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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
Valued Wealth Advisors
Utah
$9.75M +$644K +9,891 +7%
PA
77
Paragon Advisors
Texas
$9.57M +$9.36M +143,756 +4,325%
OPWM
78
Oakwell Private Wealth Management
Texas
$9.52M +$839K +12,894 +10%
CFO
79
Collective Family Office
Pennsylvania
$9.44M +$136K +2,091 +1%
IPW
80
Intergy Private Wealth
Colorado
$9.32M +$399K +6,125 +4%
NA
81
Nottingham Advisors
New York
$9.29M -$170K -2,605 -2%
JIC
82
JRM Investment Counsel
Nebraska
$9.09M +$202K +3,108 +2%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$9M -$116K -1,784 -1%
EB
84
Emprise Bank
Kansas
$8.97M +$1.95M +29,963 +28%
KRW
85
Kaufman Rossin Wealth
Florida
$8.87M +$8.87M +136,336 New
SIMC
86
Squire Investment Management Company
Utah
$8.84M +$1.3M +20,048 +17%
WP
87
WMS Partners
Maryland
$8.74M -$463K -7,107 -5%
AR
88
Apeiron RIA
Texas
$8.1M +$429K +6,586 +6%
MAA
89
Mraz Amerine & Associates
California
$7.84M +$380K +5,846 +5%
Raymond James Financial
90
Raymond James Financial
Florida
$7.62M +$7.62M +117,138 New
Wells Fargo
91
Wells Fargo
California
$7.55M +$2.39M +36,750 +46%
BCI
92
Brinker Capital Investments
Pennsylvania
$7.52M -$784K -12,042 -9%
OPS
93
Orion Portfolio Solutions
Nebraska
$7.52M -$784K -12,042 -9%
SB
94
Strategic Blueprint
Georgia
$7.5M +$250K +3,837 +3%
FWP
95
Family Wealth Partners
North Carolina
$7.44M +$1.5M +23,089 +25%
DWA
96
Delap Wealth Advisory
Oregon
$7.26M +$773K +11,873 +12%
PWMG
97
Private Wealth Management Group
New Jersey
$7.12M +$1.1M +16,842 +18%
Betterment LLC
98
Betterment LLC
New York
$7.03M +$480K +7,372 +7%
AHC
99
Anderson Hoagland & Co
Missouri
$6.83M -$8.38K -129 -0.1%
NA
100
NewEdge Advisors
Louisiana
$6.59M +$343K +5,264 +5%
2 3
4
5 6