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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.01B 16,214,850 +16,212,292 +633,788%
SC
2
Savant Capital
Illinois
$424M 6,779,677 +730,109 +12%
Creative Planning
3
Creative Planning
Kansas
$321M 5,141,615 +841,508 +20%
MIAS
4
Mason Investment Advisory Services
Virginia
$145M 2,316,118 +86,552 +4%
UA
5
Unison Advisors
District of Columbia
$112M 1,793,774 +22,614 +1%
BSW
6
Buckingham Strategic Wealth
Missouri
$108M 1,732,796 +1,000,273 +137%
HTC
7
Haverford Trust Company
Pennsylvania
$92.1M 1,473,914 -80,259 -5%
AI
8
Accredited Investors
Minnesota
$78.5M 1,256,064 +442,880 +54%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$68.5M 1,096,635 +29,625 +3%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$67.4M 1,078,362 +568,299 +111%
Cerity Partners
11
Cerity Partners
New York
$67.2M 1,074,941 +44,921 +4%
AAS
12
Annex Advisory Services
Wisconsin
$56.8M 909,590 +97,679 +12%
PFA
13
Pure Financial Advisors
California
$56.6M 906,024 +99,852 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$49.7M 795,869 +33,270 +4%
CCM
15
Carlson Capital Management
Minnesota
$49.7M 795,813 +74,777 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$39.8M 637,853 +6,519 +1%
LFG
17
Larson Financial Group
Missouri
$39M 623,835 -55,319 -8%
TWA
18
TCI Wealth Advisors
Arizona
$36.7M 588,031 +17,163 +3%
HIGP
19
Hill Investment Group Partners
Missouri
$33.4M 533,867 -39,100 -7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$33.3M 532,680 +39,937 +8%
EWM
21
Empirical Wealth Management
Washington
$30.1M 482,327 +23,565 +5%
PP
22
PrairieView Partners
Minnesota
$27.8M 445,641 +4,355 +1%
CC
23
Callan Capital
California
$27.8M 444,361 -36,874 -8%
BWM
24
Brickley Wealth Management
California
$27.7M 443,124 +3,182 +0.7%
American Century Companies
25
American Century Companies
Missouri
$26.8M 429,047 +28,459 +7%
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