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Avantis Core Fixed Income ETF

57 hedge funds and large institutions have $296M invested in Avantis Core Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.91%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
24
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
26
Faithward Advisors
Pennsylvania
$1.94M -$54.2K -1,286 -3%
CWA
27
Centennial Wealth Advisory
Michigan
$1.53M +$129K +3,072 +9%
LA
28
LexAurum Advisors
Kansas
$1.47M -$88.1K -2,090 -6%
OMC
29
Old Mission Capital
Illinois
$1.2M +$1.2M +28,567 New
LPL Financial
30
LPL Financial
California
$1.04M +$473K +11,223 +84%
CPA
31
Cardiff Park Advisors
California
$1.04M
AF
32
Allworth Financial
California
$880K -$24.3K -576 -3%
Citadel Advisors
33
Citadel Advisors
Florida
$777K +$54.6K +1,296 +8%
IFA
34
Index Fund Advisors
California
$752K +$143K +3,394 +23%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$676K -$10.8K -256 -2%
FFA
36
Farther Finance Advisors
California
$631K +$631K +14,979 New
BA
37
Bridge Advisory
California
$535K +$1.69K +40 +0.3%
RJT
38
Raymond James Trust
Florida
$507K
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$481K +$2.53K +60 +0.5%
NL
40
NWAM LLC
Washington
$455K -$204K -4,842 -31%
GFG
41
Goldstone Financial Group
Illinois
$443K +$443K +10,512 New
TIM
42
Tortoise Investment Management
New York
$393K -$42.1K -1,000 -10%
QHA
43
Quarry Hill Advisors
Minnesota
$372K +$5.01K +119 +1%
MA
44
Mutual Advisors
Nebraska
$370K +$35.6K +846 +11%
KWM
45
Kingsview Wealth Management
Oregon
$332K +$28.6K +678 +9%
KP
46
Keel Point
Alabama
$292K +$292K +6,920 New
SFC
47
Strategic Financial Concepts
Texas
$279K +$279K +6,619 New
MWP
48
Meredith Wealth Planning
Illinois
$218K +$218K +5,174 New
Osaic Holdings
49
Osaic Holdings
Arizona
$194K +$53.6K +1,273 +38%
MFC
50
Morris Financial Concepts
South Carolina
$130K -$2.02K -48 -2%