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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

415 hedge funds and large institutions have $5.06B invested in Avantis International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 205 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
5.52%
Holding in Top 10
59
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.11%
% of All Funds
0.79%
New
88
Increased
205
Reduced
80
Closed
30
Calls
$13K
Puts
$33K
Net Calls
-$20K
Net Calls Change
-$6K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$213M
2
SC
Savant Capital
Illinois
+$62.2M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$40.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$38.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$734M
2
OMC
Old Mission Capital
Illinois
-$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.57M
4
SW
Simplicity Wealth
New Jersey
-$4.54M
5
GM
GeoWealth Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
201
Wealthfront Advisers
California
$1.85M +$123K +1,894 +7%
LFA
202
Lauterbach Financial Advisors
Texas
$1.84M +$103K +1,586 +6%
BP
203
BWM Planning
Texas
$1.84M +$264K +4,061 +17%
SRC
204
Shufro Rose & Co
New York
$1.84M +$245K +3,760 +15%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$1.8M +$696K +10,689 +63%
AWMNY
206
Arcadia Wealth Management (New York)
New York
$1.75M +$1.75M +26,953 New
KAS
207
Kestra Advisory Services
Texas
$1.75M +$305K +4,694 +21%
PCG
208
Prosperity Consulting Group
Maryland
$1.73M -$177K -2,718 -9%
IA
209
IFP Advisors
Florida
$1.72M +$6.38K +98 +0.4%
EWA
210
EP Wealth Advisors
California
$1.68M -$20.6K -316 -1%
DWM
211
Dogwood Wealth Management
Kansas
$1.61M -$41.1K -631 -2%
Truist Financial
212
Truist Financial
North Carolina
$1.58M +$1.5K +23 +0.1%
GC
213
Gibson Capital
Pennsylvania
$1.56M – – –
HF
214
Holcombe Financial
Georgia
$1.55M +$1.55M +23,863 New
PWM
215
Parkworth Wealth Management
California
$1.53M +$1.53M +23,515 New
GLA
216
Good Life Advisors
Pennsylvania
$1.52M +$112K +1,718 +8%
EAM
217
Evanson Asset Management
California
$1.51M +$262K +4,019 +21%
PTC
218
Philadelphia Trust Company
Pennsylvania
$1.46M -$361K -5,544 -20%
GCA
219
Gradient Capital Advisors
California
$1.45M +$100K +1,538 +7%
HP
220
Haven Private
Florida
$1.45M +$1.45M +22,283 New
AWP
221
Astra Wealth Partners
New Jersey
$1.41M +$1.41M +21,695 New
CCM
222
Coldstream Capital Management
Washington
$1.39M -$54.5K -838 -4%
IWP
223
Insight Wealth Partners
Texas
$1.37M +$65 +1 +0%
HWA
224
HMV Wealth Advisors
Louisiana
$1.37M +$1.37M +21,020 New
THL
225
Tillman Hartley LLC
Colorado
$1.35M -$145K -2,224 -10%
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