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Avantis Core Fixed Income ETF
AVIG

120 hedge funds and large institutions have $731M invested in Avantis Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

7% more funds holding

Funds holding: 112 → 120 (+8)

6% less capital invested

Capital invested by funds: $778M → $731M (-$47.2M)

7.76% less ownership

Funds ownership: 85.62% → 77.86% (-7.8%)

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.58%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
26
Increased
54
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$9.23M
2
AWM
AE Wealth Management
Kansas
+$8.59M
3
Wells Fargo
Wells Fargo
California
+$4.02M
4
Jane Street
Jane Street
New York
+$3.13M
5
PAS
Park Avenue Securities
New York
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$35.6M
2
ARG
Advisory Resource Group
Oklahoma
-$8.78M
3
DWP
Destiny Wealth Partners
Florida
-$6.05M
4
FFA
Farther Finance Advisors
California
-$5.77M
5
ACP
Aveo Capital Partners
Colorado
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$5.37M +$199K +4,825 +4%
CAM
27
Cresset Asset Management
Illinois
$5.09M -$80.1K -1,938 -2%
GVAG
28
Great Valley Advisor Group
Delaware
$4.85M +$441K +10,686 +10%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.82M +$304K +7,355 +7%
MWM
30
Mattern Wealth Management
Kansas
$4.65M +$104K +2,523 +2%
ACP
31
Aveo Capital Partners
Colorado
$4.64M -$5.74M -138,883 -55%
QFA
32
Quantum Financial Advisors
California
$4.55M -$550K -13,309 -11%
Jane Street
33
Jane Street
New York
$4.46M +$3.13M +75,861 +223%
MCM
34
Mattern Capital Management
Colorado
$4.42M +$690K +16,704 +18%
BDWCC
35
B&D White Capital Company
Texas
$4.38M +$2.17M +52,415 +95%
TW
36
Trajan Wealth
Arizona
$4.34M +$49.2K +1,191 +1%
Wells Fargo
37
Wells Fargo
California
$3.97M +$4.02M +97,371 +16,068%
GLA
38
Good Life Advisors
Pennsylvania
$3.91M +$156K +3,781 +4%
EPW
39
Endeavor Private Wealth
Kansas
$3.66M +$3.73M +90,214 New
RLIM
40
Red Lighthouse Investment Management
New York
$3.3M -$14.7K -356 -0.4%
OCM
41
Orion Capital Management
California
$3.19M -$1.06M -25,658 -25%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.9M +$240K +5,810 +9%
SHFA
43
SC&H Financial Advisors
Maryland
$2.61M +$79.6K +1,927 +3%
SOS
44
Silver Oak Securities
Tennessee
$2.58M +$271K +6,567 +12%
IFA
45
Index Fund Advisors
California
$2.34M +$156K +3,778 +7%
SFM
46
Signet Financial Management
New Jersey
$2.25M -$5.04K -122 -0.2%
Citadel Advisors
47
Citadel Advisors
Florida
$2.21M +$2.25M +54,364 New
AWMNY
48
Arcadia Wealth Management (New York)
New York
$2.09M +$2.13M +51,585 New
IWM
49
IHT Wealth Management
Illinois
$2.09M +$2.12M +51,402 New
GWM
50
Grand Wealth Management
Michigan
$2.05M +$116K +2,796 +6%
1
2
3 4 5

AVIG Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2024, worth a combined $731M — down 6.1% from $778M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AVIG positions and 14 closed out — a net gain of 12 holders — while 54 added to existing stakes and 25 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $9.23M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $35.6M sold.

  • 120 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $731M of Avantis Core Fixed Income ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 26 funds opened new Avantis Core Fixed Income ETF positions in Q4 2024 and 14 closed out, a net change of +12 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q4 2024 was Corient Private Wealth, an estimated $9.23M added.
  • The largest Avantis Core Fixed Income ETF seller in Q4 2024 was Simplicity Wealth, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.