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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

240 hedge funds and large institutions have $2.27B invested in Avantis International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.78%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
34
Increased
129
Reduced
50
Closed
13
Calls
$12K
Puts
$29K
Net Calls
-$17K
Net Calls Change
+$3.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$26.6M
2
SC
Savant Capital
Illinois
+$23.3M
3
EA
Efficient Advisors
Ohio
+$22.9M
4
Cerity Partners
Cerity Partners
New York
+$22M
5
MIAS
Mason Investment Advisory Services
Virginia
+$21.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.21M
2
UA
Unison Advisors
District of Columbia
-$2.24M
3
MWM
Merriman Wealth Management
Washington
-$2.15M
4
GA
Greenspring Advisors
Maryland
-$1.99M
5
DWA
Delap Wealth Advisory
Oregon
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
SFG Wealth Management
Maryland
$468K +$468K +8,128 New
ADL
177
Asset Dedication LLC
California
$464K -$20.4K -354 -4%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$461K -$237K -4,120 -34%
SC
179
Seldon Capital
California
$460K -$460K -8,000 -50%
LFA
180
Level Financial Advisors
New York
$453K +$9.15K +159 +2%
IFS
181
Intelligent Financial Strategies
Minnesota
$445K -$224K -3,892 -33%
VCA
182
Verdence Capital Advisors
Maryland
$432K +$10.9K +190 +3%
DOA
183
D'Orazio & Associates
Virginia
$431K +$431K +7,489 New
PCMC
184
Paragon Capital Management (Colorado)
Colorado
$405K +$14.9K +258 +4%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$403K +$403K +6,998 New
EWA
186
Etesian Wealth Advisors
Oregon
$400K +$35.3K +614 +10%
KP
187
Keel Point
Alabama
$398K +$398K +6,917 New
TP
188
Tranquility Partners
Tennessee
$398K -$5.01K -87 -1%
CAC
189
Certified Advisory Corp
Florida
$383K – – –
SRC
190
Sage Rhino Capital
California
$383K – – –
BJL
191
Brighton Jones LLC
Washington
$358K – – –
NFG
192
Nations Financial Group
Iowa
$357K – – –
MA
193
Mutual Advisors
Nebraska
$347K -$2.48K -43 -0.7%
RRC
194
Relaxing Retirement Coach
Massachusetts
$329K +$329K +5,723 New
IWP
195
Insight Wealth Partners
Texas
$307K +$307K +5,341 New
BWP
196
Balboa Wealth Partners
Arizona
$293K -$24.9K -432 -8%
PAM
197
Palisade Asset Management
Minnesota
$279K +$279K +4,840 New
RW
198
RVW Wealth
California
$277K – – –
LG
199
LAM Group
Oregon
$275K +$67.3K +1,170 +32%
T
200
TRUADVICE
Florida
$266K +$5.66K +95 +2%
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