AVDV icon

Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

223 hedge funds and large institutions have $1.97B invested in Avantis International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+27
Holders Change %
+13.78%
% of All Funds
3.57%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
35
Increased
117
Reduced
51
Closed
6
Calls
$1.17M
Puts
$4.49M
Net Calls
-$3.32M
Net Calls Change
-$3.32M

Top Buyers

1
MIAS
Mason Investment Advisory Services
Virginia
+$106M
2
HTC
Haverford Trust Company
Pennsylvania
+$84.3M
3
UA
Unison Advisors
District of Columbia
+$19M
4
SC
Savant Capital
Illinois
+$15.9M
5
AI
Accredited Investors
Minnesota
+$11.7M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$39.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.31M
4
KAS
Kestra Advisory Services
Texas
-$5.54M
5
MWM
Merriman Wealth Management
Washington
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Brainard Capital Management
Texas
$3.33M +$573K +9,802 +21%
WPC
77
Wedmont Private Capital
Pennsylvania
$3.31M +$499K +8,541 +18%
SDWIA
78
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.16M +$68.2K +1,167 +2%
Bank of America
79
Bank of America
North Carolina
$3.11M +$354K +6,047 +13%
VCM
80
Versant Capital Management
Arizona
$3.1M +$8.95K +153 +0.3%
SFM
81
Signet Financial Management
New Jersey
$3.08M +$162K +2,766 +6%
SEA
82
Stegent Equity Advisors
Texas
$3.05M +$558K +9,538 +22%
Stifel Financial
83
Stifel Financial
Missouri
$3M +$3M +51,234 New
WP
84
WealthShield Partners
North Carolina
$2.96M +$19.2K +328 +0.7%
SSW
85
Stone Summit Wealth
Florida
$2.62M +$384K +6,563 +17%
WFA
86
WMG Financial Advisors
Tennessee
$2.52M -$271K -3,735 -10%
DWP
87
Destiny Wealth Partners
Florida
$2.51M +$254K +4,347 +11%
BA
88
Bridge Advisory
California
$2.48M +$2.48M +42,384 New
MRWM
89
ML&R Wealth Management
Texas
$2.46M -$50.9K -871 -2%
CBT
90
CoreFirst Bank & Trust
Kansas
$2.39M +$1.48M +25,374 +164%
CCA
91
Checchi Capital Advisers
California
$2.34M +$193K +3,307 +9%
SPC
92
Sigma Planning Corp
Michigan
$2.31M +$532K +9,095 +30%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$2.3M -$45.6K -780 -2%
FG
94
Foster Group
Iowa
$2.3M +$106K +1,814 +5%
EWA
95
EverSource Wealth Advisors
Alabama
$2.23M -$27.6K -472 -1%
UB
96
UMB Bank
Missouri
$2.22M -$146K -2,499 -6%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$2.19M -$40.3K -689 -2%
ACP
98
Aveo Capital Partners
Colorado
$2.18M +$2.18M +37,309 New
CFO
99
CVA Family Office
Colorado
$2.08M +$2.07M +35,366 +22,104%
BDWCC
100
B&D White Capital Company
Texas
$2.03M +$2.03M +34,696 New
2 3
4
5 6