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Avantis International Small Cap Value ETF

331 hedge funds and large institutions have $4.77B invested in Avantis International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 194 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 76

5% more capital invested

Capital invested by funds: $4.54B → $4.77B (+$224M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0.38% less ownership

Funds ownership: 80.91%80.54% (-0.38%)

1% less funds holding

Funds holding: 333331 (-2)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

81% less call options, than puts

Call options by funds: $6K | Put options by funds: $32K

Holders
331
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.78%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.69%
New
27
Increased
194
Reduced
76
Closed
26
Calls
$6K
Puts
$32K
Net Calls
-$26K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.09B +$22.6M +341,573 +2%
SC
2
Savant Capital
Illinois
$519M +$43.9M +665,490 +9%
Creative Planning
3
Creative Planning
Kansas
$387M +$26.1M +395,389 +7%
BSW
4
Buckingham Strategic Wealth
Missouri
$168M +$20.8M +315,602 +14%
MIAS
5
Mason Investment Advisory Services
Virginia
$153M +$3.09M +46,832 +2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$140M +$20.9M +316,642 +17%
AI
7
Accredited Investors
Minnesota
$138M +$32.8M +496,083 +31%
HTC
8
Haverford Trust Company
Pennsylvania
$106M +$810K +12,265 +0.8%
PFA
9
Pure Financial Advisors
California
$81.1M +$16.5M +249,202 +25%
UA
10
Unison Advisors
District of Columbia
$78.7M -$37.3M -564,531 -32%
Cerity Partners
11
Cerity Partners
New York
$75.9M +$2.38M +36,020 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$59.2M +$4.45M +67,433 +8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$58.6M +$435K +6,586 +0.7%
MFG
14
Merit Financial Group
Georgia
$57.2M +$58.2M +881,347 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$45.8M +$29.1M +440,707 +167%
EF
16
Empowered Funds
Pennsylvania
$42.6M +$14.5M +219,851 +50%
HighTower Advisors
17
HighTower Advisors
Illinois
$39.9M +$39.4K +597 +0.1%
TWA
18
TCI Wealth Advisors
Arizona
$39.7M +$762K +11,532 +2%
HIGP
19
Hill Investment Group Partners
Missouri
$37.2M +$879K +13,314 +2%
FG
20
Foster Group
Iowa
$35.9M +$32.4M +490,453 +780%
CCM
21
Carlson Capital Management
Minnesota
$35.1M +$787K +11,917 +2%
BEW
22
Burton Enright Welch
California
$34.4M +$717K +10,861 +2%
EWM
23
Empirical Wealth Management
Washington
$32.9M +$41.9K +635 +0.1%
American Century Companies
24
American Century Companies
Missouri
$32.9M +$2.48M +37,621 +8%
CC
25
Callan Capital
California
$29.8M +$122K +1,846 +0.4%

AVDV Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q2 2024, worth a combined $4.77B — up 4.9% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AVDV positions and 26 closed out — a net gain of 1 holder — while 194 added to existing stakes and 76 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $58.2M. The largest seller was Unison Advisors, cutting an estimated $37.3M.

  • 331 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q2 2024, down from 333 in Q1 2024.
  • Funds reported $4.77B of Avantis International Small Cap Value ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 27 funds opened new Avantis International Small Cap Value ETF positions in Q2 2024 and 26 closed out, a net change of +1 holder.
  • The largest Avantis International Small Cap Value ETF buyer in Q2 2024 was Merit Financial Group, an estimated $58.2M added.
  • The largest Avantis International Small Cap Value ETF seller in Q2 2024 was Unison Advisors, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2024.