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Avantis International Small Cap Value ETF (AVDV) Institutional Ownership

Avantis International Small Cap Value ETF logo
$66.92 +0.42 (+0.63%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for Avantis International Small Cap Value ETF (NYSEARCA:AVDV)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$71.70M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$8.84M
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AVDV Institutional Buying and Selling by Quarter

Avantis International Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Continuum Advisory LLC40,981$2.70M0.3%+5.0%0.047%
11/15/2024 Community Bank N.A.12,061$852K0.1%N/A0.014%
11/14/2024 Captrust Financial Advisors12,522$885K0.0%+2.2%0.014%
11/8/2024 EverSource Wealth Advisors LLC41,870$2.96M0.2%-2.9%0.048%
11/5/2024 Haverford Trust Co1,647,368$116.42M1.1%+1.0%1.886%
11/5/2024 Prime Capital Investment Advisors LLC296,017$20.92M0.3%+4.0%0.339%
11/1/2024 Able Wealth Management LLC4,647$328K0.2%-18.3%0.005%
11/1/2024 Hollencrest Capital Management1,311$93K0.0%-48.2%0.002%
10/29/2024 First National Bank Sioux Falls54,988$3.89M1.8%+13.0%0.063%
10/29/2024 Farther Finance Advisors LLC28,345$2.00M0.1%+22.3%0.032%
10/25/2024 Strategic Blueprint LLC111,406$7.87M0.5%+1.0%0.128%
10/25/2024 Fortitude Family Office LLC52,432$3.71M1.5%+3.8%0.060%
10/24/2024 Morton Brown Family Wealth LLC169,806$12M4.3%+171.8%0.194%
10/23/2024 Klaas Financial Asset Advisors LLC79,192$5.60M1.0%+2.3%0.091%
10/18/2024Lam Group Inc.15,575$1.10M0.8%+61.9%0.018%
10/10/2024 Gibson Capital LLC23,913$1.69M0.3%+13.6%0.027%
10/9/2024 UMB Bank n.a.16,220$1.15M0.0%-3.9%0.019%
10/8/2024 Versant Capital Management Inc52,471$3.71M0.8%-0.6%0.060%
10/1/2024Emprise Bank107,803$7.62M4.4%+20.8%0.123%
8/16/2024 Nemes Rush Group LLC1,075$70K0.0%+69.3%0.001%
8/14/2024 EverSource Wealth Advisors LLC43,124$2.93M0.2%+6.7%0.049%
8/9/2024 Brown Brothers Harriman & Co.810$53K0.0%+110.4%0.001%
8/9/2024 Prime Capital Investment Advisors LLC284,704$18.49M0.3%-0.7%0.326%
8/8/2024 Frontier Asset Management LLC90,159$5.86M2.1%+10.2%0.103%
8/6/2024Fidelity D & D Bancorp Inc.28,460$1.85M1.4%+2.5%0.033%
7/31/2024 Farther Finance Advisors LLC23,174$1.51M0.1%+1.8%0.027%
7/31/2024 First National Bank Sioux Falls48,645$3.16M1.6%+32.1%0.056%
7/30/2024 Morton Brown Family Wealth LLC62,464$4.21M1.6%N/A0.072%
7/29/2024Emprise Bank89,225$5.80M3.6%+22.7%0.102%
7/29/2024 Nations Financial Group Inc. IA ADV6,415$417K0.0%+3.5%0.007%
7/27/2024 Strategic Blueprint LLC110,329$7.17M0.5%+1.8%0.126%
7/11/2024 Symmetry Partners LLC177,148$11.51M0.6%-7.0%0.203%
7/10/2024 Fortitude Family Office LLC50,532$3.28M1.9%N/A0.058%
6/11/2024 EverSource Wealth Advisors LLC40,419$2.61M0.2%-8.2%0.046%
5/21/2024 LRI Investments LLC1,650$109K0.0%N/A0.002%
5/15/2024CoreFirst Bank & Trust83,697$5.51M3.4%-1.2%0.096%
5/15/2024 LRI Investments LLC1,650$110K0.0%N/A0.002%
5/14/2024 OLD Mission Capital LLC414,622$27.31M0.5%+239.4%0.475%
5/2/2024 Haverford Trust Co1,619,214$106.64M1.1%+9.9%1.865%
4/26/2024 Opus Capital Group LLC315,305$20.77M3.0%+1.0%0.363%
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4/23/2024 Strategic Blueprint LLC108,340$7.14M0.5%+1.8%0.125%
4/16/2024 First National Bank Sioux Falls36,823$2.43M1.3%+15.2%0.068%
4/11/2024 Bull Oak Capital LLC46,641$3.07M2.1%+14,163.3%0.086%
4/8/2024Emprise Bank72,744$4.79M3.2%N/A0.133%
3/18/2024CoreFirst Bank & Trust84,726$5.30M3.5%+22.4%0.155%
2/20/2024 Able Wealth Management LLC8,614$538K0.5%N/A0.016%
2/9/2024 EverSource Wealth Advisors LLC44,053$2.75M0.3%+8.2%0.081%
2/9/2024 Certified Advisory Corp10,822$676K0.1%+86.0%0.020%
2/8/2024 Haverford Trust Co1,473,914$92.11M1.0%-5.2%2.704%
2/1/2024 First National Bank Sioux Falls31,974$2.00M1.0%+25.6%0.059%
2/1/2024 Gradient Capital Advisors LLC21,710$1.36M0.5%+2.7%0.040%
1/31/2024 Opus Capital Group LLC312,276$19.51M3.2%+3.3%0.573%
1/25/2024 Strategic Blueprint LLC106,458$6.65M0.5%+2.7%0.195%
1/24/2024 Prime Capital Investment Advisors LLC239,832$14.99M0.2%+37.4%0.440%
1/19/2024 AdvisorNet Financial Inc1,972$123K0.0%+349.2%0.004%
1/19/2024 Life Planning Partners Inc4,070$254K0.2%N/A0.007%
1/12/2024Fidelity D & D Bancorp Inc.27,687$1.73M1.3%-2.4%0.051%
1/9/2024 Versant Capital Management Inc52,741$3.30M1.0%+0.8%0.097%
1/2/2024 Symmetry Partners LLC190,512$11.92M0.6%-15.4%0.349%
12/18/2023CoreFirst Bank & Trust69,220$4.00M2.8%+34.2%0.127%
11/30/2023Fidelity D & D Bancorp Inc.28,354$1.64M1.7%N/A0.052%
11/13/2023 Hollencrest Capital Management2,391$138K0.0%N/A0.004%
11/13/2023 Certified Advisory Corp5,817$337K0.0%-12.6%0.011%
11/13/2023 Asset Dedication LLC8,266$479K0.0%+2.7%0.015%
11/13/2023 Frontier Asset Management LLC80,345$4.65M2.1%N/A0.147%
11/9/2023 Prime Capital Investment Advisors LLC174,570$10.10M0.2%+2.8%0.320%
11/4/2023 EverSource Wealth Advisors LLC40,727$2.36M0.2%+8.2%0.075%
10/27/2023 Gibson Capital LLC21,219$1.23M0.3%-1.4%0.039%
10/19/2023 SOL Capital Management CO3,700$214K0.0%-10.3%0.007%
10/18/2023 Strategic Blueprint LLC103,676$6.00M0.6%+3.5%0.190%
10/12/2023 RVW Wealth LLC4,076$236K0.0%-15.2%0.007%
10/12/2023 AdvisorNet Financial Inc439$25K0.0%N/A0.001%
10/12/2023 First National Bank Sioux Falls25,456$1.47M0.9%+29.6%0.047%
10/12/2023 Versant Capital Management Inc52,323$3.03M1.0%+1.1%0.096%
9/12/2023 Farther Finance Advisors LLC23,460$1.35M0.3%+5.5%0.043%
8/22/2023 Asset Dedication LLC8,049$464K0.0%-4.2%0.015%
8/8/2023 Haverford Trust Co1,552,896$89.39M1.0%+7.8%2.849%
8/7/2023CoreFirst Bank & Trust51,571$2.97M2.1%+26.2%0.095%
8/4/2023 EverSource Wealth Advisors LLC37,629$2.17M0.2%-1.2%0.077%
7/31/2023 Opus Capital Group LLC310,333$17.86M3.1%+1.9%0.636%
7/19/2023 Gradient Capital Advisors LLC21,110$1.22M0.5%-1.9%0.043%
7/18/2023 First National Bank Sioux Falls19,637$1.13M0.7%+28.8%0.040%
7/17/2023 Gibson Capital LLC21,525$1.24M0.3%+1.1%0.044%
7/10/2023 Versant Capital Management Inc51,762$2.98M1.0%-2.3%0.106%
5/11/2023 EverSource Wealth Advisors LLC38,076$2.23M0.3%-1.2%0.078%
5/5/2023 Prime Capital Investment Advisors LLC4,488$262K0.0%N/A0.011%
4/28/2023 Strategic Blueprint LLC99,138$5.80M0.6%+1.7%0.233%
4/26/2023 James Investment Research Inc.892$52K0.0%+45.0%0.002%
4/25/2023 Parallel Advisors LLC743$43K0.0%N/A0.002%
4/24/2023 Opus Capital Group LLC304,483$17.81M3.3%+1.8%0.714%
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4/24/2023 Asset Dedication LLC8,403$493K0.0%+25.3%0.020%
4/18/2023 WMG Financial Advisors LLC34,676$2.52M2.1%-9.7%0.081%
4/18/2023 First National Bank Sioux Falls15,251$892K0.6%+50.5%0.036%
4/18/2023 Gradient Capital Advisors LLC21,524$1.26M0.5%-6.1%0.050%
4/11/2023 RVW Wealth LLC4,804$281K0.0%N/A0.011%
3/6/2023 OLD Mission Capital LLC9,761$540K0.0%+5.8%0.023%
2/16/2023CoreFirst Bank & Trust15,485$857K0.7%+628.7%0.037%
2/14/2023 Atlas Wealth LLC4,064$225K0.1%N/A0.010%
2/10/2023 WMG Financial Advisors LLC38,411$2.13M1.8%+2.8%0.091%
2/9/2023 EverSource Wealth Advisors LLC38,548$2.13M0.3%+82.2%0.091%
(Data available from 1/1/2016 forward)

AVDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVDV shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Avantis International Small Cap Value ETF. The most heavily invested institutionals were Haverford Trust Co ($116.42M), OLD Mission Capital LLC ($27.31M), Prime Capital Investment Advisors LLC ($20.92M), Opus Capital Group LLC ($20.77M), Morton Brown Family Wealth LLC ($12M), Symmetry Partners LLC ($11.51M), and Henrickson Nauta Wealth Advisors Inc. ($8.36M).Learn more on AVDV's institutional investors.

Which institutional investors have been buying Avantis International Small Cap Value ETF stock?

Of the 42 institutional investors that purchased Avantis International Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($293.01K), Haverford Trust Co ($273.35K), Morton Brown Family Wealth LLC ($169.81K), Emprise Bank ($107.80K), Frontier Asset Management LLC ($88.67K), Prime Capital Investment Advisors LLC ($85.84K), and CoreFirst Bank & Trust ($57.23K).

How much institutional buying is happening at Avantis International Small Cap Value ETF?

Institutional investors have bought a total of 1,449,386 shares in the last 24 months. This purchase volume represents approximately $92.25M in transactions.

Which Avantis International Small Cap Value ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Avantis International Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Haverford Trust Co ($80.26K), Symmetry Partners LLC ($48.12K), EverSource Wealth Advisors LLC ($5.81K), WMG Financial Advisors LLC ($3.74K), Intelligent Financial Strategies ($2.75K), Prime Capital Investment Advisors LLC ($1.88K), and Gradient Capital Advisors LLC ($1.82K).

How much institutional selling is happening at Avantis International Small Cap Value ETF?

Institutional investors have sold a total of 153,194 shares in the last 24 months. This volume of shares sold represents approximately $9.60M in transactions.


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This page (NYSEARCA:AVDV) was last updated on 11/24/2024 by MarketBeat.com Staff
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