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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

437 hedge funds and large institutions have $6.21B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+22
Holders Change %
+5.3%
% of All Funds
5.94%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
54
Increased
221
Reduced
113
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$336M
2
MWM
Modera Wealth Management
New Jersey
+$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$81.7M
4
SC
Savant Capital
Illinois
+$59.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$40.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$386M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$79.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
4
PAS
Park Avenue Securities
New York
-$28.2M
5
TC
Trilogy Capital
California
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$18.5M -$79.6M -1,141,339 -81%
DF
52
Define Financial
California
$18.1M +$1.19M +17,637 +7%
SIM
53
Stratos Investment Management
Ohio
$18M -$275K -3,948 -2%
NWM
54
Northwest Wealth Management
Iowa
$17.9M +$1.54M +22,135 +9%
ETC
55
Exchange Traded Concepts
Oklahoma
$17.8M +$17.8M +254,848 New
PCM
56
Peirce Capital Management
Texas
$17.2M +$1.54M +22,040 +10%
AP
57
Atwood & Palmer
Missouri
$17M +$90.6K +1,299 +0.5%
KWA
58
Kondo Wealth Advisors
California
$16.6M +$1.37M +19,594 +9%
QHA
59
Quarry Hill Advisors
Minnesota
$16.1M +$969K +13,894 +6%
EB
60
Emprise Bank
Kansas
$15.6M +$6.04M +86,636 +63%
MBFW
61
Morton Brown Family Wealth
Pennsylvania
$15.1M +$1.03M +14,746 +7%
GPWA
62
Great Point Wealth Advisors
Massachusetts
$14.6M -$194K -2,775 -1%
QFA
63
Quantum Financial Advisors
California
$14.2M -$602K -8,639 -4%
WA
64
Wealth Architects
California
$13.9M +$478K +6,859 +4%
MWM
65
McMill Wealth Management
Nebraska
$13.2M +$1.33M +19,085 +11%
FMN
66
Financial Management Network
California
$12.9M -$256K -4,147 -2%
NA
67
Nottingham Advisors
New York
$12.6M +$2.68M +38,445 +27%
PP
68
Prosperity Planning
Missouri
$12.4M +$867K +12,432 +8%
PL
69
Plancorp LLC
Missouri
$12.3M +$236K +3,390 +2%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$11.8M +$1.15M +16,426 +11%
PWM
71
Perigon Wealth Management
California
$11.6M +$57K +817 +0.5%
FFM
72
Flagstone Financial Management
Nebraska
$11.6M +$224K +3,212 +2%
SIMC
73
Squire Investment Management Company
Utah
$11.6M +$2.1M +30,058 +22%
WA
74
Waverly Advisors
Alabama
$11.5M -$18.3K -263 -0.2%
RLIM
75
Red Lighthouse Investment Management
New York
$11.5M -$255K -3,870 -2%
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