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Avantis Core Fixed Income ETF

50 hedge funds and large institutions have $244M invested in Avantis Core Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
13
Increased
21
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
26
Centennial Wealth Advisory
Michigan
$1.36M -$136K -3,313 -9%
KAS
27
Kestra Advisory Services
Texas
$1.3M +$1.3M +31,657 New
CPA
28
Cardiff Park Advisors
California
$1.01M +$819K +20,000 +435%
AF
29
Allworth Financial
California
$879K +$879K +21,461 New
Citadel Advisors
30
Citadel Advisors
Florida
$703K -$1.38M -33,664 -66%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$668K +$287K +6,988 +75%
NL
32
NWAM LLC
Washington
$641K -$147K -3,592 -19%
SHWM
33
Silicon Hills Wealth Management
Texas
$613K -$30.6K -747 -5%
IFA
34
Index Fund Advisors
California
$592K -$66.1K -1,613 -10%
W
35
WorthPointe
California
$568K
LPL Financial
36
LPL Financial
California
$550K +$290K +7,076 +112%
BA
37
Bridge Advisory
California
$519K +$61.9K +1,511 +14%
RJT
38
Raymond James Trust
Florida
$493K -$24.7K -602 -5%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$466K +$67.6K +1,649 +17%
TIM
40
Tortoise Investment Management
New York
$423K -$97.9K -2,389 -19%
QHA
41
Quarry Hill Advisors
Minnesota
$357K +$357K +8,707 New
MA
42
Mutual Advisors
Nebraska
$326K +$9.55K +233 +3%
KWM
43
Kingsview Wealth Management
Oregon
$295K -$90.1K -2,198 -23%
Osaic Holdings
44
Osaic Holdings
Arizona
$136K +$89.3K +2,184 +191%
MFC
45
Morris Financial Concepts
South Carolina
$128K +$32.5K +792 +34%
CFO
46
CVA Family Office
Colorado
$101K -$31.6K -770 -24%
BAM
47
Belpointe Asset Management
Nevada
$9.1K +$9.1K +222 New
LFG
48
Larson Financial Group
Missouri
$1.89K
UBS Group
49
UBS Group
Switzerland
$205 +$123 +3 +150%
MCC
50
Money Concepts Capital
Florida
$164 +$164 +4 New