -13,536 -4%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$22.3M +$9.04M +122,227 +77%
1
2
3 4 5

AVDV Hedge Fund Activity: Q2 2025 in Review

475 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q2 2025, worth a combined $7.7B — up 23% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AVDV positions and 18 closed out — a net gain of 43 holders — while 223 added to existing stakes and 140 trimmed.

The largest buyer was Creative Planning, adding an estimated $292M. The largest seller was Merit Financial Group, cutting an estimated $63.7M.

  • 475 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q2 2025, up from 440 in Q1 2025.
  • Funds reported $7.7B of Avantis International Small Cap Value ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 61 funds opened new Avantis International Small Cap Value ETF positions in Q2 2025 and 18 closed out, a net change of +43 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q2 2025 was Creative Planning, an estimated $292M added.
  • The largest Avantis International Small Cap Value ETF seller in Q2 2025 was Merit Financial Group, an estimated $63.7M sold.

Based on aggregated 13F filings for Q2 2025.