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Avantis International Small Cap Value ETF (AVDV) Institutional Ownership

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$67.18
+0.43 (+0.64%)
(As of 05/14/2024 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)
21
Total
Institutional Inflows
(last 12 months)
$42.05M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.50M
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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
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%
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%
2/20/2024Able 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%
1/24/2024Prime 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%
1/12/2024 Fidelity 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%
11/30/2023 Fidelity 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%
11/13/2023Frontier Asset Management LLC80,345$4.65M2.1%N/A0.147%
11/9/2023Prime 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%
9/12/2023Farther 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%
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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%
5/5/2023Prime 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%
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%
3/6/2023OLD 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%
2/9/2023 Schwarz Dygos Wheeler Investment Advisors LLC52,951$2.93M1.2%+6.9%0.125%
2/6/2023 Gradient Capital Advisors LLC22,927$1.27M0.6%+2.0%0.054%
2/2/2023 Henrickson Nauta Wealth Advisors Inc.151,114$8.36M6.6%+5.2%0.356%
1/31/2023 Libra Wealth LLC30,959$1.71M0.0%+2.2%0.073%
1/27/2023 First National Bank Sioux Falls10,133$561K0.4%+33.3%0.024%
1/26/2023 Strategic Blueprint LLC97,520$5.40M0.6%+14.5%0.230%
1/25/2023 Versant Capital Management Inc52,838$2.93M1.1%+2.1%0.125%
1/25/2023 Intelligent Financial Strategies32,127$1.78M1.5%-7.9%0.076%
1/24/2023 SOL Capital Management CO4,115$228K0.0%N/A0.010%
1/19/2023 Asset Dedication LLC6,705$371K0.0%+28.7%0.016%
1/18/2023 Opus Capital Group LLC298,980$16.55M3.2%+7.9%0.719%
1/13/2023 Lam Group Inc.3,645$202K0.2%N/A0.009%
12/30/2022 Versant Capital Management Inc51,763$2.46M1.0%+10.8%0.145%
11/16/2022CoreFirst Bank & Trust2,125$101K0.1%N/A0.006%
11/15/2022Portfolio Solutions LLC79,160$3.76M0.5%+57.3%0.221%
11/14/2022OLD Mission Capital LLC9,230$438K0.0%-87.7%0.026%
11/8/2022 Strategic Blueprint LLC85,156$4.05M0.5%+12.1%0.238%
11/7/2022 EverSource Wealth Advisors LLC21,157$1.01M0.2%-1.6%0.059%
11/7/2022 Gradient Capital Advisors LLC22,483$1.07M0.5%-8.0%0.063%
11/4/2022 Schwarz Dygos Wheeler Investment Advisors LLC49,546$2.35M1.0%+2.3%0.138%
10/31/2022 Opus Capital Group LLC276,963$13.16M2.9%+5.1%0.784%
10/31/2022 James Investment Research Inc.537$26K0.0%+62.2%0.002%
10/27/2022 Asset Dedication LLC5,210$249K0.0%+17.7%0.015%
10/27/2022 Henrickson Nauta Wealth Advisors Inc.143,597$6.82M6.5%+0.4%0.412%
10/26/2022 Libra Wealth LLC30,292$1.44M0.9%-37.3%0.087%
10/26/2022 B&D White Capital Company LLC12,470$592K0.2%+2.8%0.036%
10/14/2022 First National Bank Sioux Falls7,600$361K0.4%+85.4%0.023%
8/13/2022 Schwarz Dygos Wheeler Investment Advisors LLC48,420$2.56M1.0%+24.8%0.165%
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8/12/2022 Strategic Blueprint LLC75,940$4.01M0.5%+37.3%0.258%
8/9/2022 Henrickson Nauta Wealth Advisors Inc.143,008$7.55M6.9%-2.4%0.486%
8/8/2022 Intelligent Financial Strategies48,898$2.58M2.6%+16,761.4%0.166%
8/5/2022OLD Mission Capital LLC74,850$3.95M0.1%+178.3%0.254%
8/1/2022 EverSource Wealth Advisors LLC21,511$1.14M0.3%+14.3%0.073%
8/1/2022 US Bancorp DE2,207$116K0.0%-37.1%0.007%
7/29/2022 Opus Capital Group LLC263,518$13.90M2.8%+15.5%0.895%
7/19/2022 Asset Dedication LLC4,428$232K0.0%+14.4%0.015%
7/18/2022 Gradient Capital Advisors LLC24,444$1.29M0.6%+6.9%0.084%
7/14/2022 B&D White Capital Company LLC12,136$640K0.3%-75.0%0.042%
(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, 37 institutional investors and hedge funds held shares of Avantis International Small Cap Value ETF. The most heavily invested institutionals were Haverford Trust Co ($106.64M), OLD Mission Capital LLC ($27.31M), Opus Capital Group LLC ($20.77M), Prime Capital Investment Advisors LLC ($14.99M), Symmetry Partners LLC ($11.92M), Henrickson Nauta Wealth Advisors Inc. ($8.36M), and Strategic Blueprint LLC ($7.14M).Learn more on AVDV's institutional investors.

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

Of the 36 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 ($340.96K), Haverford Trust Co ($257.46K), Opus Capital Group LLC ($95.32K), Frontier Asset Management LLC ($80.35K), Prime Capital Investment Advisors LLC ($74.52K), Emprise Bank ($72.74K), and CoreFirst Bank & Trust ($59.35K).

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

Institutional investors have bought a total of 1,341,992 shares in the last 24 months. This purchase volume represents approximately $81.00M 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), OLD Mission Capital LLC ($65.62K), B&D White Capital Company LLC ($36.36K), Symmetry Partners LLC ($34.76K), Libra Wealth LLC ($18.02K), Gradient Capital Advisors LLC ($3.78K), and WMG Financial Advisors LLC ($3.74K).

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

Institutional investors have sold a total of 255,943 shares in the last 24 months. This volume of shares sold represents approximately $14.24M in transactions.


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This page (NYSEARCA:AVDV) was last updated on 5/14/2024 by MarketBeat.com Staff

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