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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

360 hedge funds and large institutions have $5.41B invested in Avantis International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+33
Holders Change %
+10.09%
% of All Funds
5.21%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.65%
New
47
Increased
175
Reduced
81
Closed
13
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$12K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$203M
2
SC
Savant Capital
Illinois
$631M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.21B
4
Creative Planning
Creative Planning
Kansas
$448M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$178M

Top Sellers

1
SP
Symmetry Partners
Connecticut
$1.47M
2
PA
Paragon Advisors
Texas
$235K
3
GA
Goldstein Advisors
Wisconsin
$405K
4
MWM
Merriman Wealth Management
Washington
$1.98M
5
Citadel Advisors
Citadel Advisors
Florida
$953K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Passive Capital Management
Maryland
$1.32M – – –
Financial Engines Advisors
202
Financial Engines Advisors
California
$1.31M -$105K -1,488 -7%
IWP
203
IAG Wealth Partners
Wisconsin
$1.26M -$36.2K -512 -3%
LA
204
LexAurum Advisors
Kansas
$1.22M +$25.4K +359 +2%
NCM
205
Northland Capital Management
Minnesota
$1.22M +$27.5K +389 +2%
CFO
206
CVA Family Office
Colorado
$1.21M – – –
SHFA
207
SC&H Financial Advisors
Maryland
$1.21M +$6.43K +91 +0.5%
GS
208
GTS Securities
New York
$1.2M +$1.2M +16,975 New
SEA
209
Stegent Equity Advisors
Texas
$1.2M -$1.46M -20,656 -55%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$1.19M -$34.6K -490 -3%
UB
211
UMB Bank
Missouri
$1.15M -$46.2K -654 -4%
CFP
212
Cascade Financial Partners
California
$1.13M +$126K +1,838 +13%
SAI
213
Savvy Advisors Inc
New York
$1.12M +$776K +10,978 +225%
W
214
WorthPointe
California
$1.11M +$57.5K +813 +5%
LG
215
LAM Group
Oregon
$1.1M +$421K +5,955 +62%
VCM
216
Vivaldi Capital Management
Illinois
$1.09M -$29K -410 -3%
VCA
217
Verdence Capital Advisors
Maryland
$1.06M +$301K +4,264 +40%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$1.05M +$1.05M +14,864 New
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$1.02M +$285K +4,036 +39%
CCMG
220
Clark Capital Management Group
Pennsylvania
$1.01M -$54K -764 -5%
ADL
221
Asset Dedication LLC
California
$964K +$2.26K +32 +0.2%
Citadel Advisors
222
Citadel Advisors
Florida
$953K -$5.2M -73,538 -84%
FWM
223
FMB Wealth Management
California
$932K – – –
CPL
224
CAP Partners LLC
Tennessee
$928K +$32.7K +462 +4%
OCM
225
Orion Capital Management
California
$908K +$32K +453 +4%
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9
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