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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

328 hedge funds and large institutions have $4.72B invested in Avantis International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 192 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
4.77%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.68%
New
27
Increased
192
Reduced
75
Closed
26
Calls
$6K
Puts
$32K
Net Calls
-$26K
Net Calls Change
-$98K

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$57.2M
2
SC
Savant Capital
Illinois
+$43.2M
3
AI
Accredited Investors
Minnesota
+$32.2M
4
FG
Foster Group
Iowa
+$31.9M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$28.6M

Top Sellers

1
UA
Unison Advisors
District of Columbia
-$36.7M
2
AAS
Annex Advisory Services
Wisconsin
-$36.6M
3
LFG
Larson Financial Group
Missouri
-$27.1M
4
OMC
Old Mission Capital
Illinois
-$25.7M
5
SSW
Stone Summit Wealth
Florida
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Modera Wealth Management
New Jersey
$3.85M +$113K +1,733 +3%
PWA
127
PCG Wealth Advisors
Kansas
$3.83M +$830K +12,775 +28%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$3.79M +$3M +46,198 +381%
SFM
129
Signet Financial Management
New Jersey
$3.78M -$75.6K -1,164 -2%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.74M -$1.18M -18,220 -24%
SAG
131
SageView Advisory Group
California
$3.74M +$3.74M +57,632 New
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$3.7M +$1.05M +16,195 +40%
CPWM
133
Cypress Point Wealth Management
Texas
$3.55M +$151K +2,321 +4%
SFO
134
Stokes Family Office
Louisiana
$3.51M +$178K +2,743 +5%
VCM
135
Versant Capital Management
Arizona
$3.43M -$2.92K -45 -0.1%
WP
136
WealthShield Partners
North Carolina
$3.42M -$58.7K -904 -2%
SW
137
Schulz Wealth
Texas
$3.34M -$98.7K -1,520 -3%
FFO
138
Fortitude Family Office
Arizona
$3.28M +$3.28M +50,532 New
Stifel Financial
139
Stifel Financial
Missouri
$3.26M +$178K +2,737 +6%
BFWM
140
Bright Futures Wealth Management
New York
$3.23M +$168K +2,606 +5%
DWP
141
Destiny Wealth Partners
Florida
$3.19M +$117K +1,795 +4%
FNBSF
142
First National Bank Sioux Falls
South Dakota
$3.16M +$768K +11,822 +32%
KPP
143
Kings Path Partners
Texas
$2.94M +$2.94M +45,224 New
EWA
144
EverSource Wealth Advisors
Alabama
$2.93M +$184K +2,705 +7%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$2.75M -$206K -3,175 -7%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$2.7M -$42K -647 -2%
MML Investors Services
147
MML Investors Services
Massachusetts
$2.67M -$83.6K -1,287 -3%
DWM
148
Dogwood Wealth Management
Kansas
$2.59M +$1M +15,448 +63%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$2.59M +$1.37M +20,959 +112%
ASN
150
Advisory Services Network
Georgia
$2.57M +$1.54M +23,742 +150%
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