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Avantis International Small Cap Value ETF

440 hedge funds and large institutions have $6.26B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 224 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $21K | Put options by funds: $7K

98% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 113

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $5.1B → $6.26B (+$1.16B)

15% more funds holding in top 10

Funds holding in top 10: 6069 (+9)

5% more funds holding

Funds holding: 418440 (+22)

1.97% more ownership

Funds ownership: 80.49%82.45% (+2%)

Holders
440
Holders Change
+22
Holders Change %
+5.26%
% of All Funds
5.9%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
0.93%
New
54
Increased
224
Reduced
113
Closed
29
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
51
Falcon Wealth Planning
California
$19M +$1.72M +25,334 +10%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$18.5M -$77.5M -1,141,339 -81%
DF
53
Define Financial
California
$18.1M +$1.2M +17,637 +7%
SIM
54
Stratos Investment Management
Ohio
$18M -$268K -3,948 -2%
NWM
55
Northwest Wealth Management
Iowa
$17.9M +$1.5M +22,135 +9%
ETC
56
Exchange Traded Concepts
Oklahoma
$17.8M +$17.3M +254,848 New
PCM
57
Peirce Capital Management
Texas
$17.2M +$1.5M +22,040 +10%
AP
58
Atwood & Palmer
Missouri
$17M +$88.2K +1,299 +0.5%
KWA
59
Kondo Wealth Advisors
California
$16.6M +$1.33M +19,594 +9%
QHA
60
Quarry Hill Advisors
Minnesota
$16.1M +$944K +13,894 +6%
EB
61
Emprise Bank
Kansas
$15.6M +$5.88M +86,636 +63%
MBFW
62
Morton Brown Family Wealth
Pennsylvania
$15.1M +$1M +14,746 +7%
GPWA
63
Great Point Wealth Advisors
Massachusetts
$14.6M -$188K -2,775 -1%
QFA
64
Quantum Financial Advisors
California
$14.2M -$587K -8,639 -4%
WA
65
Wealth Architects
California
$13.9M +$466K +6,859 +4%
MWM
66
McMill Wealth Management
Nebraska
$13.2M +$1.3M +19,085 +11%
FMN
67
Financial Management Network
California
$12.9M -$282K -4,147 -2%
NA
68
Nottingham Advisors
New York
$12.6M +$2.61M +38,445 +27%
PP
69
Prosperity Planning
Missouri
$12.4M +$844K +12,432 +8%
PL
70
Plancorp LLC
Missouri
$12.3M +$230K +3,390 +2%
Pathstone Holdings
71
Pathstone Holdings
New Jersey
$11.8M +$1.12M +16,426 +11%
PWM
72
Perigon Wealth Management
California
$11.6M +$55.5K +817 +0.5%
FFM
73
Flagstone Financial Management
Nebraska
$11.6M +$218K +3,212 +2%
SIMC
74
Squire Investment Management Company
Utah
$11.6M +$2.04M +30,058 +22%
WA
75
Waverly Advisors
Alabama
$11.5M -$17.9K -263 -0.2%

AVDV Hedge Fund Activity: Q1 2025 in Review

440 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q1 2025, worth a combined $6.26B — up 23% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVDV positions and 29 closed out — a net gain of 25 holders — while 224 added to existing stakes and 113 trimmed.

The largest buyer was Creative Planning, adding an estimated $328M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $77.5M.

  • 440 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q1 2025, up from 418 in Q4 2024.
  • Funds reported $6.26B of Avantis International Small Cap Value ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 54 funds opened new Avantis International Small Cap Value ETF positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q1 2025 was Creative Planning, an estimated $328M added.
  • The largest Avantis International Small Cap Value ETF seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2025.