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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
2
BSW
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
Creative Planning
Kansas
$321M
4
SC
Savant Capital
Illinois
$424M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$490K
2
HTC
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
LPL Financial
California
$13.5M
4
LFG
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
THL
176
Tillman Hartley LLC
Colorado
$1.27M +$13.4K +214 +1%
GLA
177
Good Life Advisors
Pennsylvania
$1.23M -$437 -7 -0%
SRC
178
Shufro Rose & Co
New York
$1.16M -$7.52K -130 -0.6%
DWS
179
Discipline Wealth Solutions
South Carolina
$1.16M +$1.16M +18,948 New
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$1.16M -$136K -2,178 -11%
CFO
181
CVA Family Office
Colorado
$1.15M -$6K -96 -0.5%
PCM
182
Passive Capital Management
Maryland
$1.15M +$12.2K +196 +1%
SWM
183
Seed Wealth Management
Illinois
$1.13M – – –
Betterment LLC
184
Betterment LLC
New York
$1.08M +$19.4K +310 +2%
UB
185
UMB Bank
Missouri
$1.07M -$27.1K -433 -2%
RSWM
186
Robertson Stephens Wealth Management
California
$1.06M +$25.1K +401 +2%
SHFA
187
SC&H Financial Advisors
Maryland
$1.05M +$4.62K +74 +0.4%
IWP
188
Insight Wealth Partners
Texas
$991K +$442K +7,078 +81%
KCPG
189
Kavar Capital Partners Group
Kansas
$982K +$982K +15,708 New
W
190
WorthPointe
California
$963K +$30.3K +485 +3%
KAM
191
KEB Asset Management
Illinois
$962K +$962K +15,394 New
LFA
192
Lauterbach Financial Advisors
Texas
$943K +$254K +4,057 +37%
VCM
193
Vivaldi Capital Management
Illinois
$926K -$6.44K -107 -0.7%
LA
194
LexAurum Advisors
Kansas
$914K +$128K +2,045 +16%
Wealthfront Advisers
195
Wealthfront Advisers
California
$893K +$76.2K +1,220 +9%
ADL
196
Asset Dedication LLC
California
$872K +$353K +5,623 +68%
ASN
197
Advisory Services Network
Georgia
$872K -$120K -1,913 -12%
FWM
198
FMB Wealth Management
California
$824K -$45.6K -729 -5%
AFAS
199
Acorn Financial Advisory Services
Virginia
$823K -$88.2K -1,430 -10%
Renaissance Technologies
200
Renaissance Technologies
New York
$800K +$287K +4,596 +56%
6 7
8
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