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Avantis International Small Cap Value ETF
AVDV

Overview Fund Activity

437 hedge funds and large institutions have $6.21B invested in Avantis International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+22
Holders Change %
+5.3%
% of All Funds
5.94%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
54
Increased
221
Reduced
113
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
+$34K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$336M
2
MWM
Modera Wealth Management
New Jersey
+$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$81.7M
4
SC
Savant Capital
Illinois
+$59.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$40.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$386M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$79.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
4
PAS
Park Avenue Securities
New York
-$28.2M
5
TC
Trilogy Capital
California
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.01B +$336M +4,824,503 +50%
SC
2
Savant Capital
Illinois
$749M +$59.9M +859,190 +9%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$436M +$21M +297,485 +5%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$251M +$32.5M +465,346 +15%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$250M +$22.7M +325,454 +10%
AI
6
Accredited Investors
Minnesota
$173M +$1.48M +21,168 +0.9%
MIAS
7
Mason Investment Advisory Services
Virginia
$170M -$35.5K -509 -0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$151M +$81.7M +1,171,022 +118%
MWM
9
Modera Wealth Management
New Jersey
$116M +$105M +1,506,131 +980%
HTC
10
Haverford Trust Company
Pennsylvania
$114M -$2.58M -37,001 -2%
PFA
11
Pure Financial Advisors
California
$113M +$7.02M +100,723 +7%
Cerity Partners
12
Cerity Partners
New York
$91.3M +$3.51M +50,373 +4%
UA
13
Unison Advisors
District of Columbia
$81.2M -$257K -3,687 -0.3%
Corient Private Wealth
14
Corient Private Wealth
Florida
$78.1M +$10.8M +154,337 +16%
MFG
15
Merit Financial Group
Georgia
$67.7M +$5.71M +81,811 +9%
LPL Financial
16
LPL Financial
California
$57.4M +$31.4M +450,010 +120%
CIG
17
CCM Investment Group
Minnesota
$50.4M +$693K +9,823 +1%
EF
18
Empowered Funds
Pennsylvania
$49.9M +$554K +7,942 +1%
American Century Companies
19
American Century Companies
Missouri
$48M +$6.2M +88,967 +15%
TWA
20
TCI Wealth Advisors
Arizona
$46.2M +$955K +13,694 +2%
FG
21
Foster Group
Iowa
$43.1M – – –
HighTower Advisors
22
HighTower Advisors
Illinois
$42.4M -$649K -9,304 -2%
FAM
23
Frontier Asset Management
Wyoming
$41.6M +$37.9M +544,045 +1,046%
SFA
24
Sequoia Financial Advisors
Ohio
$40.5M +$40.5M +580,604 New
HIGP
25
Hill Investment Group Partners
Missouri
$39.9M -$1.26M -18,105 -3%
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