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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

360 hedge funds and large institutions have $5.41B invested in Avantis International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+33
Holders Change %
+10.09%
% of All Funds
5.21%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.65%
New
47
Increased
175
Reduced
81
Closed
13
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$12K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$203M
2
SC
Savant Capital
Illinois
$631M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.21B
4
Creative Planning
Creative Planning
Kansas
$448M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$178M

Top Sellers

1
SP
Symmetry Partners
Connecticut
$1.47M
2
PA
Paragon Advisors
Texas
$235K
3
GA
Goldstein Advisors
Wisconsin
$405K
4
MWM
Merriman Wealth Management
Washington
$1.98M
5
Citadel Advisors
Citadel Advisors
Florida
$953K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
101
Bank of America
North Carolina
$5.98M +$1.27M +17,944 +27%
JTWM
102
Jackson Thornton Wealth Management
Alabama
$5.96M +$432K +6,106 +8%
MFG
103
Magnus Financial Group
New York
$5.79M +$83K +1,174 +1%
RFG
104
REAP Financial Group
Texas
$5.77M +$593K +8,391 +11%
TI
105
Truepoint Inc
Ohio
$5.74M +$108K +1,530 +2%
W
106
WealthCollab
Washington
$5.65M +$246K +3,484 +5%
Wells Fargo
107
Wells Fargo
California
$5.6M +$260K +3,684 +5%
KFAA
108
Klaas Financial Asset Advisors
Illinois
$5.6M +$128K +1,809 +2%
OIA
109
OneDigital Investment Advisors
Kansas
$5.6M +$107K +1,508 +2%
CCA
110
Checchi Capital Advisers
California
$5.58M +$524K +7,414 +10%
OA
111
Oceanside Advisors
South Carolina
$5.52M +$92.5K +1,309 +2%
FWM
112
Fonville Wealth Management
Virginia
$5.36M +$192K +2,720 +4%
LW
113
Libra Wealth
California
$5.12M +$501K +7,093 +11%
SMC
114
Smith, Moore & Co
Missouri
$5.1M +$707K +10,011 +16%
CPA
115
Cardiff Park Advisors
California
$5.06M -$283 -4 -0%
EWA
116
Elevate Wealth Advisory
Georgia
$5.05M +$114K +1,610 +2%
SDWIA
117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.92M +$125K +1,772 +3%
CPIG
118
Chicago Partners Investment Group
Illinois
$4.9M +$115K +1,711 +2%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$4.61M +$581K +8,227 +14%
SW
120
Simplicity Wealth
New Jersey
$4.54M +$4.05M +57,363 +838%
BCA
121
Ballentine Capital Advisors
South Carolina
$4.47M +$31.7K +448 +0.7%
PWS
122
Physician Wealth Solutions
Nevada
$4.42M +$253K +3,771 +6%
FWM
123
Fortress Wealth Management
California
$4.38M +$107K +1,519 +3%
CPP
124
Capasso Planning Partners
South Carolina
$4.35M +$74.8K +1,059 +2%
PWA
125
PCG Wealth Advisors
Kansas
$4.25M +$82.9K +1,173 +2%
3 4
5
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