Avantis Core Fixed Income ETF
AVIG
28 hedge funds and large institutions have $68.2M invested in Avantis Core Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
85% more capital invested
Capital invested by funds: $36.8M → $68.2M (+$31.4M)
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
65% more funds holding
Funds holding: 17 → 28 (+11)
19.99% more ownership
Funds ownership: 49.95% → 69.95% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$4.1M |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$1.61M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.28M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$789K |
| 5 |
PAS
Park Avenue Securities
New York
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$897K |
| 3 |
AC
Applied Capital
Little Rock,
Arkansas
|
-$328K |
| 4 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$90.5K |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFC
26
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $45K | +$44.7K | +914 | New |
|
27
UBS Group
Zurich,
Switzerland
| $15K | +$15K | +307 | New |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
|
IF
29
Ironwood Financial
Tucson,
Arizona
| – | -$51K | -1,030 | Closed |
|
AVIG Hedge Fund Activity: Q4 2021 in Review
28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2021, worth a combined $68.2M — up 85% from $36.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AVIG positions and 1 closed out — a net gain of 11 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Abacus Wealth Partners, opening a new position worth an estimated $4.1M. The largest seller was Jane Street, cutting an estimated $2.15M.
- 28 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2021, up from 17 in Q3 2021.
- Funds reported $68.2M of Avantis Core Fixed Income ETF stock for Q4 2021, up 85% quarter-over-quarter.
- 12 funds opened new Avantis Core Fixed Income ETF positions in Q4 2021 and 1 closed out, a net change of +11 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q4 2021 was Abacus Wealth Partners, an estimated $4.1M added.
- The largest Avantis Core Fixed Income ETF seller in Q4 2021 was Jane Street, an estimated $2.15M sold.
Based on aggregated 13F filings for Q4 2021.