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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.01B
2
BSW
2
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
3
Creative Planning
Kansas
$321M
4
SC
4
Savant Capital
Illinois
$424M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$490K
2
HTC
2
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
3
LPL Financial
California
$13.5M
4
LFG
4
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
76
Mraz Amerine & Associates
California
$6.68M 106,858 -958 -0.9%
SB
77
Strategic Blueprint
Georgia
$6.65M 106,458 +2,782 +3%
PA
78
Paragon Advisors
Texas
$6.56M 104,999 +55,811 +113%
AHC
79
Anderson Hoagland & Co
Missouri
$6.48M 107,009 -2,651 -2%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$6.44M 103,082 -1,898 -2%
SSWG
81
Seven Springs Wealth Group
Tennessee
$6.21M 99,365 -2,694 -3%
PCA
82
Pallas Capital Advisors
Massachusetts
$6.2M 99,197 +99,197 New
BAM
83
Bayshore Asset Management
Florida
$5.52M 88,340 +5,603 +7%
EFN
84
Equita Financial Network
Pennsylvania
$5.36M 85,829 +6,906 +9%
CBT
85
CoreFirst Bank & Trust
Kansas
$5.29M 84,726 +15,506 +22%
Mariner
86
Mariner
Kansas
$5.16M 82,574 +7,477 +10%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$5.11M 81,778 +81,778 New
FAM
88
Frontier Asset Management
Wyoming
$4.96M 79,334 -1,011 -1%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.9M 78,404 -14,689 -16%
JTWM
90
Jackson Thornton Wealth Management
Alabama
$4.9M 78,400 +59,700 +319%
CPA
91
Cardiff Park Advisors
California
$4.87M 77,952 -13,934 -15%
DWA
92
Delap Wealth Advisory
Oregon
$4.57M 73,080 +64,407 +743%
OA
93
Oceanside Advisors
South Carolina
$4.51M 72,124 +72,124 New
PWIA
94
Porter White Investment Advisors
Alabama
$4.5M 71,989 +24,080 +50%
MFG
95
Magnus Financial Group
New York
$4.48M 71,653 +4,050 +6%
WWP
96
WR Wealth Planners
Missouri
$4.48M 71,618 +793 +1%
OIA
97
OneDigital Investment Advisors
Kansas
$4.4M 70,423 +2,542 +4%
DWM
98
Dopkins Wealth Management
New York
$4.33M 69,303 +2,196 +3%
CPIG
99
Chicago Partners Investment Group
Illinois
$4.32M 70,573 +2,986 +4%
Wells Fargo
100
Wells Fargo
California
$4.27M 68,286 -1,132 -2%
2 3
4
5 6