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Avantis Core Fixed Income ETF
AVIG

40 hedge funds and large institutions have $153M invested in Avantis Core Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more funds holding

Funds holding: 36 → 40 (+4)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7.27% less ownership

Funds ownership: 70.28% → 63.01% (-7.3%)

10% less capital invested

Capital invested by funds: $169M → $153M (-$16.4M)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIGP
Hill Investment Group Partners
Missouri
+$4.04M
2
CL
CPWM LLC
Washington
+$3.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.19M
4
FA
Faithward Advisors
Pennsylvania
+$2.17M
5
PAS
Park Avenue Securities
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.9M
2
QFA
Quantum Financial Advisors
California
-$5.24M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.4M
4
AWM
AE Wealth Management
Kansas
-$1.68M
5
BA
Bridge Advisory
California
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
W
26
WorthPointe
California
$561K – – –
TIM
27
Tortoise Investment Management
New York
$514K -$13.5K -316 -2%
RJT
28
Raymond James Trust
Florida
$511K – – –
BA
29
Bridge Advisory
California
$451K -$555K -12,994 -54%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$393K +$415K +9,714 New
KWM
31
Kingsview Wealth Management
Oregon
$380K -$68.7K -1,609 -15%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$377K – – –
MA
33
Mutual Advisors
Nebraska
$312K +$43.2K +1,012 +15%
LPL Financial
34
LPL Financial
California
$257K +$271K +6,342 New
CPA
35
Cardiff Park Advisors
California
$186K – – –
CFO
36
CVA Family Office
Colorado
$131K – – –
MFC
37
Morris Financial Concepts
South Carolina
$94K +$23.5K +550 +31%
Osaic Holdings
38
Osaic Holdings
Arizona
$46K +$48.7K +1,141 New
LFG
39
Larson Financial Group
Missouri
$2K – – –
AC
40
AWM Capital
Arizona
– -$327K -7,622 Closed
UBS Group
41
UBS Group
Switzerland
– +$85 +2 New
1
2

AVIG Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2022, worth a combined $153M — down 9.7% from $169M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVIG positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Hill Investment Group Partners, adding an estimated $4.04M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 40 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2022, up from 36 in Q2 2022.
  • Funds reported $153M of Avantis Core Fixed Income ETF stock for Q3 2022, down 9.7% quarter-over-quarter.
  • 7 funds opened new Avantis Core Fixed Income ETF positions in Q3 2022 and 3 closed out, a net change of +4 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2022 was Hill Investment Group Partners, an estimated $4.04M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2022 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2022.