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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

330 hedge funds and large institutions have $4.5B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
4.78%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
39
Increased
175
Reduced
75
Closed
19
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$3K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$50.2M
2
SC
Savant Capital
Illinois
+$35.7M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35M
4
EF
Empowered Funds
Pennsylvania
+$28.7M
5
Creative Planning
Creative Planning
Kansas
+$28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$17.7M
2
CCM
Carlson Capital Management
Minnesota
-$17.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.2M
4
Jane Street
Jane Street
New York
-$11.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
101
Dopkins Wealth Management
New York
$4.83M +$267K +4,057 +6%
W
102
WealthCollab
Washington
$4.8M +$317K +4,807 +7%
EB
103
Emprise Bank
Kansas
$4.79M +$4.79M +72,744 New
CPA
104
Cardiff Park Advisors
California
$4.67M -$465K -7,064 -9%
CPIG
105
Chicago Partners Investment Group
Illinois
$4.62M +$43.5K +671 +1%
SEA
106
Stegent Equity Advisors
Texas
$4.43M +$440K +6,681 +11%
CCA
107
Checchi Capital Advisers
California
$4.43M +$1.13M +17,230 +34%
CPP
108
Capasso Planning Partners
South Carolina
$4.41M +$131K +1,988 +3%
FWM
109
Fonville Wealth Management
Virginia
$4.4M +$563K +8,546 +15%
EWA
110
Elevate Wealth Advisory
Georgia
$4.33M -$14.9K -226 -0.3%
Bank of America
111
Bank of America
North Carolina
$4.32M +$337K +5,121 +8%
WPC
112
Wedmont Private Capital
Pennsylvania
$4.3M +$198K +2,985 +5%
SDWIA
113
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.22M +$407K +6,181 +11%
FG
114
Foster Group
Iowa
$4.14M +$1.13M +17,216 +38%
RFG
115
REAP Financial Group
Texas
$3.99M +$1.42M +21,635 +56%
BCA
116
Ballentine Capital Advisors
South Carolina
$3.95M +$133K +2,038 +3%
SMC
117
Smith, Moore & Co
Missouri
$3.94M +$684K +10,388 +21%
SFM
118
Signet Financial Management
New Jersey
$3.91M +$137K +2,082 +4%
FWM
119
Fortress Wealth Management
California
$3.89M +$182K +2,765 +5%
LW
120
Libra Wealth
California
$3.87M +$495K +7,512 +15%
PWS
121
Physician Wealth Solutions
Nevada
$3.83M +$318K +4,826 +9%
MWM
122
Modera Wealth Management
New Jersey
$3.79M +$465K +7,065 +14%
SSW
123
Stone Summit Wealth
Florida
$3.68M +$170K +2,575 +5%
PFS
124
Prospera Financial Services
Texas
$3.57M +$2M +30,331 +127%
NA
125
NewEdge Advisors
Louisiana
$3.54M +$1.58M +24,009 +81%
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5
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