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Avantis Core Fixed Income ETF

63 hedge funds and large institutions have $382M invested in Avantis Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

29% more capital invested

Capital invested by funds: $296M → $382M (+$85.6M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more funds holding

Funds holding: 5763 (+6)

5.86% more ownership

Funds ownership: 76.27%82.12% (+5.9%)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
9
Increased
36
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
26
Magnolia Capital Advisors
Mississippi
$1.98M -$31.5K -755 -2%
GLA
27
Good Life Advisors
Pennsylvania
$1.86M +$1.88M +45,087 New
FA
28
Faithward Advisors
Pennsylvania
$1.82M -$53.5K -1,283 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.77M +$552K +13,240 +45%
PAG
30
Private Advisor Group
New Jersey
$1.74M -$355K -8,521 -17%
SFM
31
Signet Financial Management
New Jersey
$1.74M +$1.75M +41,974 New
CWA
32
Centennial Wealth Advisory
Michigan
$1.48M -$24.1K -579 -2%
FFA
33
Farther Finance Advisors
California
$1.46M +$844K +20,242 +135%
SOS
34
Silver Oak Securities
Tennessee
$1.04M +$1.05M +25,259 New
CPA
35
Cardiff Park Advisors
California
$1.02M
AF
36
Allworth Financial
California
$866K +$2.46K +59 +0.3%
OMC
37
Old Mission Capital
Illinois
$805K -$380K -9,109 -32%
IFA
38
Index Fund Advisors
California
$802K +$64.3K +1,542 +9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$696K +$33.3K +798 +5%
SFC
40
Strategic Financial Concepts
Texas
$633K +$362K +8,686 +131%
BA
41
Bridge Advisory
California
$611K +$87.1K +2,090 +16%
GFG
42
Goldstone Financial Group
Illinois
$576K +$143K +3,419 +33%
VWA
43
V Wealth Advisors
Kansas
$560K +$565K +13,545 New
RJT
44
Raymond James Trust
Florida
$498K
NL
45
NWAM LLC
Washington
$453K +$6.54K +157 +1%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$411K -$61.9K -1,486 -13%
Citadel Advisors
47
Citadel Advisors
Florida
$384K -$382K -9,165 -50%
MML Investors Services
48
MML Investors Services
Massachusetts
$374K +$377K +9,046 New
MA
49
Mutual Advisors
Nebraska
$371K +$7.34K +176 +2%
QHA
50
Quarry Hill Advisors
Minnesota
$368K +$2.71K +65 +0.7%

AVIG Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q2 2023, worth a combined $382M — up 29% from $296M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVIG positions and 3 closed out — a net gain of 6 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $28.2M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $754K.

  • 63 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q2 2023, up from 57 in Q1 2023.
  • Funds reported $382M of Avantis Core Fixed Income ETF stock for Q2 2023, up 29% quarter-over-quarter.
  • 9 funds opened new Avantis Core Fixed Income ETF positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q2 2023 was Corient Private Wealth, an estimated $28.2M added.
  • The largest Avantis Core Fixed Income ETF seller in Q2 2023 was Pacific Life Fund Advisors, an estimated $754K sold.

Based on aggregated 13F filings for Q2 2023.