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Avantis International Small Cap Value ETF

262 hedge funds and large institutions have $2.51B invested in Avantis International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 64 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+22
Holders Change %
+9.17%
% of All Funds
4.18%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.62%
New
30
Increased
135
Reduced
64
Closed
5
Calls
$75K
Puts
$23K
Net Calls
+$52K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$9.37M -$170K -2,947 -2%
WP
52
WMS Partners
Maryland
$9.34M +$15.4K +266 +0.2%
Osaic Holdings
53
Osaic Holdings
Arizona
$9.24M +$5.62M +97,144 +155%
AFGAS
54
Allegiance Financial Group Advisory Services
Virginia
$9.11M +$1.1M +18,993 +14%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$9.1M +$1.74M +30,057 +24%
FFM
56
Flagstone Financial Management
Nebraska
$9.07M +$417K +7,204 +5%
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$8.68M -$11.3K -195 -0.1%
NWM
58
Northwest Wealth Management
Iowa
$7.83M +$855K +14,787 +12%
PP
59
Prosperity Planning
Missouri
$7.68M +$470K +8,117 +7%
QFA
60
Quantum Financial Advisors
California
$7.33M +$88.9K +1,537 +1%
WCWM
61
Willow Creek Wealth Management
California
$7.05M +$778K +13,441 +12%
IPW
62
Intergy Private Wealth
Colorado
$7.02M +$1.74M +30,105 +33%
WA
63
Wealth Architects
California
$6.84M +$487K +8,422 +8%
AHC
64
Anderson Hoagland & Co
Missouri
$6.34M -$89.6K -1,548 -1%
MAA
65
Mraz Amerine & Associates
California
$6.24M +$165K +2,851 +3%
AR
66
Apeiron RIA
Texas
$6.14M +$101K +1,739 +2%
GA
67
Goldstein Advisors
Wisconsin
$6.08M +$397K +6,857 +7%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$6.07M +$5.61M +96,973 +1,211%
OPWM
69
Oakwell Private Wealth Management
Texas
$6.01M +$375K +6,483 +7%
SB
70
Strategic Blueprint
Georgia
$6M +$205K +3,544 +4%
FAAM
71
First Ascent Asset Management
Colorado
$5.93M +$301K +5,211 +5%
SSWG
72
Seven Springs Wealth Group
Tennessee
$5.9M +$5.9M +102,059 New
CFO
73
Collective Family Office
Pennsylvania
$5.7M +$647K +11,181 +13%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.39M -$170K -2,933 -3%
CPA
75
Cardiff Park Advisors
California
$5.32M +$765K +13,232 +17%