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Avantis Core Fixed Income ETF
AVIG

36 hedge funds and large institutions have $169M invested in Avantis Core Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

42% more capital invested

Capital invested by funds: $120M → $169M (+$49.8M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 35 → 36 (+1)

0.01% more ownership

Funds ownership: 70.28% → 70.28% (+0.01%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
7
Increased
19
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.23M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.67M
3
CL
CPWM LLC
Washington
+$2.74M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.11M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$885K

Top Sellers

Rank Fund Capital Flow
1
HIGP
Hill Investment Group Partners
Missouri
-$2.36M
2
AWM
AE Wealth Management
Kansas
-$534K
3
LPL Financial
LPL Financial
California
-$468K
4
BWS
BCR Wealth Strategies
Alabama
-$411K
5
FAG
Fortitude Advisory Group
Washington
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
26
NWAM LLC
Washington
$535K +$246K +5,670 +85%
KWM
27
Kingsview Wealth Management
Oregon
$472K +$93.7K +2,157 +24%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$399K +$130K +2,987 +47%
AC
29
AWM Capital
Arizona
$327K -$2.69K -62 -0.8%
MA
30
Mutual Advisors
Nebraska
$287K +$45.2K +1,041 +18%
CPA
31
Cardiff Park Advisors
California
$197K – – –
CFO
32
CVA Family Office
Colorado
$139K – – –
MFC
33
Morris Financial Concepts
South Carolina
$76K +$5.04K +116 +7%
LFG
34
Larson Financial Group
Missouri
$2K – – –
LPL Financial
35
LPL Financial
California
– -$468K -10,325 Closed
FAG
36
Fortitude Advisory Group
Washington
– -$111K -2,446 Closed
LAS
37
Lloyd Advisory Services
Georgia
– -$67K -1,482 Closed
IWP
38
IAG Wealth Partners
Wisconsin
– -$28K -624 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$18K -398 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$43 +1 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
– +$348 +8 New
1
2

AVIG Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q2 2022, worth a combined $169M — up 42% from $120M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVIG positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $9.23M. The largest seller was Hill Investment Group Partners, cutting an estimated $2.36M.

  • 36 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q2 2022, up from 35 in Q1 2022.
  • Funds reported $169M of Avantis Core Fixed Income ETF stock for Q2 2022, up 42% quarter-over-quarter.
  • 7 funds opened new Avantis Core Fixed Income ETF positions in Q2 2022 and 6 closed out, a net change of +1 holder.
  • The largest Avantis Core Fixed Income ETF buyer in Q2 2022 was Jane Street, an estimated $9.23M added.
  • The largest Avantis Core Fixed Income ETF seller in Q2 2022 was Hill Investment Group Partners, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2022.