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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

240 hedge funds and large institutions have $2.27B invested in Avantis International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.78%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
34
Increased
129
Reduced
50
Closed
13
Calls
$12K
Puts
$29K
Net Calls
-$17K
Net Calls Change
+$3.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$26.6M
2
SC
Savant Capital
Illinois
+$23.3M
3
EA
Efficient Advisors
Ohio
+$22.9M
4
Cerity Partners
Cerity Partners
New York
+$22M
5
MIAS
Mason Investment Advisory Services
Virginia
+$21.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.21M
2
UA
Unison Advisors
District of Columbia
-$2.24M
3
MWM
Merriman Wealth Management
Washington
-$2.15M
4
GA
Greenspring Advisors
Maryland
-$1.99M
5
DWA
Delap Wealth Advisory
Oregon
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Accel Wealth Management
Iowa
$265K +$265K +4,605 New
RJA
202
Raymond James & Associates
Florida
$265K -$856K -14,877 -76%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$262K – – –
BTI
204
Blue Trust Inc
Georgia
$251K +$251K +4,297 New
RWM
205
Rockwood Wealth Management
Pennsylvania
$250K – – –
AW
206
Atlas Wealth
Ohio
$241K – – –
SCM
207
SOL Capital Management
Maryland
$237K – – –
OCM
208
Orion Capital Management
California
$229K +$229K +3,970 New
RFP
209
Root Financial Partners
California
$226K -$104K -1,799 -31%
PWA
210
PCG Wealth Advisors
Kansas
$223K -$6.68K -116 -3%
FFM
211
Forum Financial Management
Illinois
$223K +$18.9K +329 +9%
IFA
212
Index Fund Advisors
California
$206K -$188K -3,258 -48%
TA
213
TFB Advisors
Kansas
$203K +$203K +3,535 New
LWM
214
Liberty Wealth Management
California
$202K +$4.03K +70 +2%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$198K -$17K -285 -8%
AA
216
Ancora Advisors
Ohio
$161K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$81.7K +$173 +3 +0.2%
CTWM
218
Cherry Tree Wealth Management
Minnesota
$63K +$63K +1,094 New
CG
219
Cutler Group
California
$51K -$5.67K -100 -10%
PA
220
Parallel Advisors
California
$42.8K – – –
LWM
221
LJI Wealth Management
Indiana
$40.9K +$40.9K +40,925 New
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$40.6K +$28.3K +571 +228%
GWS
223
Glassman Wealth Services
Virginia
$30K – – –
GWM
224
Geneos Wealth Management
Colorado
$19.7K +$19.7K +342 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$16K +$16K +278 New
7 8
9
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