Avantis Core Fixed Income ETF
AVIG
35 hedge funds and large institutions have $120M invested in Avantis Core Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
75% more capital invested
Capital invested by funds: $68.2M → $120M (+$51.3M)
25% more funds holding
Funds holding: 28 → 35 (+7)
0.33% more ownership
Funds ownership: 69.95% → 70.28% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$47.2M |
| 2 |
Jane Street
New York
|
+$7.35M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$3.17M |
| 4 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
+$1.36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$4.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.2M |
| 3 |
AC
Applied Capital
Little Rock,
Arkansas
|
-$681K |
| 4 |
CFO
CVA Family Office
Denver,
Colorado
|
-$260K |
| 5 |
LPL Financial
San Diego,
California
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
Mutual Advisors
Omaha,
Nebraska
| $257K | +$265K | +5,659 | New |
|
|
CPA
27
Cardiff Park Advisors
Carlsbad,
California
| $208K | – | – | – |
|
|
CFO
28
CVA Family Office
Denver,
Colorado
| $147K | -$260K | -5,555 | -63% |
|
|
FAG
29
Fortitude Advisory Group
Gig Harbor,
Washington
| $111K | – | – | – |
|
|
MFC
30
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $76K | +$35.2K | +752 | +82% |
|
|
LAS
31
Lloyd Advisory Services
Suwanee,
Georgia
| $67K | +$4.64K | +99 | +7% |
|
|
IWP
32
IAG Wealth Partners
Waukesha,
Wisconsin
| $28K | +$29.2K | +624 | New |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $18K | +$18.6K | +398 | New |
|
|
LFG
34
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
|
AWP
35
Abacus Wealth Partners
Santa Monica,
California
| – | -$4.09M | -83,931 | Closed |
|
|
AC
36
Applied Capital
Little Rock,
Arkansas
| – | -$681K | -13,961 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$15K | -307 | Closed |
|
38
Osaic Holdings
Scottsdale,
Arizona
| – | +$140 | +3 | New |
|
AVIG Hedge Fund Activity: Q1 2022 in Review
35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2022, worth a combined $120M — up 75% from $68.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVIG positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Hill Investment Group Partners, adding an estimated $47.2M. The largest seller was Abacus Wealth Partners, exiting entirely with an estimated $4.09M sold.
- 35 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2022, up from 28 in Q4 2021.
- Funds reported $120M of Avantis Core Fixed Income ETF stock for Q1 2022, up 75% quarter-over-quarter.
- 10 funds opened new Avantis Core Fixed Income ETF positions in Q1 2022 and 3 closed out, a net change of +7 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q1 2022 was Hill Investment Group Partners, an estimated $47.2M added.
- The largest Avantis Core Fixed Income ETF seller in Q1 2022 was Abacus Wealth Partners, an estimated $4.09M sold.
Based on aggregated 13F filings for Q1 2022.