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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
51
Willow Creek Wealth Management
California
$16M +$1.77M +27,217 +12%
AP
52
Atwood & Palmer
Missouri
$15.8M +$1.6M +24,633 +11%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$15.6M +$15.2M +234,326 +4,396%
NWM
54
Northwest Wealth Management
Iowa
$15.3M +$3.38M +51,960 +28%
PCM
55
Peirce Capital Management
Texas
$14.6M +$347K +5,330 +2%
KWA
56
Kondo Wealth Advisors
California
$14.2M +$14.2M +217,745 New
QHA
57
Quarry Hill Advisors
Minnesota
$14.1M +$902K +13,856 +7%
FMN
58
Financial Management Network
California
$13.9M -$243K -3,710 -2%
QFA
59
Quantum Financial Advisors
California
$13.8M +$1.76M +27,023 +15%
GPWA
60
Great Point Wealth Advisors
Massachusetts
$13.8M +$405K +6,225 +3%
MBFW
61
Morton Brown Family Wealth
Pennsylvania
$13.1M +$2.06M +31,692 +19%
WA
62
Wealth Architects
California
$12.6M +$1.23M +18,891 +11%
RLIM
63
Red Lighthouse Investment Management
New York
$11.6M +$2.02K +31 +0%
PL
64
Plancorp LLC
Missouri
$11.2M – – –
MWM
65
McMill Wealth Management
Nebraska
$11.1M +$11.1M +170,028 New
LFG
66
Larson Financial Group
Missouri
$10.9M -$225K -3,453 -2%
PP
67
Prosperity Planning
Missouri
$10.7M +$410K +6,297 +4%
WA
68
Waverly Advisors
Alabama
$10.7M -$186K -2,862 -2%
PWM
69
Perigon Wealth Management
California
$10.7M +$1.39M +21,430 +15%
FFM
70
Flagstone Financial Management
Nebraska
$10.6M +$326K +5,014 +3%
Jane Street
71
Jane Street
New York
$10.5M +$3.26M +50,053 +45%
HNWA
72
Henrickson Nauta Wealth Advisors
Michigan
$10.2M -$40.5K -622 -0.4%
MWM
73
Modera Wealth Management
New Jersey
$10M +$6.1M +93,749 +156%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$9.96M +$1.71M +26,293 +21%
DOA
75
D'Orazio & Associates
Virginia
$9.75M +$387K +5,951 +4%
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