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Avantis International Small Cap Value ETF

240 hedge funds and large institutions have $2.27B invested in Avantis International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.78%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
34
Increased
129
Reduced
50
Closed
13
Calls
$12K
Puts
$29K
Net Calls
-$17K
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
51
Atwood & Palmer
Missouri
$9.38M +$1.47M +25,590 +19%
WP
52
WMS Partners
Maryland
$9.28M -$507K -8,813 -5%
HNWA
53
Henrickson Nauta Wealth Advisors
Michigan
$8.65M -$24.1K -418 -0.3%
FFM
54
Flagstone Financial Management
Nebraska
$8.61M +$196K +3,400 +2%
AFGAS
55
Allegiance Financial Group Advisory Services
Virginia
$7.97M +$2.34M +40,656 +42%
OMC
56
Old Mission Capital
Illinois
$7.87M +$6.43M +111,669 +447%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$7.32M +$7.32M +127,203 New
QFA
58
Quantum Financial Advisors
California
$7.21M +$908K +15,781 +14%
PP
59
Prosperity Planning
Missouri
$7.17M +$419K +7,281 +6%
NWM
60
Northwest Wealth Management
Iowa
$6.94M +$445K +7,734 +7%
AHC
61
Anderson Hoagland & Co
Missouri
$6.4M +$29.4K +511 +0.5%
WA
62
Wealth Architects
California
$6.32M +$692K +12,021 +12%
WCWM
63
Willow Creek Wealth Management
California
$6.24M +$582K +10,114 +10%
MAA
64
Mraz Amerine & Associates
California
$6.04M -$26.7K -464 -0.4%
AR
65
Apeiron RIA
Texas
$6.01M +$62.9K +1,092 +1%
SB
66
Strategic Blueprint
Georgia
$5.76M +$57.2K +994 +1%
Morgan Stanley
67
Morgan Stanley
New York
$5.72M +$1.4M +24,385 +33%
GA
68
Goldstein Advisors
Wisconsin
$5.66M -$72.2K -1,254 -1%
PCG
69
Prosperity Consulting Group
Maryland
$5.64M +$176K +3,057 +3%
OPWM
70
Oakwell Private Wealth Management
Texas
$5.61M +$542K +9,416 +11%
FAAM
71
First Ascent Asset Management
Colorado
$5.6M +$867K +15,066 +18%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.53M -$297K -5,157 -5%
IPW
73
Intergy Private Wealth
Colorado
$5.26M +$5.26M +91,329 New
CFO
74
Collective Family Office
Pennsylvania
$5.03M +$239K +4,159 +5%
BAM
75
Bayshore Asset Management
Florida
$4.84M +$235K +3,904 +5%