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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
176
Stifel Financial
Missouri
$2.74M -$309K -4,752 -10%
CA
177
Continuum Advisory
Idaho
$2.71M +$43.6K +670 +2%
WW
178
Waterfront Wealth
Kansas
$2.66M +$846 +13 +0%
PFG
179
Prospect Financial Group
Virginia
$2.59M +$2.59M +39,846 New
CW
180
Curio Wealth
Maryland
$2.52M +$2.52M +38,684 New
FDDB
181
Fidelity D&D Bancorp
Pennsylvania
$2.49M +$471K +7,238 +23%
FIA
182
Foundations Investment Advisors
Arizona
$2.4M +$145K +2,232 +6%
WP
183
WealthShield Partners
North Carolina
$2.39M -$1.08M -16,536 -31%
TIM
184
Tortoise Investment Management
New York
$2.39M +$12.1K +186 +0.5%
EFA
185
Efficient Frontier Advisors
Connecticut
$2.38M +$6.18K +95 +0.3%
KAM
186
Kraft Asset Management
Tennessee
$2.34M +$240K +3,708 +11%
CPA
187
Capital Performance Advisors
California
$2.34M +$113K +1,731 +5%
EFN
188
Equita Financial Network
Pennsylvania
$2.34M -$2.73K -42 -0.1%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$2.33M -$816K -12,535 -26%
PAG
190
Private Advisor Group
New Jersey
$2.29M -$1.38M -21,244 -38%
KCPG
191
Kavar Capital Partners Group
Kansas
$2.27M +$487K +7,488 +27%
ASN
192
Advisory Services Network
Georgia
$2.26M -$320K -4,912 -12%
RFP
193
RCS Financial Planning
Maryland
$2.2M +$2.2M +33,728 New
Osaic Holdings
194
Osaic Holdings
Arizona
$2.19M +$264K +4,045 +14%
AA
195
Aire Advisors
California
$2.19M +$29.4K +452 +1%
CA
196
Claris Advisors
Missouri
$2.18M +$514K +7,899 +31%
Financial Engines Advisors
197
Financial Engines Advisors
California
$2.02M +$807K +12,398 +67%
UBS Group
198
UBS Group
Switzerland
$1.91M +$208K +3,193 +12%
MAM
199
McLean Asset Management
Virginia
$1.91M -$123K -1,897 -6%
GM
200
GeoWealth Management
Illinois
$1.89M -$3.83M -58,866 -67%
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