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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

330 hedge funds and large institutions have $4.5B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
4.78%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
39
Increased
175
Reduced
75
Closed
19
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$3K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$50.2M
2
SC
Savant Capital
Illinois
+$35.7M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35M
4
EF
Empowered Funds
Pennsylvania
+$28.7M
5
Creative Planning
Creative Planning
Kansas
+$28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$17.7M
2
CCM
Carlson Capital Management
Minnesota
-$17.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.2M
4
Jane Street
Jane Street
New York
-$11.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthShield Partners
North Carolina
$3.52M +$113K +1,719 +3%
SW
127
Schulz Wealth
Texas
$3.48M +$488K +7,405 +16%
VCM
128
Versant Capital Management
Arizona
$3.48M +$6.92K +105 +0.2%
CPWM
129
Cypress Point Wealth Management
Texas
$3.45M +$1.18M +17,865 +52%
SFO
130
Stokes Family Office
Louisiana
$3.37M +$241K +3,665 +8%
PAG
131
Private Advisor Group
New Jersey
$3.36M +$368K +5,584 +12%
Stifel Financial
132
Stifel Financial
Missouri
$3.13M -$52.3K -794 -2%
DWP
133
Destiny Wealth Partners
Florida
$3.12M -$468K -7,103 -13%
BFWM
134
Bright Futures Wealth Management
New York
$3.08M +$3.08M +47,438 New
BOC
135
Bull Oak Capital
California
$3.07M +$3.05M +46,314 +14,163%
PWA
136
PCG Wealth Advisors
Kansas
$3.05M -$141K -2,148 -4%
PCG
137
Prosperity Consulting Group
Maryland
$3.02M -$1.36M -20,705 -31%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$3M +$1.78M +27,058 +146%
PWMG
139
Private Wealth Management Group
New Jersey
$3M +$353K +5,355 +13%
NEI
140
Northwest & Ethical Investments
Ontario, Canada
$2.83M +$2.83M +42,900 New
MML Investors Services
141
MML Investors Services
Massachusetts
$2.8M +$851K +12,921 +44%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$2.78M +$158K +2,397 +6%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$2.69M -$170K -2,586 -6%
EWA
144
EverSource Wealth Advisors
Alabama
$2.61M -$234K -3,634 -8%
CA
145
Continuum Advisory
Idaho
$2.6M +$18.7K +280 +0.7%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$2.56M -$9.06M -137,531 -78%
WW
147
Waterfront Wealth
Kansas
$2.47M +$584K +9,030 +31%
FTUS
148
Flow Traders U.S.
New York
$2.44M +$707K +10,734 +41%
EFMC
149
Empire Financial Management Company
New York
$2.43M +$235K +3,573 +11%
FNBSF
150
First National Bank Sioux Falls
South Dakota
$2.43M +$319K +4,849 +15%
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