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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

223 hedge funds and large institutions have $1.97B invested in Avantis International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+27
Holders Change %
+13.78%
% of All Funds
3.57%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
35
Increased
117
Reduced
51
Closed
6
Calls
$1.17M
Puts
$4.49M
Net Calls
-$3.32M
Net Calls Change
-$3.32M

Top Buyers

1
MIAS
Mason Investment Advisory Services
Virginia
+$106M
2
HTC
Haverford Trust Company
Pennsylvania
+$84.3M
3
UA
Unison Advisors
District of Columbia
+$19M
4
SC
Savant Capital
Illinois
+$15.9M
5
AI
Accredited Investors
Minnesota
+$11.7M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$39.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.31M
4
KAS
Kestra Advisory Services
Texas
-$5.54M
5
MWM
Merriman Wealth Management
Washington
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
126
Global Trust Asset Management
Florida
$1.23M -$8.77K -150 -0.7%
RJA
127
Raymond James & Associates
Florida
$1.14M +$77.3K +1,322 +7%
THL
128
Tillman Hartley LLC
Colorado
$1.12M +$41.1K +703 +4%
JTWM
129
Jackson Thornton Wealth Management
Alabama
$1.09M +$98.2K +1,679 +10%
MAM
130
McLean Asset Management
Virginia
$1.09M -$225K -3,840 -17%
CCM
131
Coldstream Capital Management
Washington
$1.07M -$321K -5,488 -23%
SWM
132
Seed Wealth Management
Illinois
$1.07M -$11.7K -200 -1%
FIA
133
Foundations Investment Advisors
Arizona
$1.05M -$202K -3,460 -16%
IA
134
IFP Advisors
Florida
$982K +$184K +3,715 +23%
KAS
135
Kestra Advisory Services
Texas
$972K -$5.54M -94,788 -85%
SHFA
136
SC&H Financial Advisors
Maryland
$944K +$24.4K +418 +3%
WW
137
Waterfront Wealth
Kansas
$942K +$75.6K +1,293 +9%
SC
138
Seldon Capital
California
$936K +$468K +8,000 +100%
CAG
139
Curtis Advisory Group
California
$894K +$642K +10,974 +255%
FNBSF
140
First National Bank Sioux Falls
South Dakota
$892K +$299K +5,118 +51%
AFAS
141
Acorn Financial Advisory Services
Virginia
$868K +$351 +6 +0%
SRC
142
Shufro Rose & Co
New York
$850K +$497K +8,501 +141%
CPWMP
143
Cardinal Point Wealth Management Partners
California
$821K +$386K +6,600 +89%
CPCM
144
Cardinal Point Capital Management
Ontario, Canada
$821K +$386K +6,600 +89%
FWM
145
FMB Wealth Management
California
$814K – – –
VCM
146
Vivaldi Capital Management
Illinois
$793K +$74.8K +1,279 +10%
Cerity Partners
147
Cerity Partners
New York
$729K +$676K +11,552 +1,267%
Betterment LLC
148
Betterment LLC
New York
$722K +$85.5K +1,463 +13%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$709K -$65.4K -1,119 -8%
LA
150
LexAurum Advisors
Kansas
$687K +$120K +2,045 +21%
4 5
6
7 8