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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
2
BSW
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
Creative Planning
Kansas
$321M
4
SC
Savant Capital
Illinois
$424M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$490K
2
HTC
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
LPL Financial
California
$13.5M
4
LFG
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
RLIM
51
Red Lighthouse Investment Management
New York
$10.8M +$35.7K +571 +0.3%
PL
52
Plancorp LLC
Missouri
$10.8M – – –
WA
53
Waverly Advisors
Alabama
$10.8M -$515K -8,243 -5%
JIC
54
JRM Investment Counsel
Nebraska
$10.7M +$216K +3,464 +2%
WCWM
55
Willow Creek Wealth Management
California
$10.3M +$2.68M +42,903 +35%
WP
56
WMS Partners
Maryland
$10.2M +$138K +2,209 +1%
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$10M +$635K +10,155 +7%
FFM
58
Flagstone Financial Management
Nebraska
$9.72M -$80.2K -1,284 -0.8%
OPS
59
Orion Portfolio Solutions
Nebraska
$9.59M -$466K -7,504 -5%
BCI
60
Brinker Capital Investments
Pennsylvania
$9.59M -$466K -7,504 -5%
NWM
61
Northwest Wealth Management
Iowa
$9.11M +$646K +10,345 +8%
QFA
62
Quantum Financial Advisors
California
$9.1M +$1.18M +18,806 +15%
PP
63
Prosperity Planning
Missouri
$8.9M +$608K +9,732 +7%
DOA
64
D'Orazio & Associates
Virginia
$8.6M +$5.32M +85,145 +162%
WA
65
Wealth Architects
California
$7.98M +$591K +9,454 +8%
IPW
66
Intergy Private Wealth
Colorado
$7.97M +$381K +6,094 +5%
OMC
67
Old Mission Capital
Illinois
$7.63M +$5.91M +94,554 +343%
Osaic Holdings
68
Osaic Holdings
Arizona
$7.55M -$2.43M -38,858 -24%
OPWM
69
Oakwell Private Wealth Management
Texas
$7.38M +$888K +14,214 +14%
CFO
70
Collective Family Office
Pennsylvania
$7.27M +$1.11M +17,729 +18%
MWM
71
Merriman Wealth Management
Washington
$7.1M +$4.5M +71,958 +173%
AR
72
Apeiron RIA
Texas
$6.86M +$223K +3,569 +3%
GA
73
Goldstein Advisors
Wisconsin
$6.81M +$244K +3,903 +4%
VWA
74
Valued Wealth Advisors
Utah
$6.76M +$6.76M +116,891 New
FAAM
75
First Ascent Asset Management
Colorado
$6.71M +$305K +4,873 +5%
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