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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
126
Chicago Partners Investment Group
Illinois
$5.01M +$291K +4,487 +6%
PAG
127
Poinciana Advisors Group
Florida
$4.93M +$4.93M +75,775 New
SMC
128
Smith, Moore & Co
Missouri
$4.91M +$214K +3,291 +5%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$4.81M +$1.32M +20,222 +38%
GBFP
130
Golden Bell Financial Planning
Georgia
$4.77M +$4.77M +73,276 New
GP
131
Greenline Partners
New York
$4.75M +$4.75M +72,973 New
XPN
132
XY Planning Network
Montana
$4.75M +$4.75M +72,946 New
EWA
133
Elevate Wealth Advisory
Georgia
$4.74M +$158K +2,465 +3%
SDWIA
134
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.6M +$72.8K +1,118 +2%
RWM
135
Rialto Wealth Management
New York
$4.58M +$4.58M +70,406 New
FF
136
Friday Financial
Iowa
$4.52M +$4.52M +69,414 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$4.48M +$1.78M +27,398 +66%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$4.46M +$214K +3,288 +5%
PWS
139
Physician Wealth Solutions
Nevada
$4.4M +$106K +1,631 +2%
FWM
140
Fortress Wealth Management
California
$4.34M +$307K +4,715 +8%
CCA
141
Checchi Capital Advisers
California
$4.31M -$828K -12,719 -16%
FFO
142
Fortitude Family Office
Arizona
$4.21M +$801K +12,312 +23%
BCA
143
Ballentine Capital Advisors
South Carolina
$4.14M +$25.6K +394 +0.6%
BOC
144
Bull Oak Capital
California
$4.1M +$356K +5,477 +10%
KAM
145
KEB Asset Management
Illinois
$4.1M +$2.56M +39,349 +167%
VAMG
146
Voisard Asset Management Group
Michigan
$4.04M +$3.47M +53,394 +617%
FNBSF
147
First National Bank Sioux Falls
South Dakota
$4.01M +$433K +6,650 +12%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$4M +$1.55M +23,826 +63%
HSWS
149
Higgins & Schmidt Wealth Strategies
Colorado
$3.96M +$3.96M +60,887 New
PWA
150
PCG Wealth Advisors
Kansas
$3.94M +$23.2K +356 +0.6%
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