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Avantis Core Fixed Income ETF
AVIG

84 hedge funds and large institutions have $524M invested in Avantis Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

8% more capital invested

Capital invested by funds: $484M → $524M (+$40.3M)

2.07% more ownership

Funds ownership: 73.99% → 76.07% (+2.1%)

5% less funds holding

Funds holding: 88 → 84 (-4)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.21%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
8
Increased
47
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$31.2M
2
AWM
AE Wealth Management
Kansas
+$17.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.58M
4
GVAG
Great Valley Advisor Group
Delaware
+$4.41M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
HIGP
Hill Investment Group Partners
Missouri
-$29.8M
2
EWA
EverSource Wealth Advisors
Alabama
-$2.27M
3
LPL Financial
LPL Financial
California
-$1.91M
4
MCA
Magnolia Capital Advisors
Mississippi
-$1.89M
5
SOS
Silver Oak Securities
Tennessee
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$4.81M +$1.89M +45,817 +65%
GVAG
27
Great Valley Advisor Group
Delaware
$4.42M +$4.41M +107,051 New
RLIM
28
Red Lighthouse Investment Management
New York
$3.72M -$1.42M -34,477 -28%
SB
29
Strategic Blueprint
Georgia
$3.53M +$26.2K +636 +0.7%
GLA
30
Good Life Advisors
Pennsylvania
$3.51M +$819K +19,859 +30%
HA
31
Herold Advisors
New York
$3.5M +$3.14M +76,262 +884%
SFC
32
Strategic Financial Concepts
Texas
$3.46M +$3.15M +76,504 +1,053%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.05M +$177K +4,287 +6%
GWM
34
Grand Wealth Management
Michigan
$2.93M -$868K -21,050 -23%
Mariner
35
Mariner
Kansas
$2.87M +$381K +9,239 +15%
Citadel Advisors
36
Citadel Advisors
Florida
$2.72M +$314K +7,630 +13%
AC
37
Apella Capital
Connecticut
$2.44M -$984K -23,880 -29%
WFA
38
WMG Financial Advisors
Tennessee
$2.27M -$1.24M -29,964 -35%
BDWCC
39
B&D White Capital Company
Texas
$2.26M -$68.6K -1,665 -3%
SHFA
40
SC&H Financial Advisors
Maryland
$2.26M +$19.3K +468 +0.9%
EC
41
Eaton-Cambridge
Arizona
$2.24M -$523K -12,688 -19%
SFM
42
Signet Financial Management
New Jersey
$2.18M +$58.9K +1,428 +3%
FFA
43
Farther Finance Advisors
California
$2.01M +$394K +9,554 +24%
FA
44
Faithward Advisors
Pennsylvania
$1.99M -$41.8K -1,014 -2%
American Century Companies
45
American Century Companies
Missouri
$1.89M +$844K +20,473 +81%
IFA
46
Index Fund Advisors
California
$1.81M +$207K +5,021 +13%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.77M +$872K +21,153 +97%
WWA
48
WCG Wealth Advisors
Nevada
$1.63M +$245K +5,954 +18%
CWA
49
Centennial Wealth Advisory
Michigan
$1.57M +$340K +8,249 +28%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.46M +$286K +6,941 +24%
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AVIG Hedge Fund Activity: Q1 2024 in Review

84 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2024, worth a combined $524M — up 8.3% from $484M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AVIG and 8 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was Corient Private Wealth, adding an estimated $31.2M. The largest seller was Hill Investment Group Partners, cutting an estimated $29.8M.

  • 84 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2024, down from 88 in Q4 2023.
  • Funds reported $524M of Avantis Core Fixed Income ETF stock for Q1 2024, up 8.3% quarter-over-quarter.
  • 8 funds opened new Avantis Core Fixed Income ETF positions in Q1 2024 and 11 closed out, a net change of -3 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $31.2M added.
  • The largest Avantis Core Fixed Income ETF seller in Q1 2024 was Hill Investment Group Partners, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2024.