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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 %
SC
1
Savant Capital
Illinois
$321M +$23.3M +404,407 +8%
Creative Planning
2
Creative Planning
Kansas
$238M +$9.95M +172,810 +4%
MIAS
3
Mason Investment Advisory Services
Virginia
$128M +$21.4M +371,659 +20%
UA
4
Unison Advisors
District of Columbia
$108M -$2.24M -38,844 -2%
HTC
5
Haverford Trust Company
Pennsylvania
$89.4M +$6.46M +112,156 +8%
AI
6
Accredited Investors
Minnesota
$81.1M +$5M +86,813 +7%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$64.3M -$6.21M -107,897 -9%
PFA
8
Pure Financial Advisors
California
$41.1M +$4.84M +84,087 +13%
CCM
9
Carlson Capital Management
Minnesota
$40.7M +$2.66M +46,143 +7%
LFG
10
Larson Financial Group
Missouri
$39.1M +$448K +7,778 +1%
HighTower Advisors
11
HighTower Advisors
Illinois
$36.8M -$983K -17,079 -3%
BSW
12
Buckingham Strategic Wealth
Missouri
$35.3M +$6.64M +115,298 +23%
TWA
13
TCI Wealth Advisors
Arizona
$31.7M +$2.03M +35,266 +7%
Citadel Advisors
14
Citadel Advisors
Florida
$31.6M +$26.6M +461,590 +532%
HIGP
15
Hill Investment Group Partners
Missouri
$28M +$3.37M +58,584 +14%
CC
16
Callan Capital
California
$26.6M -$915K -15,899 -3%
Corient Private Wealth
17
Corient Private Wealth
Florida
$25.6M +$2.27M +39,511 +10%
BWM
18
Brickley Wealth Management
California
$25.4M +$102K +1,768 +0.4%
PP
19
PrairieView Partners
Minnesota
$25.1M +$392K +6,813 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$25.1M +$16.5M +286,617 +192%
EWM
21
Empirical Wealth Management
Washington
$25M +$2.34M +40,699 +10%
AAS
22
Annex Advisory Services
Wisconsin
$24.8M +$20.2M +351,346 +439%
DP
23
Divergent Planning
Maryland
$22.9M +$864K +15,009 +4%
EA
24
Efficient Advisors
Ohio
$22.9M +$22.9M +398,076 New
Cerity Partners
25
Cerity Partners
New York
$22.7M +$22M +381,848 +3,064%
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