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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

223 hedge funds and large institutions have $1.97B invested in Avantis International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+27
Holders Change %
+13.78%
% of All Funds
3.57%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
35
Increased
117
Reduced
51
Closed
6
Calls
$1.17M
Puts
$4.49M
Net Calls
-$3.32M
Net Calls Change
-$3.32M

Top Buyers

1
MIAS
Mason Investment Advisory Services
Virginia
+$106M
2
HTC
Haverford Trust Company
Pennsylvania
+$84.3M
3
UA
Unison Advisors
District of Columbia
+$19M
4
SC
Savant Capital
Illinois
+$15.9M
5
AI
Accredited Investors
Minnesota
+$11.7M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$39.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.31M
4
KAS
Kestra Advisory Services
Texas
-$5.54M
5
MWM
Merriman Wealth Management
Washington
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Baldrige Asset Management
Pennsylvania
$680K +$66.1K +1,130 +11%
IFS
152
Intelligent Financial Strategies
Minnesota
$680K -$1.2M -20,501 -64%
LFA
153
Lauterbach Financial Advisors
Texas
$641K -$14.7K -251 -2%
BPA
154
Beacon Pointe Advisors
California
$628K -$64K -1,095 -9%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$598K -$838K -14,340 -58%
EAM
156
Evanson Asset Management
California
$573K – – –
ASN
157
Advisory Services Network
Georgia
$543K +$6.96K +119 +1%
WFA
158
Websterrogers Financial Advisors
South Carolina
$538K – – –
CTC
159
Central Trust Company
Missouri
$536K +$2.69K +46 +0.5%
GLA
160
Good Life Advisors
Pennsylvania
$519K +$300K +5,137 +137%
UBS Group
161
UBS Group
Switzerland
$509K +$195K +3,334 +62%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$509K +$509K +8,707 New
ADL
163
Asset Dedication LLC
California
$493K +$99.6K +1,698 +25%
LFA
164
Level Financial Advisors
New York
$451K -$6.96K -119 -2%
Wealthfront Advisers
165
Wealthfront Advisers
California
$429K +$54.8K +937 +15%
VCA
166
Verdence Capital Advisors
Maryland
$428K +$428K +7,320 New
Renaissance Technologies
167
Renaissance Technologies
New York
$412K -$85.1K -1,455 -17%
NA
168
NewEdge Advisors
Louisiana
$411K +$370K +6,329 +900%
TP
169
Tranquility Partners
Tennessee
$409K -$175 -3 -0%
IFA
170
Index Fund Advisors
California
$399K +$399K +6,830 New
PCMC
171
Paragon Capital Management (Colorado)
Colorado
$397K – – –
CAC
172
Certified Advisory Corp
Florida
$389K +$83K +1,420 +27%
SRC
173
Sage Rhino Capital
California
$389K – – –
EWA
174
Etesian Wealth Advisors
Oregon
$370K +$36.4K +622 +11%
BJL
175
Brighton Jones LLC
Washington
$363K +$363K +6,215 New
5 6
7
8 9