We are live on ! Find out more
AVDV icon

Avantis International Small Cap Value ETF

197 hedge funds and large institutions have $1.65B invested in Avantis International Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 31

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

150% more funds holding in top 10

Funds holding in top 10: 1230 (+18)

56% more capital invested

Capital invested by funds: $1.05B → $1.65B (+$593M)

16% more funds holding

Funds holding: 170197 (+27)

5.48% more ownership

Funds ownership: 67.83%73.31% (+5.5%)

Holders
197
Holders Change
+27
Holders Change %
+15.88%
% of All Funds
3.17%
Holding in Top 10
30
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+150%
% of All Funds
0.48%
New
48
Increased
105
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
126
Raymond James & Associates
Florida
$1.01M +$653K +12,358 +213%
Osaic Holdings
127
Osaic Holdings
Arizona
$957K +$197K +3,724 +27%
JTWM
128
Jackson Thornton Wealth Management
Alabama
$943K +$63.3K +1,198 +8%
WW
129
Waterfront Wealth
Kansas
$887K +$251K +4,751 +47%
SHFA
130
SC&H Financial Advisors
Maryland
$870K +$107K +2,015 +15%
CBT
131
CoreFirst Bank & Trust
Kansas
$857K +$706K +13,360 +629%
Cerity Partners
132
Cerity Partners
New York
$828K -$1.25M -23,549 -96%
AFAS
133
Acorn Financial Advisory Services
Virginia
$821K +$194K +3,671 +33%
IA
134
IFP Advisors
Florida
$797K -$47.3K -895 -5%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$787K +$236K +4,454 +51%
FWM
136
FMB Wealth Management
California
$770K +$736K +13,920 New
VCM
137
Vivaldi Capital Management
Illinois
$700K +$86.8K +1,642 +15%
BPA
138
Beacon Pointe Advisors
California
$655K
LFA
139
Lauterbach Financial Advisors
Texas
$620K +$593K +11,205 New
PAG
140
Private Advisor Group
New Jersey
$618K +$268K +5,075 +35%
Betterment LLC
141
Betterment LLC
New York
$603K +$125K +2,364 +28%
BAM
142
Baldrige Asset Management
Pennsylvania
$581K +$58.4K +1,105 +12%
FNBSF
143
First National Bank Sioux Falls
South Dakota
$561K +$134K +2,533 +33%
EAM
144
Evanson Asset Management
California
$543K +$189K +3,578 +57%
OMC
145
Old Mission Capital
Illinois
$540K +$28.1K +531 +6%
LA
146
LexAurum Advisors
Kansas
$537K +$36K +681 +8%
WFA
147
Websterrogers Financial Advisors
South Carolina
$509K
ASN
148
Advisory Services Network
Georgia
$507K +$68.2K +1,289 +16%
CTC
149
Central Trust Company
Missouri
$505K +$6.08K +115 +1%
Renaissance Technologies
150
Renaissance Technologies
New York
$470K +$5.29K +100 +1%

AVDV Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q4 2022, worth a combined $1.65B — up 56% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AVDV positions and 17 closed out — a net gain of 31 holders — while 105 added to existing stakes and 31 trimmed.

The largest buyer was Creative Planning, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $30.1M.

  • 197 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q4 2022, up from 170 in Q3 2022.
  • Funds reported $1.65B of Avantis International Small Cap Value ETF stock for Q4 2022, up 56% quarter-over-quarter.
  • 48 funds opened new Avantis International Small Cap Value ETF positions in Q4 2022 and 17 closed out, a net change of +31 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q4 2022 was Creative Planning, an estimated $155M added.
  • The largest Avantis International Small Cap Value ETF seller in Q4 2022 was Jane Street, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2022.