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Avantis International Small Cap Value ETF

475 hedge funds and large institutions have $7.7B invested in Avantis International Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 223 increasing their positions, 140 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 140

23% more capital invested

Capital invested by funds: $6.26B → $7.7B (+$1.44B)

8% more funds holding

Funds holding: 440475 (+35)

0% more funds holding in top 10

Funds holding in top 10: 6969 (0)

2.76% less ownership

Funds ownership: 82.45%79.7% (-2.8%)

Holders
475
Holders Change
+35
Holders Change %
+7.95%
% of All Funds
6.25%
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
61
Increased
223
Reduced
140
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GBFP
151
Golden Bell Financial Planning
Georgia
$5.42M -$291K -3,937 -5%
AF
152
Allworth Financial
California
$5.4M -$3.07M -41,481 -38%
SW
153
Schulz Wealth
Texas
$5.29M +$636K +8,600 +15%
CPIG
154
Chicago Partners Investment Group
Illinois
$5.27M -$69.7K -942 -1%
CL
155
COWA LLC
Oklahoma
$5.19M +$398K +5,378 +9%
HSWS
156
Higgins & Schmidt Wealth Strategies
Colorado
$5.18M -$365K -4,936 -7%
SFO
157
Stokes Family Office
Louisiana
$5.15M -$13.9K -188 -0.3%
EWA
158
Elevate Wealth Advisory
Georgia
$5.14M -$358K -4,835 -7%
PWS
159
Physician Wealth Solutions
Nevada
$5.12M -$168K -2,273 -3%
BCA
160
Ballentine Capital Advisors
South Carolina
$5.11M -$35.9K -485 -0.7%
OWA
161
Oak Wealth Advisors
Illinois
$5.09M +$289K +3,911 +6%
FWM
162
Fortress Wealth Management
California
$5.08M +$63K +852 +1%
HIF
163
Hill Island Financial
Michigan
$4.83M +$4.5M +60,887 New
XPN
164
XY Planning Network
Montana
$4.81M -$436K -5,897 -9%
CWMK
165
Caliber Wealth Management (Kansas)
Kansas
$4.67M +$524K +7,089 +14%
AFA
166
Avant Financial Advisors
Texas
$4.6M +$193K +2,613 +5%
OIA
167
OneDigital Investment Advisors
Kansas
$4.59M -$1.85M -25,013 -30%
NA
168
NewEdge Advisors
Louisiana
$4.46M -$5.27M -71,201 -56%
DWS
169
Discipline Wealth Solutions
South Carolina
$4.41M +$819K +11,078 +25%
FFO
170
Fortitude Family Office
Arizona
$4.39M -$2.15M -29,107 -34%
CPWM
171
Cypress Point Wealth Management
Texas
$4.36M -$170K -2,304 -4%
BWMG
172
Bannerman Wealth Management Group
Texas
$4.33M +$15.2K +206 +0.4%
TCM
173
Telos Capital Management
California
$4.23M +$117K +1,580 +3%
KPP
174
Kings Path Partners
Texas
$4.21M -$135K -1,826 -3%
SEIA
175
Signature Estate & Investment Advisors
California
$4.19M +$5.92K +80 +0.2%

AVDV Hedge Fund Activity: Q2 2025 in Review

475 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q2 2025, worth a combined $7.7B — up 23% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AVDV positions and 18 closed out — a net gain of 43 holders — while 223 added to existing stakes and 140 trimmed.

The largest buyer was Creative Planning, adding an estimated $292M. The largest seller was Merit Financial Group, cutting an estimated $63.7M.

  • 475 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q2 2025, up from 440 in Q1 2025.
  • Funds reported $7.7B of Avantis International Small Cap Value ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 61 funds opened new Avantis International Small Cap Value ETF positions in Q2 2025 and 18 closed out, a net change of +43 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q2 2025 was Creative Planning, an estimated $292M added.
  • The largest Avantis International Small Cap Value ETF seller in Q2 2025 was Merit Financial Group, an estimated $63.7M sold.

Based on aggregated 13F filings for Q2 2025.