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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

223 hedge funds and large institutions have $1.97B invested in Avantis International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+27
Holders Change %
+13.78%
% of All Funds
3.57%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
35
Increased
117
Reduced
51
Closed
6
Calls
$1.17M
Puts
$4.49M
Net Calls
-$3.32M
Net Calls Change
-$3.32M

Top Buyers

1
MIAS
Mason Investment Advisory Services
Virginia
+$106M
2
HTC
Haverford Trust Company
Pennsylvania
+$84.3M
3
UA
Unison Advisors
District of Columbia
+$19M
4
SC
Savant Capital
Illinois
+$15.9M
5
AI
Accredited Investors
Minnesota
+$11.7M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$39.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.31M
4
KAS
Kestra Advisory Services
Texas
-$5.54M
5
MWM
Merriman Wealth Management
Washington
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
51
Goldstein Advisors
Wisconsin
$5.82M +$111K +1,903 +2%
SB
52
Strategic Blueprint
Georgia
$5.8M +$94.6K +1,618 +2%
WCWM
53
Willow Creek Wealth Management
California
$5.75M +$1.07M +18,319 +23%
AFGAS
54
Allegiance Financial Group Advisory Services
Virginia
$5.72M +$1.71M +29,183 +42%
WA
55
Wealth Architects
California
$5.72M +$180K +3,080 +3%
PCG
56
Prosperity Consulting Group
Maryland
$5.55M +$384K +6,560 +7%
OPWM
57
Oakwell Private Wealth Management
Texas
$5.15M +$253K +4,330 +5%
Citadel Advisors
58
Citadel Advisors
Florida
$5.07M -$3.86M -65,941 -43%
MWM
59
Merriman Wealth Management
Washington
$4.93M -$4.47M -76,423 -48%
CFO
60
Collective Family Office
Pennsylvania
$4.87M +$171K +2,924 +4%
FAAM
61
First Ascent Asset Management
Colorado
$4.81M +$25K +428 +0.5%
AAS
62
Annex Advisory Services
Wisconsin
$4.68M +$4.68M +79,969 New
CPA
63
Cardiff Park Advisors
California
$4.64M +$81.6K +1,395 +2%
CPP
64
Capasso Planning Partners
South Carolina
$4.57M +$239K +4,093 +6%
BAM
65
Bayshore Asset Management
Florida
$4.48M +$11.5K +197 +0.3%
Morgan Stanley
66
Morgan Stanley
New York
$4.38M +$855K +14,618 +24%
CA
67
Continuum Advisory
Idaho
$4.11M -$152K -2,604 -4%
NCM
68
Northland Capital Management
Minnesota
$4.06M -$8.36K -143 -0.2%
MFG
69
Magnus Financial Group
New York
$3.83M -$108K -1,844 -3%
CPIG
70
Chicago Partners Investment Group
Illinois
$3.82M +$275K +4,590 +8%
DWM
71
Dopkins Wealth Management
New York
$3.69M -$170K -2,900 -4%
FWM
72
Fortress Wealth Management
California
$3.68M +$188K +3,217 +5%
WWP
73
WR Wealth Planners
Missouri
$3.65M +$517K +8,844 +17%
OIA
74
OneDigital Investment Advisors
Kansas
$3.44M +$2.25M +38,453 +188%
Wells Fargo
75
Wells Fargo
California
$3.4M +$3.32M +56,853 +4,718%
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