AVIG icon

Avantis Core Fixed Income ETF
AVIG

Overview Fund Activity

94 hedge funds and large institutions have $562M invested in Avantis Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.37%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
14
Increased
45
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$54.8M
2
AWM
Axxcess Wealth Management
California
$8.94M
3
DWP
Destiny Wealth Partners
Florida
$5.87M
4
AWM
AE Wealth Management
Kansas
$31.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.5M

Top Sellers

1
FPGK
Financial Partners Group (Kansas)
Kansas
$346K
2
HIGP
Hill Investment Group Partners
Missouri
$53.6M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FA
Faithward Advisors
Pennsylvania
$304K
5
PLFA
Pacific Life Fund Advisors
California
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$4.95M +$580K +14,220 +13%
HA
27
Herold Advisors
New York
$4.87M +$1.41M +34,639 +41%
TW
28
Trajan Wealth
Arizona
$4.85M -$355K -8,703 -7%
Mariner
29
Mariner
Kansas
$4.15M +$1.32M +32,319 +47%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.87M -$890K -21,827 -19%
CAM
31
Cresset Asset Management
Illinois
$3.7M +$3.7M +90,650 New
SB
32
Strategic Blueprint
Georgia
$3.55M +$61.3K +1,502 +2%
SW
33
Simplicity Wealth
New Jersey
$3.51M +$3.12M +76,461 +798%
GLA
34
Good Life Advisors
Pennsylvania
$3.49M +$22.6K +554 +0.7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.4M +$391K +9,578 +13%
RLIM
36
Red Lighthouse Investment Management
New York
$3.33M -$348K -8,527 -9%
VWA
37
Visionary Wealth Advisors
Illinois
$3.3M +$3.3M +80,998 New
American Century Companies
38
American Century Companies
Missouri
$2.92M +$1.05M +25,753 +56%
MA
39
Mutual Advisors
Nebraska
$2.75M +$2.4M +58,083 +691%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.56M +$1.12M +27,513 +78%
SHFA
41
SC&H Financial Advisors
Maryland
$2.54M +$311K +7,632 +14%
FFA
42
Farther Finance Advisors
California
$2.31M +$323K +7,995 +16%
BDWCC
43
B&D White Capital Company
Texas
$2.22M -$10.3K -253 -0.5%
SFM
44
Signet Financial Management
New Jersey
$2.2M +$40K +982 +2%
WWA
45
WCG Wealth Advisors
Nevada
$2.15M +$536K +13,150 +33%
AC
46
Apella Capital
Connecticut
$2.1M -$343K -8,368 -14%
EC
47
Eaton-Cambridge
Arizona
$1.97M -$237K -5,816 -11%
GWM
48
Grand Wealth Management
Michigan
$1.89M -$1M -24,640 -35%
MCA
49
Magnolia Capital Advisors
Mississippi
$1.77M +$1.77M +43,479 New
IFA
50
Index Fund Advisors
California
$1.71M -$78.3K -1,921 -4%
1
2
3 4