AVDV icon

Avantis International Small Cap Value ETF

240 hedge funds and large institutions have $2.27B invested in Avantis International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.78%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
34
Increased
129
Reduced
50
Closed
13
Calls
$12K
Puts
$29K
Net Calls
-$17K
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
101
Destiny Wealth Partners
Florida
$2.73M +$149K +2,482 +6%
MWM
102
Merriman Wealth Management
Washington
$2.7M -$2.15M -37,332 -44%
Bank of America
103
Bank of America
North Carolina
$2.58M -$478K -8,308 -16%
FG
104
Foster Group
Iowa
$2.57M +$308K +5,359 +14%
SPC
105
Sigma Planning Corp
Michigan
$2.49M +$220K +3,815 +10%
BA
106
Bridge Advisory
California
$2.44M +$230 +4 +0%
CCA
107
Checchi Capital Advisers
California
$2.4M +$99.7K +1,732 +4%
MRWM
108
ML&R Wealth Management
Texas
$2.39M -$31.6K -549 -1%
BDWCC
109
B&D White Capital Company
Texas
$2.32M +$325K +5,649 +16%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.26M -$1.78K -31 -0.1%
MWM
111
Modera Wealth Management
New Jersey
$2.19M +$659K +11,448 +43%
EWA
112
EverSource Wealth Advisors
Alabama
$2.17M -$25.7K -447 -1%
CFO
113
CVA Family Office
Colorado
$2.04M -$8.29K -144 -0.4%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$2.03M -$126K -2,196 -6%
NL
115
NWAM LLC
Washington
$1.96M +$1.96M +34,086 New
LW
116
Libra Wealth
California
$1.96M +$169K +2,943 +9%
IWP
117
IAG Wealth Partners
Wisconsin
$1.91M +$19.5K +339 +1%
UB
118
UMB Bank
Missouri
$1.9M -$291K -5,047 -13%
EFMC
119
Empire Financial Management Company
New York
$1.81M +$489K +8,500 +37%
SFO
120
Stokes Family Office
Louisiana
$1.81M +$333K +5,786 +23%
PAG
121
Private Advisor Group
New Jersey
$1.78M +$36.2K +612 +2%
SWM
122
Soundmark Wealth Management
Washington
$1.69M -$28.7K -499 -2%
EWA
123
EP Wealth Advisors
California
$1.65M +$864K +35,795 +110%
KFAA
124
Klaas Financial Asset Advisors
Illinois
$1.65M +$76.7K +1,333 +5%
WW
125
Waterfront Wealth
Kansas
$1.61M +$635K +10,508 +65%