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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 %
GA
101
Greenspring Advisors
Maryland
$1.99M +$262K +4,477 +15%
IWP
102
IAG Wealth Partners
Wisconsin
$1.92M -$36.7K -627 -2%
EWA
103
EP Wealth Advisors
California
$1.91M -$370K -6,327 -16%
FDDB
104
Fidelity D&D Bancorp
Pennsylvania
$1.83M +$1.83M +27,756 New
LW
105
Libra Wealth
California
$1.82M +$5.73K +98 +0.3%
SWM
106
Soundmark Wealth Management
Washington
$1.74M -$101K -1,731 -5%
PAG
107
Private Advisor Group
New Jersey
$1.72M +$587K +10,031 +52%
CPA
108
Capital Performance Advisors
California
$1.6M +$23.1K +395 +1%
KAM
109
Kraft Asset Management
Tennessee
$1.6M -$26.3K -450 -2%
DWA
110
Delap Wealth Advisory
Oregon
$1.6M +$128K +2,187 +9%
KFAA
111
Klaas Financial Asset Advisors
Illinois
$1.6M +$115K +1,974 +8%
TIM
112
Tortoise Investment Management
New York
$1.57M -$14.3K -244 -0.9%
MWM
113
Modera Wealth Management
New Jersey
$1.56M -$58 -1 -0%
PAS
114
Park Avenue Securities
New York
$1.52M +$301K +5,150 +25%
SFO
115
Stokes Family Office
Louisiana
$1.5M +$1.5M +25,676 New
OMC
116
Old Mission Capital
Illinois
$1.46M +$891K +15,243 +156%
AFS
117
Annapolis Financial Services
Maryland
$1.43M +$46.7K +798 +3%
PCM
118
Passive Capital Management
Maryland
$1.38M – – –
EFMC
119
Empire Financial Management Company
New York
$1.35M +$1.35M +23,013 New
Osaic Holdings
120
Osaic Holdings
Arizona
$1.33M +$319K +5,459 +32%
FFA
121
Farther Finance Advisors
California
$1.3M +$196K +3,358 +18%
TI
122
Truepoint Inc
Ohio
$1.28M – – –
W
123
WorthPointe
California
$1.26M -$349K -5,962 -22%
GCA
124
Gradient Capital Advisors
California
$1.26M -$82K -1,403 -6%
GC
125
Gibson Capital
Pennsylvania
$1.24M -$315K -5,385 -20%
3 4
5
6 7