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Avantis Core Fixed Income ETF

127 hedge funds and large institutions have $990M invested in Avantis Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$174M
SW
2
Simplicity Wealth
New Jersey
$91.2M
VFP
3
Verus Financial Partners
Virginia
$55.9M
HIGP
4
Hill Investment Group Partners
Missouri
$50.4M
PLFA
5
Pacific Life Fund Advisors
California
$47M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$45.4M
LPL Financial
7
LPL Financial
California
$31.9M
AAP
8
Arax Advisory Partners
Colorado
$28.6M
BWS
9
BCR Wealth Strategies
Alabama
$25.9M
EWM
10
Echo Wealth Management
Minnesota
$21.5M
HFA
11
Highland Financial Advisors
New Jersey
$21.1M
RCG
12
Regatta Capital Group
California
$20.9M
CWA
13
Centennial Wealth Advisory
Michigan
$19.9M
PAS
14
Park Avenue Securities
New York
$19.3M
Creative Planning
15
Creative Planning
Kansas
$19.1M
FPAS
16
Focus Partners Advisor Solutions
Missouri
$18.6M
AFGAS
17
Allegiance Financial Group Advisory Services
Virginia
$18.2M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.7M
Corient Private Wealth
19
Corient Private Wealth
Florida
$17M
LA
20
LexAurum Advisors
Kansas
$16.9M
Raymond James Financial
21
Raymond James Financial
Florida
$14.5M
SFC
22
Strategic Financial Concepts
Texas
$9.36M
AWM
23
Axxcess Wealth Management
California
$8.86M
AIC
24
Allodium Investment Consultants
Minnesota
$8.53M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.49M