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Avantis Core Fixed Income ETF
AVIG

88 hedge funds and large institutions have $484M invested in Avantis Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

33% more funds holding

Funds holding: 66 → 88 (+22)

17% more capital invested

Capital invested by funds: $414M → $484M (+$69.9M)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

2.51% less ownership

Funds ownership: 76.5% → 73.99% (-2.5%)

Holders
88
Holders Change
+22
Holders Change %
+33.33%
% of All Funds
1.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
22
Increased
36
Reduced
24
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPGK
Financial Partners Group (Kansas)
Kansas
+$15.6M
2
Creative Planning
Creative Planning
Kansas
+$13.4M
3
RCG
Regatta Capital Group
California
+$12.3M
4
RJA
Raymond James & Associates
Florida
+$8.23M
5
LPL Financial
LPL Financial
California
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$32.2M
2
Jane Street
Jane Street
New York
-$5.58M
3
ARG
Advisory Resource Group
Oklahoma
-$2.2M
4
MWM
Mattern Wealth Management
Kansas
-$2.16M
5
PAG
Private Advisor Group
New Jersey
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$3.67M -$5.58M -139,255 -61%
WFA
27
WMG Financial Advisors
Tennessee
$3.56M +$365K +9,116 +12%
SB
28
Strategic Blueprint
Georgia
$3.55M +$81.9K +2,044 +2%
AC
29
Apella Capital
Connecticut
$3.47M +$3.35M +83,585 New
WP
30
WealthSource Partners
California
$3.24M -$501K -12,486 -14%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.96M +$1.38M +34,521 +95%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.91M +$190K +4,740 +7%
EC
33
Eaton-Cambridge
Arizona
$2.8M +$2.68M +66,920 New
GLA
34
Good Life Advisors
Pennsylvania
$2.72M +$394K +9,821 +18%
Mariner
35
Mariner
Kansas
$2.52M -$412K -10,271 -15%
Citadel Advisors
36
Citadel Advisors
Florida
$2.44M +$1.45M +36,168 +163%
BDWCC
37
B&D White Capital Company
Texas
$2.36M +$22.9K +570 +1%
EWA
38
EverSource Wealth Advisors
Alabama
$2.31M +$16.2K +405 +0.7%
SHFA
39
SC&H Financial Advisors
Maryland
$2.27M -$382K -9,540 -15%
SFM
40
Signet Financial Management
New Jersey
$2.16M +$168K +4,191 +9%
FA
41
Faithward Advisors
Pennsylvania
$2.02M +$143K +3,555 +8%
MCA
42
Magnolia Capital Advisors
Mississippi
$1.89M +$1.83M +45,609 New
SOS
43
Silver Oak Securities
Tennessee
$1.75M +$1.68M +41,817 New
FFA
44
Farther Finance Advisors
California
$1.66M -$49.8K -1,241 -3%
IFA
45
Index Fund Advisors
California
$1.63M +$689K +17,183 +79%
PAG
46
Private Advisor Group
New Jersey
$1.46M -$2.13M -53,124 -60%
WWA
47
WCG Wealth Advisors
Nevada
$1.4M +$359K +8,957 +36%
CWA
48
Centennial Wealth Advisory
Michigan
$1.25M -$322K -8,036 -21%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.19M +$368K +9,180 +48%
GFG
50
Goldstone Financial Group
Illinois
$1.13M +$326K +8,123 +43%
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AVIG Hedge Fund Activity: Q4 2023 in Review

88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2023, worth a combined $484M — up 17% from $414M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVIG positions and 0 closed out — a net gain of 22 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was Financial Partners Group (Kansas), opening a new position worth an estimated $15.6M. The largest seller was Corient Private Wealth, cutting an estimated $32.2M.

  • 88 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2023, up from 66 in Q3 2023.
  • Funds reported $484M of Avantis Core Fixed Income ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 22 funds opened new Avantis Core Fixed Income ETF positions in Q4 2023 and 0 closed out, a net change of +22 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q4 2023 was Financial Partners Group (Kansas), an estimated $15.6M added.
  • The largest Avantis Core Fixed Income ETF seller in Q4 2023 was Corient Private Wealth, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2023.