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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

328 hedge funds and large institutions have $4.72B invested in Avantis International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 192 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
4.77%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.68%
New
27
Increased
192
Reduced
75
Closed
26
Calls
$6K
Puts
$32K
Net Calls
-$26K
Net Calls Change
-$98K

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$57.2M
2
SC
Savant Capital
Illinois
+$43.2M
3
AI
Accredited Investors
Minnesota
+$32.2M
4
FG
Foster Group
Iowa
+$31.9M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$28.6M

Top Sellers

1
UA
Unison Advisors
District of Columbia
-$36.7M
2
AAS
Annex Advisory Services
Wisconsin
-$36.6M
3
LFG
Larson Financial Group
Missouri
-$27.1M
4
OMC
Old Mission Capital
Illinois
-$25.7M
5
SSW
Stone Summit Wealth
Florida
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$5.15M +$1.66M +25,620 +48%
JTWM
102
Jackson Thornton Wealth Management
Alabama
$5.08M +$22.3K +344 +0.4%
OIA
103
OneDigital Investment Advisors
Kansas
$5.04M +$275K +4,227 +6%
KFAA
104
Klaas Financial Asset Advisors
Illinois
$5.03M +$3.01M +46,321 +149%
OA
105
Oceanside Advisors
South Carolina
$4.98M +$185K +2,842 +4%
W
106
WealthCollab
Washington
$4.97M +$234K +3,596 +5%
Wells Fargo
107
Wells Fargo
California
$4.91M +$102K +1,578 +2%
WPC
108
Wedmont Private Capital
Pennsylvania
$4.89M +$507K +7,488 +12%
DWM
109
Dopkins Wealth Management
New York
$4.8M +$36K +554 +0.8%
RFG
110
REAP Financial Group
Texas
$4.76M +$829K +12,759 +21%
CPIG
111
Chicago Partners Investment Group
Illinois
$4.75M -$10.3K -154 -0.2%
FWM
112
Fonville Wealth Management
Virginia
$4.75M +$411K +6,326 +9%
CPA
113
Cardiff Park Advisors
California
$4.65M +$47.3K +728 +1%
CCA
114
Checchi Capital Advisers
California
$4.64M +$274K +4,225 +6%
PAG
115
Private Advisor Group
New Jersey
$4.61M +$1.29M +19,925 +39%
EWA
116
Elevate Wealth Advisory
Georgia
$4.54M +$269K +4,137 +6%
SDWIA
117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.4M +$243K +3,743 +6%
Bank of America
118
Bank of America
North Carolina
$4.33M +$71.5K +1,101 +2%
LW
119
Libra Wealth
California
$4.25M +$430K +6,627 +11%
MBFW
120
Morton Brown Family Wealth
Pennsylvania
$4.21M +$4.21M +62,464 New
BCA
121
Ballentine Capital Advisors
South Carolina
$4.08M +$156K +2,395 +4%
SMC
122
Smith, Moore & Co
Missouri
$4.04M +$159K +2,451 +4%
PWS
123
Physician Wealth Solutions
Nevada
$4.04M +$265K +4,084 +7%
CPP
124
Capasso Planning Partners
South Carolina
$3.93M -$415K -6,391 -10%
FWM
125
Fortress Wealth Management
California
$3.93M +$93.2K +1,435 +2%
3 4
5
6 7