We are live on ! Find out more
AVDV icon

Avantis International Small Cap Value ETF

333 hedge funds and large institutions have $4.54B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 177 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 76

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $4.07B → $4.54B (+$477M)

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

5% more funds holding

Funds holding: 316333 (+17)

0.34% less ownership

Funds ownership: 81.26%80.91% (-0.34%)

Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
4.8%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.71%
New
39
Increased
177
Reduced
76
Closed
19
Calls
$72K
Puts
Net Calls
+$72K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
OA
101
Oceanside Advisors
South Carolina
$4.87M +$111K +1,779 +2%
OIA
102
OneDigital Investment Advisors
Kansas
$4.84M +$188K +3,021 +4%
DWM
103
Dopkins Wealth Management
New York
$4.83M +$253K +4,057 +6%
W
104
WealthCollab
Washington
$4.8M +$300K +4,807 +7%
EB
105
Emprise Bank
Kansas
$4.79M +$4.54M +72,744 New
CPA
106
Cardiff Park Advisors
California
$4.67M -$440K -7,064 -9%
CPIG
107
Chicago Partners Investment Group
Illinois
$4.62M +$41.8K +671 +1%
SEA
108
Stegent Equity Advisors
Texas
$4.43M +$417K +6,681 +11%
CCA
109
Checchi Capital Advisers
California
$4.43M +$1.07M +17,230 +34%
CPP
110
Capasso Planning Partners
South Carolina
$4.41M +$124K +1,988 +3%
FWM
111
Fonville Wealth Management
Virginia
$4.4M +$533K +8,546 +15%
EWA
112
Elevate Wealth Advisory
Georgia
$4.33M -$14.1K -226 -0.3%
Bank of America
113
Bank of America
North Carolina
$4.32M +$319K +5,121 +8%
WPC
114
Wedmont Private Capital
Pennsylvania
$4.3M +$186K +2,985 +5%
SDWIA
115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.22M +$385K +6,181 +11%
FG
116
Foster Group
Iowa
$4.14M +$1.07M +17,216 +38%
RFG
117
REAP Financial Group
Texas
$3.99M +$1.35M +21,635 +56%
BCA
118
Ballentine Capital Advisors
South Carolina
$3.95M +$127K +2,038 +3%
SMC
119
Smith, Moore & Co
Missouri
$3.94M +$648K +10,388 +21%
SFM
120
Signet Financial Management
New Jersey
$3.91M +$130K +2,082 +4%
FWM
121
Fortress Wealth Management
California
$3.89M +$172K +2,765 +5%
LW
122
Libra Wealth
California
$3.87M +$468K +7,512 +15%
PWS
123
Physician Wealth Solutions
Nevada
$3.83M +$301K +4,826 +9%
MWM
124
Modera Wealth Management
New Jersey
$3.79M +$440K +7,065 +14%
SSW
125
Stone Summit Wealth
Florida
$3.68M +$161K +2,575 +5%

AVDV Hedge Fund Activity: Q1 2024 in Review

333 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q1 2024, worth a combined $4.54B — up 12% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AVDV positions and 19 closed out — a net gain of 20 holders — while 177 added to existing stakes and 76 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $47.5M. The largest seller was Corient Private Wealth, cutting an estimated $16.8M.

  • 333 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q1 2024, up from 316 in Q4 2023.
  • Funds reported $4.54B of Avantis International Small Cap Value ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 39 funds opened new Avantis International Small Cap Value ETF positions in Q1 2024 and 19 closed out, a net change of +20 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $47.5M added.
  • The largest Avantis International Small Cap Value ETF seller in Q1 2024 was Corient Private Wealth, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2024.