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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

360 hedge funds and large institutions have $5.41B invested in Avantis International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 81 reducing their positions, and 13 closing their positions.

Holders
360
Holders Change
+33
Holders Change %
+10.09%
% of All Funds
5.21%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.65%
New
47
Increased
175
Reduced
81
Closed
13
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$12K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$203M
2
SC
2
Savant Capital
Illinois
$631M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.21B
4
Creative Planning
4
Creative Planning
Kansas
$448M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$178M

Top Sellers

1
SP
1
Symmetry Partners
Connecticut
$1.47M
2
PA
2
Paragon Advisors
Texas
$235K
3
GA
3
Goldstein Advisors
Wisconsin
$405K
4
MWM
4
Merriman Wealth Management
Washington
$1.98M
5
Citadel Advisors
5
Citadel Advisors
Florida
$953K
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.21B 17,176,473 +379,400 +2%
SC
2
Savant Capital
Illinois
$631M 8,923,830 +936,184 +12%
Creative Planning
3
Creative Planning
Kansas
$448M 6,339,510 +377,302 +6%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$203M 2,872,131 +2,872,131 New
FPAS
5
Focus Partners Advisor Solutions
Missouri
$178M 2,516,627 +360,025 +17%
MIAS
6
Mason Investment Advisory Services
Virginia
$166M 2,346,677 -6,070 -0.3%
AI
7
Accredited Investors
Minnesota
$164M 2,315,295 +194,280 +9%
HTC
8
Haverford Trust Company
Pennsylvania
$116M 1,647,368 +15,889 +1%
PFA
9
Pure Financial Advisors
California
$96.6M 1,367,583 +119,400 +10%
Cerity Partners
10
Cerity Partners
New York
$84.6M 1,196,943 +27,657 +2%
UA
11
Unison Advisors
District of Columbia
$82.2M 1,162,732 -48,991 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$72.9M 1,031,537 +119,753 +13%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$70.9M 1,003,921 +101,163 +11%
Corient Private Wealth
14
Corient Private Wealth
Florida
$60.3M 853,209 +148,600 +21%
MFG
15
Merit Financial Group
Georgia
$58.4M 826,482 -54,865 -6%
EF
16
Empowered Funds
Pennsylvania
$47.2M 667,920 +11,664 +2%
TWA
17
TCI Wealth Advisors
Arizona
$44.7M 632,655 +21,285 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
$43.5M 615,911 +2,271 +0.4%
FG
19
Foster Group
Iowa
$40.2M 568,315 +14,998 +3%
CCM
20
Carlson Capital Management
Minnesota
$39.9M 564,707 +24,271 +4%
American Century Companies
21
American Century Companies
Missouri
$39M 552,088 +46,035 +9%
HIGP
22
Hill Investment Group Partners
Missouri
$36.1M 554,796 +282 +0.1%
EWM
23
Empirical Wealth Management
Washington
$35.5M 501,628 -4,490 -0.9%
PP
24
PrairieView Partners
Minnesota
$33.2M 469,742 +19,802 +4%
CC
25
Callan Capital
California
$32M 452,509 -6,644 -1%
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