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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

471 hedge funds and large institutions have $7.65B invested in Avantis International Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.32%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
62
Increased
221
Reduced
138
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.46B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$613M
3
Citadel Advisors
Citadel Advisors
Florida
$100M
4
PAS
Park Avenue Securities
New York
$37.5M
5
AC
AlphaCore Capital
California
$32.5M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$8.74M
2
PCA
Pallas Capital Advisors
Massachusetts
$0
3
NA
NewEdge Advisors
Louisiana
$4.46M
4
PAG
Private Advisor Group
New Jersey
$2.68M
5
Corient Private Wealth
Corient Private Wealth
Florida
$83.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
Schulz Wealth
Texas
$5.29M +$682K +8,600 +15%
CPIG
152
Chicago Partners Investment Group
Illinois
$5.27M -$78.4K -942 -1%
CL
153
COWA LLC
Oklahoma
$5.19M +$427K +5,378 +9%
HSWS
154
Higgins & Schmidt Wealth Strategies
Colorado
$5.18M -$391K -4,936 -7%
SFO
155
Stokes Family Office
Louisiana
$5.15M -$14.9K -188 -0.3%
EWA
156
Elevate Wealth Advisory
Georgia
$5.14M -$383K -4,835 -7%
PWS
157
Physician Wealth Solutions
Nevada
$5.12M -$180K -2,273 -3%
BCA
158
Ballentine Capital Advisors
South Carolina
$5.11M -$38.5K -485 -0.7%
OWA
159
Oak Wealth Advisors
Illinois
$5.09M +$310K +3,911 +6%
FWM
160
Fortress Wealth Management
California
$5.08M +$67.5K +852 +1%
HIF
161
Hill Island Financial
Michigan
$4.83M +$4.83M +60,887 New
XPN
162
XY Planning Network
Montana
$4.81M -$468K -5,897 -9%
CWMK
163
Caliber Wealth Management (Kansas)
Kansas
$4.67M +$562K +7,089 +14%
AFA
164
Avant Financial Advisors
Texas
$4.6M +$207K +2,613 +5%
OIA
165
OneDigital Investment Advisors
Kansas
$4.59M -$1.98M -25,013 -30%
NA
166
NewEdge Advisors
Louisiana
$4.46M -$5.64M -71,201 -56%
DWS
167
Discipline Wealth Solutions
South Carolina
$4.41M +$878K +11,078 +25%
FFO
168
Fortitude Family Office
Arizona
$4.39M -$2.31M -29,107 -34%
CPWM
169
Cypress Point Wealth Management
Texas
$4.36M -$183K -2,304 -4%
BWMG
170
Bannerman Wealth Management Group
Texas
$4.33M +$16.3K +206 +0.4%
TCM
171
Telos Capital Management
California
$4.23M +$125K +1,580 +3%
KPP
172
Kings Path Partners
Texas
$4.21M -$145K -1,826 -3%
SEIA
173
Signature Estate & Investment Advisors
California
$4.19M +$6.34K +80 +0.2%
KCPG
174
Kavar Capital Partners Group
Kansas
$4.17M +$716K +9,034 +21%
SFM
175
Signet Financial Management
New Jersey
$4.14M -$254K -3,202 -6%
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