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Avantis International Small Cap Value ETF

440 hedge funds and large institutions have $6.26B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 224 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $21K | Put options by funds: $7K

98% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 113

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $5.1B → $6.26B (+$1.16B)

15% more funds holding in top 10

Funds holding in top 10: 6069 (+9)

5% more funds holding

Funds holding: 418440 (+22)

1.97% more ownership

Funds ownership: 80.49%82.45% (+2%)

Holders
440
Holders Change
+22
Holders Change %
+5.26%
% of All Funds
5.9%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
0.93%
New
54
Increased
224
Reduced
113
Closed
29
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.01B +$328M +4,824,503 +50%
SC
2
Savant Capital
Illinois
$744M +$53.9M +794,293 +8%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$436M +$20.2M +297,485 +5%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$251M +$31.6M +465,346 +15%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$250M +$22.1M +325,454 +10%
AI
6
Accredited Investors
Minnesota
$173M +$1.44M +21,168 +0.9%
MIAS
7
Mason Investment Advisory Services
Virginia
$170M -$34.6K -509 -0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$151M +$79.5M +1,171,022 +118%
MWM
9
Modera Wealth Management
New Jersey
$116M +$102M +1,506,131 +980%
HTC
10
Haverford Trust Company
Pennsylvania
$114M -$2.51M -37,001 -2%
PFA
11
Pure Financial Advisors
California
$113M +$6.84M +100,723 +7%
Cerity Partners
12
Cerity Partners
New York
$91.3M +$3.42M +50,373 +4%
UA
13
Unison Advisors
District of Columbia
$81.2M -$250K -3,687 -0.3%
Corient Private Wealth
14
Corient Private Wealth
Florida
$78.1M +$10.5M +154,337 +16%
MFG
15
Merit Financial Group
Georgia
$67.7M +$5.56M +81,811 +9%
LPL Financial
16
LPL Financial
California
$57.4M +$30.6M +450,010 +120%
CIG
17
CCM Investment Group
Minnesota
$50.4M +$667K +9,823 +1%
EF
18
Empowered Funds
Pennsylvania
$49.9M +$539K +7,942 +1%
American Century Companies
19
American Century Companies
Missouri
$48M +$6.04M +88,967 +15%
TWA
20
TCI Wealth Advisors
Arizona
$46.2M +$930K +13,694 +2%
FG
21
Foster Group
Iowa
$43.1M
HighTower Advisors
22
HighTower Advisors
Illinois
$42.4M -$632K -9,304 -2%
FAM
23
Frontier Asset Management
Wyoming
$41.6M +$36.9M +544,045 +1,046%
SFA
24
Sequoia Financial Advisors
Ohio
$40.5M +$39.4M +580,604 New
HIGP
25
Hill Investment Group Partners
Missouri
$39.9M -$1.23M -18,105 -3%

AVDV Hedge Fund Activity: Q1 2025 in Review

440 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis International Small Cap Value ETF (AVDV) for Q1 2025, worth a combined $6.26B — up 23% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVDV positions and 29 closed out — a net gain of 25 holders — while 224 added to existing stakes and 113 trimmed.

The largest buyer was Creative Planning, adding an estimated $328M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $77.5M.

  • 440 institutional investors held Avantis International Small Cap Value ETF (AVDV) as of Q1 2025, up from 418 in Q4 2024.
  • Funds reported $6.26B of Avantis International Small Cap Value ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 54 funds opened new Avantis International Small Cap Value ETF positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Avantis International Small Cap Value ETF buyer in Q1 2025 was Creative Planning, an estimated $328M added.
  • The largest Avantis International Small Cap Value ETF seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2025.