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Avantis International Small Cap Value ETF

499 hedge funds and large institutions have $10.1B invested in Avantis International Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 226 increasing their positions, 137 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 137

31% more capital invested

Capital invested by funds: $7.7B → $10.1B (+$2.35B)

7% more funds holding in top 10

Funds holding in top 10: 6974 (+5)

5% more funds holding

Funds holding: 475499 (+24)

1.41% more ownership

Funds ownership: 79.7%81.11% (+1.4%)

Holders
499
Holders Change
+24
Holders Change %
+5.05%
% of All Funds
6.55%
Holding in Top 10
74
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.25%
% of All Funds
0.97%
New
65
Increased
226
Reduced
137
Closed
27
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.84B +$188M +2,233,256 +12%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.68B +$948M +11,274,698 +145%
SC
3
Savant Capital
Illinois
$1.02B +$48.8M +580,555 +5%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$362M +$19.8M +236,023 +6%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$335M +$18M +213,560 +6%
AI
6
Accredited Investors
Minnesota
$230M +$7.29M +86,762 +3%
MIAS
7
Mason Investment Advisory Services
Virginia
$213M -$5.06M -60,204 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$202M +$8.25M +98,127 +5%
MWM
9
Modera Wealth Management
New Jersey
$176M +$13.9M +165,353 +9%
PFA
10
Pure Financial Advisors
California
$149M +$3.87M +45,991 +3%
HTC
11
Haverford Trust Company
Pennsylvania
$147M -$886K -10,546 -0.6%
Cerity Partners
12
Cerity Partners
New York
$118M +$762K +9,067 +0.7%
LPL Financial
13
LPL Financial
California
$116M +$37M +440,467 +51%
American Century Companies
14
American Century Companies
Missouri
$85.7M +$1.82M +21,689 +2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$73.9M +$30.8M +366,601 +79%
Morgan Stanley
16
Morgan Stanley
New York
$65.2M +$6.32M +75,213 +11%
UA
17
Unison Advisors
District of Columbia
$63.6M -$38.8M -461,362 -39%
TWA
18
TCI Wealth Advisors
Arizona
$61.4M +$1.28M +15,214 +2%
SFA
19
Sequoia Financial Advisors
Ohio
$56.6M +$3.09M +36,739 +6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$56.2M -$35.5M -422,471 -40%
FAM
21
Frontier Asset Management
Wyoming
$53.2M -$36.6K -436 -0.1%
EWM
22
Empirical Wealth Management
Washington
$52.9M +$1.3M +15,479 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$51.6M -$418K -4,969 -0.8%
FG
24
Foster Group
Iowa
$50.3M -$1.91M -22,677 -4%
BEW
25
Burton Enright Welch
California
$50M +$704K +8,375 +2%