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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

262 hedge funds and large institutions have $2.51B invested in Avantis International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 64 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+22
Holders Change %
+9.17%
% of All Funds
4.18%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.62%
New
30
Increased
135
Reduced
64
Closed
5
Calls
$75K
Puts
$23K
Net Calls
+$52K
Net Calls Change
+$69K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$60.6M
2
Cerity Partners
Cerity Partners
New York
+$36.8M
3
SC
Savant Capital
Illinois
+$27.8M
4
AAS
Annex Advisory Services
Wisconsin
+$22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.9M

Top Sellers

1
AI
Accredited Investors
Minnesota
-$34.5M
2
UA
Unison Advisors
District of Columbia
-$6.32M
3
OMC
Old Mission Capital
Illinois
-$6.31M
4
NCM
Northland Capital Management
Minnesota
-$3.22M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
151
Sowell Financial Services
Arkansas
$1.14M +$393K +6,787 +53%
GLA
152
Good Life Advisors
Pennsylvania
$1.13M +$48.8K +843 +4%
MAM
153
McLean Asset Management
Virginia
$1.09M -$3.73K -65 -0.3%
JTWM
154
Jackson Thornton Wealth Management
Alabama
$1.08M -$1.45K -25 -0.1%
CFO
155
CVA Family Office
Colorado
$1.07M -$973K -16,820 -48%
SWM
156
Seed Wealth Management
Illinois
$1.06M – – –
PCM
157
Passive Capital Management
Maryland
$1.05M -$330K -5,700 -24%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$1.04M +$58.7K +1,015 +6%
CCM
159
Coldstream Capital Management
Washington
$1.03M -$86.8K -1,500 -8%
UB
160
UMB Bank
Missouri
$1.01M -$895K -15,470 -47%
Betterment LLC
161
Betterment LLC
New York
$983K +$116K +2,013 +13%
SHFA
162
SC&H Financial Advisors
Maryland
$971K +$28.8K +498 +3%
RSWM
163
Robertson Stephens Wealth Management
California
$959K +$959K +16,583 New
CCMG
164
Clark Capital Management Group
Pennsylvania
$952K +$952K +16,459 New
ASN
165
Advisory Services Network
Georgia
$918K +$441K +7,617 +92%
VCM
166
Vivaldi Capital Management
Illinois
$896K -$21.7K -375 -2%
BAG
167
Briggs Advisory Group
Rhode Island
$889K +$889K +15,375 New
W
168
WorthPointe
California
$863K -$71K -1,227 -8%
CAG
169
Curtis Advisory Group
California
$859K +$372K +6,439 +77%
AFAS
170
Acorn Financial Advisory Services
Virginia
$843K -$3.94K -69 -0.5%
UBS Group
171
UBS Group
Switzerland
$823K +$39.3K +680 +5%
MML Investors Services
172
MML Investors Services
Massachusetts
$815K +$194K +3,359 +31%
FWM
173
FMB Wealth Management
California
$805K – – –
Wealthfront Advisers
174
Wealthfront Advisers
California
$756K +$110K +1,900 +17%
LA
175
LexAurum Advisors
Kansas
$728K +$29.6K +512 +4%
5 6
7
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