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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

139 hedge funds and large institutions have $1.09B invested in Avantis International Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+22
Holders Change %
+18.8%
% of All Funds
2.2%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
34
Increased
77
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$61.3M
2
CC
Callan Capital
California
+$34.6M
3
SC
Savant Capital
Illinois
+$33.1M
4
Creative Planning
Creative Planning
Kansas
+$21.2M
5
HIGP
Hill Investment Group Partners
Missouri
+$14.3M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$5.39M
2
WFA
Websterrogers Financial Advisors
South Carolina
-$3.73M
3
Jane Street
Jane Street
New York
-$2.89M
4
Goldman Sachs
Goldman Sachs
New York
-$2.89M
5
MFT
Moisand Fitzgerald Tamayo
Florida
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
101
Capital Performance Advisors
California
$363K +$51K +814 +16%
PAS
102
Park Avenue Securities
New York
$361K +$132K +2,103 +57%
TP
103
Tranquility Partners
Tennessee
$353K +$353K +5,641 New
SHWM
104
Silicon Hills Wealth Management
Texas
$344K +$344K +5,495 New
LA
105
LexAurum Advisors
Kansas
$283K +$283K +4,530 New
AAS
106
Avantax Advisory Services
Texas
$280K +$280K +4,470 New
WP
107
WMS Partners
Maryland
$273K +$14.9K +238 +6%
FNBSF
108
First National Bank Sioux Falls
South Dakota
$257K – – –
KFAA
109
Klaas Financial Asset Advisors
Illinois
$255K +$96.4K +1,543 +61%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$249K +$249K +3,976 New
LFA
111
Level Financial Advisors
New York
$243K +$120K +1,907 +97%
ADL
112
Asset Dedication LLC
California
$243K +$206K +3,275 +550%
T
113
TRUADVICE
Florida
$224K +$7.92K +134 +4%
BEAM
114
Baker Ellis Asset Management
Washington
$219K – – –
US Bancorp
115
US Bancorp
Minnesota
$219K +$437 +7 +0.2%
LWM
116
Liberty Wealth Management
California
$208K +$208K +3,328 New
PWM
117
Perigon Wealth Management
California
$206K -$19.7K -315 -9%
Wealthfront Advisers
118
Wealthfront Advisers
California
$206K +$206K +3,290 New
HA
119
Herold Advisors
New York
$94.2K +$94.2K +1,505 New
Cerity Partners
120
Cerity Partners
New York
$69K +$69K +19,977 New
RIM
121
Rockbridge Investment Management
New York
$68.7K +$25.7K +406 +60%
BWS
122
BCR Wealth Strategies
Alabama
$50K +$10.1K +161 +25%
FAG
123
Fortitude Advisory Group
Washington
$47K – – –
SPIA
124
Steward Partners Investment Advisory
New York
$42K – – –
AF
125
Allworth Financial
California
$32K +$32K +511 New
2 3 4
5
6