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Avantis International Small Cap Value ETF

333 hedge funds and large institutions have $4.54B invested in Avantis International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 177 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 76

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $4.07B → $4.54B (+$477M)

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

5% more funds holding

Funds holding: 316333 (+17)

0.34% less ownership

Funds ownership: 81.26%80.91% (-0.34%)

Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
4.8%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.71%
New
39
Increased
177
Reduced
76
Closed
19
Calls
$72K
Puts
Net Calls
+$72K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Farther Finance Advisors
California
$1.49M +$27.1K +435 +2%
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$1.47M -$72.1K -1,156 -5%
Wealthfront Advisers
178
Wealthfront Advisers
California
$1.44M +$476K +7,631 +53%
GLA
179
Good Life Advisors
Pennsylvania
$1.44M +$139K +2,225 +11%
GCA
180
Gradient Capital Advisors
California
$1.42M -$4.99K -80 -0.4%
RJA
181
Raymond James & Associates
Florida
$1.42M +$1.03M +16,477 +323%
DWS
182
Discipline Wealth Solutions
South Carolina
$1.4M +$155K +2,484 +13%
GC
183
Gibson Capital
Pennsylvania
$1.39M -$5.05K -81 -0.4%
GTAM
184
Global Trust Asset Management
Florida
$1.38M -$3.99K -64 -0.3%
THL
185
Tillman Hartley LLC
Colorado
$1.34M +$5.3K +85 +0.4%
IWP
186
IAG Wealth Partners
Wisconsin
$1.32M -$31.9K -512 -2%
UBS Group
187
UBS Group
Switzerland
$1.31M +$535K +8,578 +76%
IWP
188
Insight Wealth Partners
Texas
$1.29M +$229K +3,673 +23%
SFS
189
Sowell Financial Services
Arkansas
$1.28M -$56K -899 -4%
SWM
190
Soundmark Wealth Management
Washington
$1.25M -$241K -3,860 -17%
PCM
191
Passive Capital Management
Maryland
$1.21M
SWM
192
Seed Wealth Management
Illinois
$1.2M
CFO
193
CVA Family Office
Colorado
$1.19M -$23.5K -377 -2%
UB
194
UMB Bank
Missouri
$1.12M +$1.5K +24 +0.1%
SHFA
195
SC&H Financial Advisors
Maryland
$1.11M
KCPG
196
Kavar Capital Partners Group
Kansas
$1.11M +$71.3K +1,143 +7%
CA
197
Claris Advisors
Missouri
$1.1M +$366K +5,869 +54%
EWA
198
Etesian Wealth Advisors
Oregon
$1.1M +$475K +7,620 +83%
VCM
199
Vivaldi Capital Management
Illinois
$1.07M +$38.7K +621 +4%
ASN
200
Advisory Services Network
Georgia
$1.05M +$120K +1,929 +14%

AVDV Hedge Fund Activity: Q1 2024 in Review

333 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q1 2024, worth a combined $4.54B — up 12% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AVDV positions and 19 closed out — a net gain of 20 holders — while 177 added to existing stakes and 76 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $47.5M. The largest seller was Corient Private Wealth, cutting an estimated $16.8M.

  • 333 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q1 2024, up from 316 in Q4 2023.
  • Funds reported $4.54B of Avantis International Small Cap Value ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 39 funds opened new Avantis International Small Cap Value ETF positions in Q1 2024 and 19 closed out, a net change of +20 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $47.5M added.
  • The largest Avantis International Small Cap Value ETF seller in Q1 2024 was Corient Private Wealth, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2024.