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Avantis Core Fixed Income ETF
AVIG

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

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

55% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 29

28.69% more ownership

Funds ownership: 76.07% → 104.75% (+29%)

12% more funds holding

Funds holding: 84 → 94 (+10)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

7% more capital invested

Capital invested by funds: $524M → $562M (+$37.6M)

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.36%
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

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$191M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$15.8M
3
AWM
Axxcess Wealth Management
California
+$7.78M
4
DWP
Destiny Wealth Partners
Florida
+$5.85M
5
AWM
AE Wealth Management
Kansas
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
FPGK
Financial Partners Group (Kansas)
Kansas
-$15.8M
2
HIGP
Hill Investment Group Partners
Missouri
-$8.21M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.72M
4
FA
Faithward Advisors
Pennsylvania
-$1.65M
5
PLFA
Pacific Life Fund Advisors
California
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$4.95M +$577K +14,220 +13%
HA
27
Herold Advisors
New York
$4.87M +$1.41M +34,639 +41%
TW
28
Trajan Wealth
Arizona
$4.85M -$353K -8,703 -7%
Mariner
29
Mariner
Kansas
$4.15M +$1.31M +32,319 +47%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.87M -$886K -21,827 -19%
CAM
31
Cresset Asset Management
Illinois
$3.7M +$3.68M +90,650 New
SB
32
Strategic Blueprint
Georgia
$3.55M +$61K +1,502 +2%
SW
33
Simplicity Wealth
New Jersey
$3.51M +$3.11M +76,461 +798%
GLA
34
Good Life Advisors
Pennsylvania
$3.49M +$22.5K +554 +0.7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.4M +$389K +9,578 +13%
RLIM
36
Red Lighthouse Investment Management
New York
$3.33M -$346K -8,527 -9%
VWA
37
Visionary Wealth Advisors
Illinois
$3.3M +$3.29M +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 +$2.36M +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 +$310K +7,632 +14%
FFA
42
Farther Finance Advisors
California
$2.31M +$325K +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 +$39.9K +982 +2%
WWA
45
WCG Wealth Advisors
Nevada
$2.15M +$534K +13,150 +33%
AC
46
Apella Capital
Connecticut
$2.1M -$340K -8,368 -14%
EC
47
Eaton-Cambridge
Arizona
$1.97M -$236K -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 -$78K -1,921 -4%
1
2
3 4

AVIG Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q2 2024, worth a combined $562M — up 7.2% from $524M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVIG positions and 4 closed out — a net gain of 10 holders — while 45 added to existing stakes and 29 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $191M. The largest seller was Financial Partners Group (Kansas), cutting an estimated $15.8M.

  • 94 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q2 2024, up from 84 in Q1 2024.
  • Funds reported $562M of Avantis Core Fixed Income ETF stock for Q2 2024, up 7.2% quarter-over-quarter.
  • 14 funds opened new Avantis Core Fixed Income ETF positions in Q2 2024 and 4 closed out, a net change of +10 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $191M added.
  • The largest Avantis Core Fixed Income ETF seller in Q2 2024 was Financial Partners Group (Kansas), an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2024.