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Avantis Core Fixed Income ETF
AVIG

128 hedge funds and large institutions have $1.12B invested in Avantis Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $990M → $1.12B (+$129M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.05% more ownership

Funds ownership: 88.31% → 88.36% (+0.05%)

0% more funds holding

Funds holding: 128 → 128 (0)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
13
Increased
74
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$55.5M
2
AWM
AE Wealth Management
Kansas
+$38.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$18.7M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$45.7M
2
AAP
Arax Advisory Partners
Colorado
-$28.6M
3
SFC
Strategic Financial Concepts
Texas
-$9.36M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$6.69M
5
Jane Street
Jane Street
New York
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$8.97M +$1.45M +34,882 +20%
CAM
27
Cresset Asset Management
Illinois
$8.06M +$959K +23,026 +14%
KIM
28
Kestra Investment Management
Texas
$7.81M +$1.59M +38,092 +26%
TW
29
Trajan Wealth
Arizona
$7.33M -$215K -5,166 -3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$7.29M -$1.28M -30,793 -15%
Mariner
31
Mariner
Kansas
$7.12M +$394K +9,454 +6%
BWS
32
Buck Wealth Strategies
Colorado
$6.76M +$6.69M +160,586 New
HA
33
Herold Advisors
New York
$6.73M +$947K +22,737 +17%
PL
34
Plancorp LLC
Missouri
$6.25M +$254K +6,105 +4%
MCM
35
Mattern Capital Management
Colorado
$5.98M +$10.3K +247 +0.2%
Wells Fargo
36
Wells Fargo
California
$5.83M +$1.11M +26,553 +24%
BDWCC
37
B&D White Capital Company
Texas
$5.61M +$182K +4,361 +3%
DWM
38
Dogwood Wealth Management
Kansas
$5.37M +$21.3K +512 +0.4%
EPW
39
Endeavor Private Wealth
Kansas
$5.15M +$13K +312 +0.3%
GVAG
40
Great Valley Advisor Group
Delaware
$5.14M +$494K +11,853 +11%
MML Investors Services
41
MML Investors Services
Massachusetts
$5.08M +$201K +4,822 +4%
MWM
42
Mattern Wealth Management
Kansas
$4.59M -$345K -8,280 -7%
QFA
43
Quantum Financial Advisors
California
$4.43M -$15.5K -371 -0.4%
P
44
&Partners
Tennessee
$4.12M – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$3.93M +$3.53M +84,724 +971%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.81M -$167K -4,000 -4%
PF
47
PlanWiser Financial
Colorado
$3.46M +$325K +7,809 +10%
CA
48
CoreCap Advisors
Michigan
$3.3M +$209K +5,012 +7%
IAA
49
Independent Advisor Alliance
North Carolina
$3.24M +$3.2M +76,888 New
PAM
50
Pacific Asset Management
Washington
$3.11M +$1.65M +39,558 +115%
1
2
3 4 5

AVIG Hedge Fund Activity: Q3 2025 in Review

128 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2025, worth a combined $1.12B — up 13% from $990M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIG positions and 12 closed out — a net gain of 1 holder — while 74 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.5M. The largest seller was Simplicity Wealth, cutting an estimated $45.7M.

  • 128 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.12B of Avantis Core Fixed Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 13 funds opened new Avantis Core Fixed Income ETF positions in Q3 2025 and 12 closed out, a net change of +1 holder.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $55.5M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2025 was Simplicity Wealth, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2025.