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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

223 hedge funds and large institutions have $1.97B invested in Avantis International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+27
Holders Change %
+13.78%
% of All Funds
3.57%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
35
Increased
117
Reduced
51
Closed
6
Calls
$1.17M
Puts
$4.49M
Net Calls
-$3.32M
Net Calls Change
-$3.32M

Top Buyers

1
MIAS
Mason Investment Advisory Services
Virginia
+$106M
2
HTC
Haverford Trust Company
Pennsylvania
+$84.3M
3
UA
Unison Advisors
District of Columbia
+$19M
4
SC
Savant Capital
Illinois
+$15.9M
5
AI
Accredited Investors
Minnesota
+$11.7M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$39.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.31M
4
KAS
Kestra Advisory Services
Texas
-$5.54M
5
MWM
Merriman Wealth Management
Washington
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Nations Financial Group
Iowa
$363K +$15.1K +258 +4%
MA
177
Mutual Advisors
Nebraska
$355K +$35.4K +605 +11%
RFP
178
Root Financial Partners
California
$335K +$335K +5,722 New
BWP
179
Balboa Wealth Partners
Arizona
$323K +$323K +5,525 New
AWM
180
Axxcess Wealth Management
California
$308K +$308K +5,266 New
RJFSA
181
Raymond James Financial Services Advisors
Florida
$284K -$38.5K -659 -12%
SWM
182
Seaside Wealth Management
California
$283K +$5.29K +91 +2%
RW
183
RVW Wealth
California
$281K +$281K +4,804 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$266K +$266K +4,550 New
PCIA
185
Prime Capital Investment Advisors
Kansas
$262K +$262K +4,488 New
T
186
TRUADVICE
Florida
$261K -$22.9K -383 -8%
BCI
187
Brinker Capital Investments
Pennsylvania
$254K -$8.31M -142,078 -97%
OPS
188
Orion Portfolio Solutions
Nebraska
$254K +$254K +4,345 New
RWM
189
Rockwood Wealth Management
Pennsylvania
$254K – – –
SCM
190
SOL Capital Management
Maryland
$241K +$585 +10 +0.2%
PWA
191
PCG Wealth Advisors
Kansas
$233K +$233K +3,990 New
AW
192
Atlas Wealth
Ohio
$233K -$4.8K -82 -2%
LG
193
LAM Group
Oregon
$211K -$2.34K -40 -1%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$210K +$210K +3,593 New
FFM
195
Forum Financial Management
Illinois
$207K +$207K +3,542 New
LWM
196
Liberty Wealth Management
California
$201K +$201K +3,439 New
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
$192K +$192K +3,291 New
AA
198
Ancora Advisors
Ohio
$164K – – –
PFBT
199
Parkside Financial Bank & Trust
Missouri
$82.9K +$8.07K +138 +11%
CG
200
Cutler Group
California
$58K +$58K +1,000 New
6 7
8
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