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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
2
BSW
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
Creative Planning
Kansas
$321M
4
SC
Savant Capital
Illinois
$424M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$490K
2
HTC
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
LPL Financial
California
$13.5M
4
LFG
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EP Wealth Advisors
California
$1.93M +$139K +2,221 +8%
CPA
152
Capital Performance Advisors
California
$1.91M +$163K +2,614 +9%
FIA
153
Foundations Investment Advisors
Arizona
$1.9M +$130K +2,109 +7%
NA
154
NewEdge Advisors
Louisiana
$1.85M +$477K +7,665 +35%
MML Investors Services
155
MML Investors Services
Massachusetts
$1.85M +$965K +15,446 +110%
WW
156
Waterfront Wealth
Kansas
$1.82M +$4.5K +72 +0.2%
AFS
157
Annapolis Financial Services
Maryland
$1.81M +$78.1K +1,249 +5%
FDDB
158
Fidelity D&D Bancorp
Pennsylvania
$1.73M -$41.7K -667 -2%
CCM
159
Coldstream Capital Management
Washington
$1.72M +$616K +9,859 +56%
FTUS
160
Flow Traders U.S.
New York
$1.65M -$950K -15,204 -37%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$1.56M +$436K +6,971 +39%
PFS
162
Prospera Financial Services
Texas
$1.49M +$1.49M +23,831 New
IA
163
IFP Advisors
Florida
$1.47M -$750 -12 -0.1%
Royal Bank of Canada
164
Royal Bank of Canada
Ontario, Canada
$1.46M -$2.86M -45,691 -66%
NL
165
NWAM LLC
Washington
$1.45M -$294K -4,709 -17%
SWM
166
Soundmark Wealth Management
Washington
$1.43M -$196K -3,141 -12%
TI
167
Truepoint Inc
Ohio
$1.4M -$57.9K -926 -4%
FFA
168
Farther Finance Advisors
California
$1.4M -$79.5K -1,272 -5%
DWM
169
Dogwood Wealth Management
Kansas
$1.39M +$1.39M +22,180 New
GCA
170
Gradient Capital Advisors
California
$1.36M +$35.8K +573 +3%
MAM
171
McLean Asset Management
Virginia
$1.35M +$182K +2,947 +16%
GC
172
Gibson Capital
Pennsylvania
$1.33M – – –
GTAM
173
Global Trust Asset Management
Florida
$1.31M – – –
IWP
174
IAG Wealth Partners
Wisconsin
$1.29M -$552K -8,841 -30%
SFS
175
Sowell Financial Services
Arkansas
$1.27M +$48K +768 +4%
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