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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

330 hedge funds and large institutions have $4.5B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
4.78%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
39
Increased
175
Reduced
75
Closed
19
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$3K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$50.2M
2
SC
Savant Capital
Illinois
+$35.7M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35M
4
EF
Empowered Funds
Pennsylvania
+$28.7M
5
Creative Planning
Creative Planning
Kansas
+$28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$17.7M
2
CCM
Carlson Capital Management
Minnesota
-$17.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.2M
4
Jane Street
Jane Street
New York
-$11.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFN
151
Equita Financial Network
Pennsylvania
$2.42M -$3.23M -49,058 -57%
EFA
152
Efficient Frontier Advisors
Connecticut
$2.4M – – –
MRWM
153
ML&R Wealth Management
Texas
$2.36M -$652K -9,907 -22%
AA
154
Aire Advisors
California
$2.22M – – –
LFA
155
Lauterbach Financial Advisors
Texas
$2.13M +$1.14M +17,323 +115%
KAM
156
Kraft Asset Management
Tennessee
$2.12M – – –
TIM
157
Tortoise Investment Management
New York
$2.12M +$69.8K +1,060 +3%
FIA
158
Foundations Investment Advisors
Arizona
$2.11M +$95.8K +1,455 +5%
PTC
159
Philadelphia Trust Company
Pennsylvania
$2.1M – – –
CPA
160
Capital Performance Advisors
California
$2.06M +$53.8K +817 +3%
KFAA
161
Klaas Financial Asset Advisors
Illinois
$2.05M +$1.78K +27 +0.1%
Osaic Holdings
162
Osaic Holdings
Arizona
$1.91M -$6.05M -91,785 -76%
EWA
163
EP Wealth Advisors
California
$1.9M -$134K -2,031 -7%
CCM
164
Coldstream Capital Management
Washington
$1.89M +$69.2K +1,050 +4%
FDDB
165
Fidelity D&D Bancorp
Pennsylvania
$1.83M +$4.54K +69 +0.2%
IA
166
IFP Advisors
Florida
$1.82M +$263K +3,989 +17%
BA
167
Bridge Advisory
California
$1.66M -$383K -5,819 -19%
TWC
168
TD Waterhouse Canada
Ontario, Canada
$1.65M +$1.65M +18,641 New
Truist Financial
169
Truist Financial
North Carolina
$1.62M +$1.62M +24,600 New
DWM
170
Dogwood Wealth Management
Kansas
$1.61M +$145K +2,205 +10%
SPC
171
Sigma Planning Corp
Michigan
$1.57M +$764K +11,599 +95%
MAM
172
McLean Asset Management
Virginia
$1.56M +$104K +1,572 +7%
SRC
173
Shufro Rose & Co
New York
$1.49M +$169K +2,570 +13%
FFA
174
Farther Finance Advisors
California
$1.49M +$28.5K +435 +2%
Royal Bank of Canada
175
Royal Bank of Canada
Ontario, Canada
$1.47M -$76.2K -1,156 -5%
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