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Avantis International Small Cap Value ETF

262 hedge funds and large institutions have $2.51B invested in Avantis International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 64 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+22
Holders Change %
+9.17%
% of All Funds
4.18%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.62%
New
30
Increased
135
Reduced
64
Closed
5
Calls
$75K
Puts
$23K
Net Calls
+$52K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
101
WealthShield Partners
North Carolina
$2.97M +$175K +3,018 +6%
SSW
102
Stone Summit Wealth
Florida
$2.92M +$152K +2,624 +5%
DWP
103
Destiny Wealth Partners
Florida
$2.88M +$251K +4,339 +10%
PA
104
Paragon Advisors
Texas
$2.85M -$825K -14,261 -22%
WFA
105
WMG Financial Advisors
Tennessee
$2.77M -$24.7K -427 -0.9%
PWIA
106
Porter White Investment Advisors
Alabama
$2.77M +$1.89M +32,662 +214%
Stifel Financial
107
Stifel Financial
Missouri
$2.77M -$164K -2,829 -6%
CCA
108
Checchi Capital Advisers
California
$2.69M +$279K +4,818 +12%
FG
109
Foster Group
Iowa
$2.64M +$56.3K +973 +2%
Bank of America
110
Bank of America
North Carolina
$2.5M -$96.8K -1,673 -4%
MRWM
111
ML&R Wealth Management
Texas
$2.47M +$65.3K +1,129 +3%
MWM
112
Merriman Wealth Management
Washington
$2.41M -$305K -5,274 -11%
FTUS
113
Flow Traders U.S.
New York
$2.4M +$2.4M +41,555 New
BA
114
Bridge Advisory
California
$2.37M -$78.5K -1,357 -3%
EWA
115
EverSource Wealth Advisors
Alabama
$2.36M +$179K +3,098 +8%
MWM
116
Modera Wealth Management
New Jersey
$2.35M +$146K +2,518 +7%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$2.28M +$2.78K +48 +0.1%
LW
118
Libra Wealth
California
$2.26M +$294K +5,082 +15%
PAG
119
Private Advisor Group
New Jersey
$2.15M +$411K +7,108 +24%
SFO
120
Stokes Family Office
Louisiana
$2.15M +$325K +5,619 +18%
PTC
121
Philadelphia Trust Company
Pennsylvania
$2.04M +$2.04M +35,314 New
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$2.03M -$7.81K -135 -0.4%
EFMC
123
Empire Financial Management Company
New York
$1.83M +$9.2K +159 +0.5%
KFAA
124
Klaas Financial Asset Advisors
Illinois
$1.71M +$53.6K +926 +3%
IWP
125
IAG Wealth Partners
Wisconsin
$1.7M -$219K -3,782 -11%