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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

437 hedge funds and large institutions have $6.21B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+22
Holders Change %
+5.3%
% of All Funds
5.94%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
54
Increased
221
Reduced
113
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$336M
2
MWM
Modera Wealth Management
New Jersey
+$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$81.7M
4
SC
Savant Capital
Illinois
+$59.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$40.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$386M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$79.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
4
PAS
Park Avenue Securities
New York
-$28.2M
5
TC
Trilogy Capital
California
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWCC
176
B&D White Capital Company
Texas
$3.55M +$2.51M +36,040 +241%
CPP
177
Capasso Planning Partners
South Carolina
$3.5M -$397K -5,686 -10%
CA
178
Claris Advisors
Missouri
$3.22M +$892K +12,792 +38%
EWA
179
EverSource Wealth Advisors
Alabama
$3.21M +$111K +1,593 +4%
EFMC
180
Empire Financial Management Company
New York
$3.19M +$214K +3,067 +7%
DWS
181
Discipline Wealth Solutions
South Carolina
$3.11M -$167K -2,391 -5%
TIM
182
Tortoise Investment Management
New York
$3.05M +$486K +6,964 +19%
KCPG
183
Kavar Capital Partners Group
Kansas
$3.03M +$606K +8,692 +25%
WW
184
Waterfront Wealth
Kansas
$2.94M +$89.7K +1,286 +3%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$2.94M +$440K +6,306 +18%
BFWM
186
Bright Futures Wealth Management
New York
$2.89M -$528K -7,534 -15%
FDDB
187
Fidelity D&D Bancorp
Pennsylvania
$2.81M +$138K +1,980 +5%
PFG
188
Prospect Financial Group
Virginia
$2.78M – – –
UBS Group
189
UBS Group
Switzerland
$2.75M +$698K +10,006 +34%
CA
190
Continuum Advisory
Idaho
$2.71M -$196K -2,805 -7%
Stifel Financial
191
Stifel Financial
Missouri
$2.64M -$292K -4,189 -10%
Osaic Holdings
192
Osaic Holdings
Arizona
$2.64M +$290K +4,149 +12%
EFA
193
Efficient Frontier Advisors
Connecticut
$2.6M +$52.8K +757 +2%
CPA
194
Capital Performance Advisors
California
$2.6M +$92.5K +1,326 +4%
FIA
195
Foundations Investment Advisors
Arizona
$2.59M +$26.5K +380 +1%
CW
196
Curio Wealth
Maryland
$2.59M -$386M -38,426 -99%
WP
197
WealthShield Partners
North Carolina
$2.59M +$21.2K +304 +0.8%
RFP
198
RCS Financial Planning
Maryland
$2.51M +$156K +2,236 +7%
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$2.49M +$1.53M +21,994 +161%
ASN
200
Advisory Services Network
Georgia
$2.45M +$33.9K +486 +1%
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