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Avantis International Small Cap Value ETF

440 hedge funds and large institutions have $6.26B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 224 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $21K | Put options by funds: $7K

98% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 113

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $5.1B → $6.26B (+$1.16B)

15% more funds holding in top 10

Funds holding in top 10: 6069 (+9)

5% more funds holding

Funds holding: 418440 (+22)

1.97% more ownership

Funds ownership: 80.49%82.45% (+2%)

Holders
440
Holders Change
+22
Holders Change %
+5.26%
% of All Funds
5.9%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
0.93%
New
54
Increased
224
Reduced
113
Closed
29
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59M -$208K -3,064 -6%
DWP
177
Destiny Wealth Partners
Florida
$3.58M +$88.6K +1,305 +3%
BDWCC
178
B&D White Capital Company
Texas
$3.55M +$2.45M +36,040 +241%
CPP
179
Capasso Planning Partners
South Carolina
$3.5M -$386K -5,686 -10%
CA
180
Claris Advisors
Missouri
$3.22M +$869K +12,792 +38%
EWA
181
EverSource Wealth Advisors
Alabama
$3.21M +$108K +1,593 +4%
EFMC
182
Empire Financial Management Company
New York
$3.19M +$208K +3,067 +7%
DWS
183
Discipline Wealth Solutions
South Carolina
$3.11M -$162K -2,391 -5%
TIM
184
Tortoise Investment Management
New York
$3.05M +$473K +6,964 +19%
KCPG
185
Kavar Capital Partners Group
Kansas
$3.03M +$590K +8,692 +25%
WW
186
Waterfront Wealth
Kansas
$2.94M +$87.3K +1,286 +3%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$2.94M +$428K +6,306 +18%
BFWM
188
Bright Futures Wealth Management
New York
$2.89M -$512K -7,534 -15%
FDDB
189
Fidelity D&D Bancorp
Pennsylvania
$2.81M +$134K +1,980 +5%
PFG
190
Prospect Financial Group
Virginia
$2.78M
UBS Group
191
UBS Group
Switzerland
$2.75M +$680K +10,006 +34%
CA
192
Continuum Advisory
Idaho
$2.71M -$190K -2,805 -7%
Stifel Financial
193
Stifel Financial
Missouri
$2.64M -$284K -4,189 -10%
Osaic Holdings
194
Osaic Holdings
Arizona
$2.64M +$282K +4,149 +12%
EFA
195
Efficient Frontier Advisors
Connecticut
$2.6M +$51.4K +757 +2%
CPA
196
Capital Performance Advisors
California
$2.6M +$90K +1,326 +4%
FIA
197
Foundations Investment Advisors
Arizona
$2.59M +$25.8K +380 +1%
CW
198
Curio Wealth
Maryland
$2.59M -$2.61M -38,426 -99%
WP
199
WealthShield Partners
North Carolina
$2.59M +$20.6K +304 +0.8%
RFP
200
RCS Financial Planning
Maryland
$2.51M +$152K +2,236 +7%

AVDV Hedge Fund Activity: Q1 2025 in Review

440 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q1 2025, worth a combined $6.26B — up 23% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVDV positions and 29 closed out — a net gain of 25 holders — while 224 added to existing stakes and 113 trimmed.

The largest buyer was Creative Planning, adding an estimated $328M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $77.5M.

  • 440 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q1 2025, up from 418 in Q4 2024.
  • Funds reported $6.26B of Avantis International Small Cap Value ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 54 funds opened new Avantis International Small Cap Value ETF positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q1 2025 was Creative Planning, an estimated $328M added.
  • The largest Avantis International Small Cap Value ETF seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2025.