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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

328 hedge funds and large institutions have $4.72B invested in Avantis International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 192 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
4.77%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.68%
New
27
Increased
192
Reduced
75
Closed
26
Calls
$6K
Puts
$32K
Net Calls
-$26K
Net Calls Change
-$98K

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$57.2M
2
SC
Savant Capital
Illinois
+$43.2M
3
AI
Accredited Investors
Minnesota
+$32.2M
4
FG
Foster Group
Iowa
+$31.9M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$28.6M

Top Sellers

1
UA
Unison Advisors
District of Columbia
-$36.7M
2
AAS
Annex Advisory Services
Wisconsin
-$36.6M
3
LFG
Larson Financial Group
Missouri
-$27.1M
4
OMC
Old Mission Capital
Illinois
-$25.7M
5
SSW
Stone Summit Wealth
Florida
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
51
Larson Financial Group
Missouri
$11.8M -$27.1M -417,133 -70%
SP
52
Symmetry Partners
Connecticut
$11.5M -$868K -13,364 -7%
RLIM
53
Red Lighthouse Investment Management
New York
$11.3M +$37.8K +582 +0.3%
PL
54
Plancorp LLC
Missouri
$11.2M – – –
NWM
55
Northwest Wealth Management
Iowa
$11.1M +$911K +14,021 +9%
WA
56
Waverly Advisors
Alabama
$10.9M -$420K -6,459 -4%
DWA
57
Delap Wealth Advisory
Oregon
$10.8M +$5.54M +85,262 +105%
QFA
58
Quantum Financial Advisors
California
$10.7M +$448K +6,905 +4%
WA
59
Wealth Architects
California
$10.3M +$1.23M +18,881 +13%
HNWA
60
Henrickson Nauta Wealth Advisors
Michigan
$10.3M -$52.7K -811 -0.5%
FFM
61
Flagstone Financial Management
Nebraska
$10.1M +$39.6K +609 +0.4%
PP
62
Prosperity Planning
Missouri
$10M +$66.9K +1,030 +0.7%
CFO
63
Collective Family Office
Pennsylvania
$9.69M +$1.58M +24,338 +19%
WP
64
WMS Partners
Maryland
$9.66M -$622K -9,575 -6%
DOA
65
D'Orazio & Associates
Virginia
$9.43M +$127K +1,955 +1%
JIC
66
JRM Investment Counsel
Nebraska
$9.38M +$55.3K +851 +0.6%
VWA
67
Valued Wealth Advisors
Utah
$9.38M +$224K +3,442 +2%
OPWM
68
Oakwell Private Wealth Management
Texas
$9.07M +$527K +8,121 +6%
PWM
69
Perigon Wealth Management
California
$9.05M +$560K +8,625 +7%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$8.82M +$2.23M +34,299 +34%
IPW
71
Intergy Private Wealth
Colorado
$8.8M +$205K +3,153 +2%
BCI
72
Brinker Capital Investments
Pennsylvania
$8.39M -$130K -2,005 -2%
OPS
73
Orion Portfolio Solutions
Nebraska
$8.39M -$130K -2,005 -2%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$7.73M +$5.2M +80,075 +206%
GA
75
Goldstein Advisors
Wisconsin
$7.68M +$131K +2,024 +2%
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3
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