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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.01B
2
BSW
2
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
3
Creative Planning
Kansas
$321M
4
SC
4
Savant Capital
Illinois
$424M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$490K
2
HTC
2
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
3
LPL Financial
California
$13.5M
4
LFG
4
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
W
101
WealthCollab
Washington
$4.26M 68,115 +68,115 New
WFA
102
WMG Financial Advisors
Tennessee
$4.21M 67,359 +19,441 +41%
PCG
103
Prosperity Consulting Group
Maryland
$4.16M 66,615 -22,458 -25%
EWA
104
Elevate Wealth Advisory
Georgia
$4.12M 65,999 +65,999 New
CPP
105
Capasso Planning Partners
South Carolina
$4.06M 64,935 -22,432 -26%
SAG
106
SageView Advisory Group
California
$3.85M 62,447 +62,447 New
WPC
107
Wedmont Private Capital
Pennsylvania
$3.83M 61,667 +2,539 +4%
SEA
108
Stegent Equity Advisors
Texas
$3.79M 60,570 -17,266 -22%
Bank of America
109
Bank of America
North Carolina
$3.77M 60,409 +17,177 +40%
ACP
110
Aveo Capital Partners
Colorado
$3.75M 60,032 +2,606 +5%
SIMC
111
Squire Investment Management Company
Utah
$3.72M 59,461 +59,461 New
FWM
112
Fonville Wealth Management
Virginia
$3.64M 58,201 +58,201 New
SDWIA
113
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.62M 57,857 +1,474 +3%
SFM
114
Signet Financial Management
New Jersey
$3.58M 57,301 +1,971 +4%
BCA
115
Ballentine Capital Advisors
South Carolina
$3.57M 58,337 +58,337 New
FWM
116
Fortress Wealth Management
California
$3.51M 56,241 -12,639 -18%
DWP
117
Destiny Wealth Partners
Florida
$3.36M 54,457 +4,699 +9%
SSW
118
Stone Summit Wealth
Florida
$3.33M 53,356 +2,859 +6%
PWS
119
Physician Wealth Solutions
Nevada
$3.33M 53,265 +53,265 New
VCM
120
Versant Capital Management
Arizona
$3.3M 52,741 +418 +0.8%
WP
121
WealthShield Partners
North Carolina
$3.23M 51,765 +459 +0.9%
LW
122
Libra Wealth
California
$3.2M 51,275 +12,193 +31%
MWM
123
Modera Wealth Management
New Jersey
$3.16M 50,489 +9,881 +24%
CCA
124
Checchi Capital Advisers
California
$3.13M 50,020 +3,529 +8%
SMC
125
Smith, Moore & Co
Missouri
$3.08M 49,367 +49,367 New
3 4
5
6 7