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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMWS
151
Brady Martz Wealth Solutions
North Dakota
$3.86M +$3.86M +60,307 New
SFO
152
Stokes Family Office
Louisiana
$3.77M +$81.5K +1,252 +2%
MML Investors Services
153
MML Investors Services
Massachusetts
$3.77M +$231K +3,546 +7%
SFM
154
Signet Financial Management
New Jersey
$3.71M +$46.3K +712 +1%
CPWM
155
Cypress Point Wealth Management
Texas
$3.71M -$81.4K -1,251 -2%
SSW
156
Stone Summit Wealth
Florida
$3.68M -$94.8K -1,457 -3%
CL
157
COWA LLC
Oklahoma
$3.65M +$1.64M +25,736 +82%
CPP
158
Capasso Planning Partners
South Carolina
$3.64M -$371K -5,704 -9%
SP
159
Symmetry Partners
Connecticut
$3.59M +$2.24M +34,422 +165%
OWA
160
Oak Wealth Advisors
Illinois
$3.56M +$3.56M +54,749 New
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.55M -$12.4K -190 -0.3%
KPP
162
Kings Path Partners
Texas
$3.55M +$458K +7,032 +15%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$3.51M -$138K -2,121 -4%
SW
164
Schulz Wealth
Texas
$3.46M +$150K +2,301 +5%
BWMG
165
Bannerman Wealth Management Group
Texas
$3.46M +$3.46M +53,159 New
VCM
166
Versant Capital Management
Arizona
$3.44M +$20.2K +311 +0.6%
FAM
167
Frontier Asset Management
Wyoming
$3.39M -$2.49M -38,191 -42%
AFA
168
Avant Financial Advisors
Texas
$3.37M +$3.37M +51,736 New
DWP
169
Destiny Wealth Partners
Florida
$3.26M +$55.8K +857 +2%
TCM
170
Telos Capital Management
California
$3.25M +$3.25M +50,010 New
BFWM
171
Bright Futures Wealth Management
New York
$3.23M -$68.3K -1,031 -2%
DWS
172
Discipline Wealth Solutions
South Carolina
$3.05M +$249K +3,819 +9%
EWA
173
EverSource Wealth Advisors
Alabama
$2.89M +$165K +2,538 +6%
EFMC
174
Empire Financial Management Company
New York
$2.78M +$172K +2,637 +7%
SIM
175
Synergy Investment Management
Florida
$2.74M +$2.74M +42,174 New
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