AVDV icon

Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

223 hedge funds and large institutions have $1.97B invested in Avantis International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+27
Holders Change %
+13.78%
% of All Funds
3.57%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
35
Increased
117
Reduced
51
Closed
6
Calls
$1.17M
Puts
$4.49M
Net Calls
-$3.32M
Net Calls Change
-$3.32M

Top Buyers

1
MIAS
Mason Investment Advisory Services
Virginia
+$106M
2
HTC
Haverford Trust Company
Pennsylvania
+$84.3M
3
UA
Unison Advisors
District of Columbia
+$19M
4
SC
Savant Capital
Illinois
+$15.9M
5
AI
Accredited Investors
Minnesota
+$11.7M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$39.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.31M
4
KAS
Kestra Advisory Services
Texas
-$5.54M
5
MWM
Merriman Wealth Management
Washington
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$302M +$15.9M +271,313 +6%
Creative Planning
2
Creative Planning
Kansas
$232M -$39.9M -683,086 -15%
UA
3
Unison Advisors
District of Columbia
$112M +$19M +325,004 +20%
MIAS
4
Mason Investment Advisory Services
Virginia
$108M +$106M +1,805,814 +3,685%
HTC
5
Haverford Trust Company
Pennsylvania
$84.3M +$84.3M +1,440,740 New
AI
6
Accredited Investors
Minnesota
$77.3M +$11.7M +199,288 +18%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$71.6M +$3.74M +63,883 +6%
LFG
8
Larson Financial Group
Missouri
$39.3M +$226K +3,871 +0.6%
CCM
9
Carlson Capital Management
Minnesota
$38.6M +$5.14M +87,972 +15%
HighTower Advisors
10
HighTower Advisors
Illinois
$38.3M -$12.9M -221,014 -25%
PFA
11
Pure Financial Advisors
California
$36.8M +$5.2M +88,859 +16%
TWA
12
TCI Wealth Advisors
Arizona
$30.1M +$1.51M +25,821 +5%
CC
13
Callan Capital
California
$28M +$1.18M +20,177 +4%
BSW
14
Buckingham Strategic Wealth
Missouri
$27.5M – – –
BWM
15
Brickley Wealth Management
California
$25.7M +$234K +4,009 +0.9%
PP
16
PrairieView Partners
Minnesota
$25.1M +$643K +11,003 +3%
HIGP
17
Hill Investment Group Partners
Missouri
$25M +$3.96M +67,653 +19%
Corient Private Wealth
18
Corient Private Wealth
Florida
$23.7M +$4.81M +82,258 +25%
EWM
19
Empirical Wealth Management
Washington
$23M +$2.49M +42,552 +12%
DP
20
Divergent Planning
Maryland
$22.4M +$1.09M +18,596 +5%
American Century Companies
21
American Century Companies
Missouri
$20.9M +$1.37M +23,469 +7%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$20.5M -$16.3K -278 -0.1%
BHWM
23
Beaird Harris Wealth Management
Texas
$20.2M +$133K +2,277 +0.7%
OCG
24
Opus Capital Group
Ohio
$17.8M +$322K +5,503 +2%
FWP
25
Falcon Wealth Planning
California
$16.4M +$1.52M +25,991 +10%
1
2 3 4 5