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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

117 hedge funds and large institutions have $879M invested in Avantis International Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+30
Holders Change %
+34.48%
% of All Funds
1.81%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
43
Increased
53
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
SC
3
Savant Capital
Illinois
$198M
4
UA
4
Unison Advisors
District of Columbia
$61M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$13.7M

Top Sellers

1
SWM
1
Soundmark Wealth Management
Washington
$2.36M
2
LPL Financial
2
LPL Financial
California
$8.13M
3
American Century Companies
3
American Century Companies
Missouri
$20.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BDWCC
5
B&D White Capital Company
Texas
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$498K +$41.1K +637 +9%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$495K -$130K -2,019 -21%
WW
78
Waterfront Wealth
Kansas
$477K +$477K +7,392 New
SB
79
Strategic Blueprint
Georgia
$427K +$427K +6,608 New
AFS
80
Annapolis Financial Services
Maryland
$410K +$373K +5,778 +1,015%
MRWM
81
ML&R Wealth Management
Texas
$406K +$406K +6,283 New
EWA
82
EverSource Wealth Advisors
Alabama
$341K +$341K +5,283 New
MCA
83
Magnolia Capital Advisors
Mississippi
$334K – – –
W
84
WorthPointe
California
$314K +$314K +4,847 New
CPA
85
Capital Performance Advisors
California
$305K +$305K +4,980 New
SHFA
86
SC&H Financial Advisors
Maryland
$304K +$304K +4,705 New
WCWM
87
Willow Creek Wealth Management
California
$293K +$293K +4,538 New
ASN
88
Advisory Services Network
Georgia
$270K +$270K +4,188 New
WP
89
WMS Partners
Maryland
$266K +$3.93K +61 +2%
FNBSF
90
First National Bank Sioux Falls
South Dakota
$265K -$51.7K -800 -16%
BAM
91
Baldrige Asset Management
Pennsylvania
$254K +$36.5K +565 +17%
PAS
92
Park Avenue Securities
New York
$236K +$236K +3,663 New
PWM
93
Perigon Wealth Management
California
$233K – – –
T
94
TRUADVICE
Florida
$233K +$31.5K +494 +16%
NFG
95
Nations Financial Group
Iowa
$229K +$229K +3,542 New
BEAM
96
Baker Ellis Asset Management
Washington
$226K – – –
US Bancorp
97
US Bancorp
Minnesota
$226K +$218K +3,376 +2,723%
Renaissance Technologies
98
Renaissance Technologies
New York
$207K -$699K -10,811 -77%
KFAA
99
Klaas Financial Asset Advisors
Illinois
$164K +$6.46K +100 +4%
LFA
100
Level Financial Advisors
New York
$127K +$127K +1,970 New
2 3
4
5 6