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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.01B
2
BSW
2
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
3
Creative Planning
Kansas
$321M
4
SC
4
Savant Capital
Illinois
$424M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$490K
2
HTC
2
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
3
LPL Financial
California
$13.5M
4
LFG
4
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
126
PCG Wealth Advisors
Kansas
$3.03M 48,409 +44,930 +1,291%
Stifel Financial
127
Stifel Financial
Missouri
$3.02M 48,325 +508 +1%
SFO
128
Stokes Family Office
Louisiana
$2.97M 47,564 +10,483 +28%
FWP
129
Family Wealth Partners
North Carolina
$2.96M 47,399 +47,399 New
MRWM
130
ML&R Wealth Management
Texas
$2.86M 45,689 +2,992 +7%
PAG
131
Private Advisor Group
New Jersey
$2.84M 45,495 +8,294 +22%
SW
132
Schulz Wealth
Texas
$2.84M 45,468 +45,468 New
EWA
133
EverSource Wealth Advisors
Alabama
$2.75M 44,053 +3,326 +8%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$2.71M 43,371 +18,756 +76%
FG
135
Foster Group
Iowa
$2.64M 45,648 – –
PWMG
136
Private Wealth Management Group
New Jersey
$2.51M 40,203 +40,203 New
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$2.48M 39,758 +396 +1%
RFG
138
REAP Financial Group
Texas
$2.43M 38,899 +38,899 New
CA
139
Continuum Advisory
Idaho
$2.42M 38,730 -32,494 -46%
EFA
140
Efficient Frontier Advisors
Connecticut
$2.27M 36,374 +36,374 New
CPWM
141
Cypress Point Wealth Management
Texas
$2.16M 34,494 +8,517 +33%
AA
142
Aire Advisors
California
$2.11M 33,734 +33,734 New
EFMC
143
Empire Financial Management Company
New York
$2.08M 33,312 +1,640 +5%
KAM
144
Kraft Asset Management
Tennessee
$2.01M 32,225 +5,361 +20%
FNBSF
145
First National Bank Sioux Falls
South Dakota
$2M 31,974 +6,518 +26%
PTC
146
Philadelphia Trust Company
Pennsylvania
$1.99M 31,843 -3,471 -10%
TIM
147
Tortoise Investment Management
New York
$1.94M 31,124 +2,578 +9%
BA
148
Bridge Advisory
California
$1.94M 31,043 -9,988 -24%
KFAA
149
Klaas Financial Asset Advisors
Illinois
$1.94M 31,035 +1,422 +5%
AC
150
Adroit Compliance
$1.94M 31,035 +31,035 New
4 5
6
7 8