We are live on ! Find out more
AVDV icon

Avantis International Small Cap Value ETF

364 hedge funds and large institutions have $5.46B invested in Avantis International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

112% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 83

14% more capital invested

Capital invested by funds: $4.77B → $5.46B (+$690M)

10% more funds holding

Funds holding: 331364 (+33)

1.18% less ownership

Funds ownership: 80.54%79.36% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $14K

Holders
364
Holders Change
+33
Holders Change %
+9.97%
% of All Funds
5.23%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.66%
New
47
Increased
176
Reduced
83
Closed
13
Calls
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
176
Kavar Capital Partners Group
Kansas
$1.93M +$197K +2,922 +12%
LFA
177
Lauterbach Financial Advisors
Texas
$1.89M -$153K -2,281 -8%
Wealthfront Advisers
178
Wealthfront Advisers
California
$1.87M +$163K +2,418 +10%
IA
179
IFP Advisors
Florida
$1.86M -$1.21K -18 -0.1%
UBS Group
180
UBS Group
Switzerland
$1.85M +$120K +1,791 +7%
EWA
181
EP Wealth Advisors
California
$1.84M -$11.9K -177 -0.7%
CA
182
Claris Advisors
Missouri
$1.81M +$377K +5,599 +28%
DWM
183
Dogwood Wealth Management
Kansas
$1.79M -$975K -14,493 -36%
Truist Financial
184
Truist Financial
North Carolina
$1.71M +$1.28K +19 +0.1%
BP
185
BWM Planning
Texas
$1.71M +$1.63M +24,155 New
GC
186
Gibson Capital
Pennsylvania
$1.69M +$192K +2,855 +14%
SPC
187
Sigma Planning Corp
Michigan
$1.68M -$45.1K -670 -3%
KAM
188
KEB Asset Management
Illinois
$1.67M +$358K +5,322 +29%
BA
189
Bridge Advisory
California
$1.65M -$21K -312 -1%
THL
190
Tillman Hartley LLC
Colorado
$1.62M -$13.5K -200 -0.9%
SRC
191
Shufro Rose & Co
New York
$1.59M
CCM
192
Coldstream Capital Management
Washington
$1.57M -$365K -5,426 -20%
KAS
193
Kestra Advisory Services
Texas
$1.57M +$57.9K +861 +4%
GLA
194
Good Life Advisors
Pennsylvania
$1.53M +$2.35K +35 +0.2%
IWP
195
Insight Wealth Partners
Texas
$1.49M +$14.5K +215 +1%
GTAM
196
Global Trust Asset Management
Florida
$1.49M -$16.8K -250 -1%
SP
197
Symmetry Partners
Connecticut
$1.47M -$10.5M -156,332 -88%
GCA
198
Gradient Capital Advisors
California
$1.47M -$28.5K -424 -2%
SWM
199
Seed Wealth Management
Illinois
$1.4M
EAM
200
Evanson Asset Management
California
$1.35M +$173K +2,574 +16%

AVDV Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q3 2024, worth a combined $5.46B — up 14% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVDV positions and 13 closed out — a net gain of 34 holders — while 176 added to existing stakes and 83 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $193M. The largest seller was Symmetry Partners, cutting an estimated $10.5M.

  • 364 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q3 2024, up from 331 in Q2 2024.
  • Funds reported $5.46B of Avantis International Small Cap Value ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 47 funds opened new Avantis International Small Cap Value ETF positions in Q3 2024 and 13 closed out, a net change of +34 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $193M added.
  • The largest Avantis International Small Cap Value ETF seller in Q3 2024 was Symmetry Partners, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2024.