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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

330 hedge funds and large institutions have $4.5B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
4.78%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
39
Increased
175
Reduced
75
Closed
19
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$3K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$50.2M
2
SC
Savant Capital
Illinois
+$35.7M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35M
4
EF
Empowered Funds
Pennsylvania
+$28.7M
5
Creative Planning
Creative Planning
Kansas
+$28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$17.7M
2
CCM
Carlson Capital Management
Minnesota
-$17.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.2M
4
Jane Street
Jane Street
New York
-$11.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$11.5M +$140K +2,127 +1%
RLIM
52
Red Lighthouse Investment Management
New York
$11.5M +$56.9K +864 +0.5%
Morgan Stanley
53
Morgan Stanley
New York
$11.4M -$5.83M -88,567 -34%
PL
54
Plancorp LLC
Missouri
$11.4M – – –
HNWA
55
Henrickson Nauta Wealth Advisors
Michigan
$10.5M -$53.7K -817 -0.5%
WP
56
WMS Partners
Maryland
$10.4M -$355K -5,397 -3%
QFA
57
Quantum Financial Advisors
California
$10.4M +$826K +12,541 +9%
NWM
58
Northwest Wealth Management
Iowa
$10.3M +$729K +11,075 +8%
FFM
59
Flagstone Financial Management
Nebraska
$10.2M -$62.3K -946 -0.6%
PP
60
Prosperity Planning
Missouri
$10.1M +$736K +11,168 +8%
JIC
61
JRM Investment Counsel
Nebraska
$9.46M -$1.82M -27,646 -16%
DOA
62
D'Orazio & Associates
Virginia
$9.43M +$370K +5,611 +4%
VWA
63
Valued Wealth Advisors
Utah
$9.28M +$1.58M +24,021 +21%
WA
64
Wealth Architects
California
$9.25M +$843K +12,806 +10%
IPW
65
Intergy Private Wealth
Colorado
$8.71M +$313K +4,754 +4%
OPWM
66
Oakwell Private Wealth Management
Texas
$8.67M +$885K +13,441 +11%
BCI
67
Brinker Capital Investments
Pennsylvania
$8.64M -$1.53M -23,235 -15%
OPS
68
Orion Portfolio Solutions
Nebraska
$8.64M -$1.53M -23,235 -15%
PWM
69
Perigon Wealth Management
California
$8.61M +$8.35M +126,710 +3,128%
CFO
70
Collective Family Office
Pennsylvania
$8.22M +$564K +8,561 +7%
PA
71
Paragon Advisors
Texas
$7.76M +$842K +12,787 +12%
GA
72
Goldstein Advisors
Wisconsin
$7.65M +$469K +7,119 +7%
MWM
73
Merriman Wealth Management
Washington
$7.44M -$39.2K -595 -0.5%
AR
74
Apeiron RIA
Texas
$7.26M +$28.3K +429 +0.4%
MAA
75
Mraz Amerine & Associates
California
$7.22M +$185K +2,812 +3%
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