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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWG
101
Seven Springs Wealth Group
Tennessee
$6.56M +$35.3K +543 +0.5%
PWIA
102
Porter White Investment Advisors
Alabama
$6.43M +$206K +3,163 +3%
JTWM
103
Jackson Thornton Wealth Management
Alabama
$6.4M +$915K +14,053 +17%
WFA
104
WMG Financial Advisors
Tennessee
$6.18M +$307K +4,713 +5%
AF
105
Allworth Financial
California
$6.07M +$6.06M +91,978 +45,534%
WPC
106
Wedmont Private Capital
Pennsylvania
$6.01M +$502K +7,862 +9%
CBT
107
CoreFirst Bank & Trust
Kansas
$5.99M -$32.3K -497 -0.5%
LW
108
Libra Wealth
California
$5.96M +$1.24M +19,077 +26%
BAM
109
Bayshore Asset Management
Florida
$5.92M -$1.17K -18 -0%
PCA
110
Pallas Capital Advisors
Massachusetts
$5.82M -$45.8K -704 -0.8%
Mariner
111
Mariner
Kansas
$5.74M -$336K -5,164 -6%
W
112
WealthCollab
Washington
$5.66M +$450K +6,912 +9%
MFG
113
Magnus Financial Group
New York
$5.63M +$302K +4,634 +6%
Bank of America
114
Bank of America
North Carolina
$5.63M +$126K +1,930 +2%
TI
115
Truepoint Inc
Ohio
$5.6M +$310K +4,763 +6%
FWM
116
Fonville Wealth Management
Virginia
$5.58M +$645K +9,918 +13%
DWM
117
Dopkins Wealth Management
New York
$5.54M +$3.17M +48,687 +134%
OIA
118
OneDigital Investment Advisors
Kansas
$5.43M +$277K +4,256 +5%
RFG
119
REAP Financial Group
Texas
$5.33M +$18.5K +284 +0.3%
OA
120
Oceanside Advisors
South Carolina
$5.3M +$217K +3,331 +4%
ACP
121
Aveo Capital Partners
Colorado
$5.27M -$609K -9,355 -10%
KFAA
122
Klaas Financial Asset Advisors
Illinois
$5.26M +$106K +1,625 +2%
PWM
123
Parkshore Wealth Management
California
$5.19M +$5.19M +79,731 New
AA
124
Armis Advisers
Georgia
$5.15M +$5.15M +79,136 New
CPA
125
Cardiff Park Advisors
California
$5.07M +$413K +6,347 +9%
3 4
5
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