AVDV icon

Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

312 hedge funds and large institutions have $4.03B invested in Avantis International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 71 reducing their positions, and 8 closing their positions.

Holders
312
Holders Change
+50
Holders Change %
+19.08%
% of All Funds
4.57%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.66%
New
62
Increased
153
Reduced
71
Closed
8
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
+$17K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.01B
2
BSW
2
Buckingham Strategic Wealth
Missouri
$108M
3
Creative Planning
3
Creative Planning
Kansas
$321M
4
SC
4
Savant Capital
Illinois
$424M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$67.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$490K
2
HTC
2
Haverford Trust Company
Pennsylvania
$92.1M
3
LPL Financial
3
LPL Financial
California
$13.5M
4
LFG
4
Larson Financial Group
Missouri
$39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$774K 12,391 +673 +6%
CCMG
202
Clark Capital Management Group
Pennsylvania
$766K 12,260 -4,199 -26%
SPC
203
Sigma Planning Corp
Michigan
$764K 12,219 -13,497 -52%
NCM
204
Northland Capital Management
Minnesota
$758K 12,134 +132 +1%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$730K 11,686 +1,969 +20%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$714K 11,427 +11,427 New
KAS
207
Kestra Advisory Services
Texas
$714K 11,422 +470 +4%
UBS Group
208
UBS Group
Switzerland
$702K 11,240 -2,989 -21%
CPL
209
CAP Partners LLC
Tennessee
$685K 10,956 +10,956 New
TVM
210
True Vision MN
Minnesota
$683K 10,926 +10,926 New
CPCM
211
Cardinal Point Capital Management
Ontario, Canada
$682K 10,910 +840 +8%
CA
212
Claris Advisors
Missouri
$681K 10,902 +10,902 New
CAC
213
Certified Advisory Corp
Florida
$676K 10,822 +5,005 +86%
OCM
214
Orion Capital Management
California
$643K 10,288 -671 -6%
EAM
215
Evanson Asset Management
California
$631K 10,098 +95 +0.9%
LFA
216
Level Financial Advisors
New York
$588K 9,413 -691 -7%
CTC
217
Central Trust Company
Missouri
$572K 9,161 – –
EWA
218
Etesian Wealth Advisors
Oregon
$572K 9,148 +2,217 +32%
CAG
219
Curtis Advisory Group
California
$541K 8,652 -6,202 -42%
AWM
220
Able Wealth Management
New Jersey
$538K 8,614 +8,614 New
VCA
221
Verdence Capital Advisors
Maryland
$537K 8,590 +505 +6%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$515K 8,234 +1,691 +26%
SC
223
Seldon Capital
California
$500K 8,000 – –
Citadel Advisors
224
Citadel Advisors
Florida
$490K 7,838 -1,587,565 -100%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$487K 7,792 +7,792 New
7 8
9
10 11