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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

437 hedge funds and large institutions have $6.21B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+22
Holders Change %
+5.3%
% of All Funds
5.94%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
54
Increased
221
Reduced
113
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$336M
2
MWM
Modera Wealth Management
New Jersey
+$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$81.7M
4
SC
Savant Capital
Illinois
+$59.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$40.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$386M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$79.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
4
PAS
Park Avenue Securities
New York
-$28.2M
5
TC
Trilogy Capital
California
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
151
Physician Wealth Solutions
Nevada
$4.66M -$51.3K -736 -1%
SP
152
Symmetry Partners
Connecticut
$4.65M +$799K +11,462 +21%
XPN
153
XY Planning Network
Montana
$4.64M -$448K -6,426 -9%
FNBSF
154
First National Bank Sioux Falls
South Dakota
$4.62M +$325K +4,653 +8%
SW
155
Simplicity Wealth
New Jersey
$4.56M +$4.56M +65,400 New
SFO
156
Stokes Family Office
Louisiana
$4.55M +$505K +7,237 +12%
BCA
157
Ballentine Capital Advisors
South Carolina
$4.53M +$91.8K +1,317 +2%
FWM
158
Fortress Wealth Management
California
$4.41M -$237K -3,401 -5%
OWA
159
Oak Wealth Advisors
Illinois
$4.2M +$383K +5,498 +10%
CL
160
COWA LLC
Oklahoma
$4.19M +$201K +2,879 +5%
PWA
161
PCG Wealth Advisors
Kansas
$4.09M -$134K -1,920 -3%
SW
162
Schulz Wealth
Texas
$4.05M +$342K +4,903 +9%
CPWM
163
Cypress Point Wealth Management
Texas
$3.99M +$23.1K +331 +0.6%
SSW
164
Stone Summit Wealth
Florida
$3.96M +$10K +144 +0.3%
SFM
165
Signet Financial Management
New Jersey
$3.86M -$115K -1,645 -3%
AFA
166
Avant Financial Advisors
Texas
$3.86M +$253K +3,623 +7%
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$3.86M -$429K -6,154 -10%
KPP
168
Kings Path Partners
Texas
$3.83M +$32.8K +471 +0.9%
BWMG
169
Bannerman Wealth Management Group
Texas
$3.79M +$87.2K +1,250 +2%
VCM
170
Versant Capital Management
Arizona
$3.68M +$2.37K +34 +0.1%
SEIA
171
Signature Estate & Investment Advisors
California
$3.68M +$3.68M +52,712 New
CWMK
172
Caliber Wealth Management (Kansas)
Kansas
$3.62M +$3.62M +51,877 New
TCM
173
Telos Capital Management
California
$3.61M +$123K +1,765 +4%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59M -$214K -3,064 -6%
DWP
175
Destiny Wealth Partners
Florida
$3.58M +$91K +1,305 +3%
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