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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

240 hedge funds and large institutions have $2.27B invested in Avantis International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.78%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
34
Increased
129
Reduced
50
Closed
13
Calls
$12K
Puts
$29K
Net Calls
-$17K
Net Calls Change
+$3.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$26.6M
2
SC
Savant Capital
Illinois
+$23.3M
3
EA
Efficient Advisors
Ohio
+$22.9M
4
Cerity Partners
Cerity Partners
New York
+$22M
5
MIAS
Mason Investment Advisory Services
Virginia
+$21.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.21M
2
UA
Unison Advisors
District of Columbia
-$2.24M
3
MWM
Merriman Wealth Management
Washington
-$2.15M
4
GA
Greenspring Advisors
Maryland
-$1.99M
5
DWA
Delap Wealth Advisory
Oregon
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
151
WorthPointe
California
$929K -$313K -5,430 -25%
VCM
152
Vivaldi Capital Management
Illinois
$913K +$133K +2,306 +17%
PWIA
153
Porter White Investment Advisors
Alabama
$878K +$878K +15,247 New
Betterment LLC
154
Betterment LLC
New York
$862K +$151K +2,626 +21%
CPWM
155
Cypress Point Wealth Management
Texas
$856K +$856K +14,867 New
AFAS
156
Acorn Financial Advisory Services
Virginia
$854K +$173 +3 +0%
FWM
157
FMB Wealth Management
California
$801K – – –
UBS Group
158
UBS Group
Switzerland
$780K +$279K +4,840 +56%
SFS
159
Sowell Financial Services
Arkansas
$739K +$739K +12,834 New
FMN
160
Financial Management Network
California
$702K +$702K +12,113 New
LA
161
LexAurum Advisors
Kansas
$695K +$18.6K +323 +3%
Wealthfront Advisers
162
Wealthfront Advisers
California
$643K +$221K +3,847 +52%
LFA
163
Lauterbach Financial Advisors
Texas
$622K -$8.17K -142 -1%
MML Investors Services
164
MML Investors Services
Massachusetts
$617K +$617K +10,724 New
BPA
165
Beacon Pointe Advisors
California
$606K -$12.1K -210 -2%
EAM
166
Evanson Asset Management
California
$576K +$11.6K +202 +2%
DWA
167
Delap Wealth Advisory
Oregon
$572K -$1M -17,446 -64%
NA
168
NewEdge Advisors
Louisiana
$566K +$162K +2,807 +40%
WFA
169
Websterrogers Financial Advisors
South Carolina
$530K – – –
CTC
170
Central Trust Company
Missouri
$527K – – –
KAS
171
Kestra Advisory Services
Texas
$506K -$451K -7,830 -47%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$503K +$1.5K +26 +0.3%
CAG
173
Curtis Advisory Group
California
$484K -$395K -6,867 -45%
ASN
174
Advisory Services Network
Georgia
$475K -$59.7K -1,038 -11%
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$473K -$334K -5,809 -41%
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7
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