Avantis Core Fixed Income ETF
AVIG
50 hedge funds and large institutions have $244M invested in Avantis Core Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
59% more capital invested
Capital invested by funds: $153M → $244M (+$90.8M)
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
25% more funds holding
Funds holding: 40 → 50 (+10)
10.76% more ownership
Funds ownership: 63.01% → 73.77% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$15.3M |
| 2 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$12.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.25M |
| 4 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$3.55M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$18.6M |
| 2 |
Jane Street
New York
|
-$4.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$326K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$4.18M | -103,295 | Closed |
|
AVIG Hedge Fund Activity: Q4 2022 in Review
50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2022, worth a combined $244M — up 59% from $153M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVIG positions and 1 closed out — a net gain of 12 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Hill Investment Group Partners, adding an estimated $15.3M. The largest seller was Quantum Financial Advisors, cutting an estimated $18.6M.
- 50 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2022, up from 40 in Q3 2022.
- Funds reported $244M of Avantis Core Fixed Income ETF stock for Q4 2022, up 59% quarter-over-quarter.
- 13 funds opened new Avantis Core Fixed Income ETF positions in Q4 2022 and 1 closed out, a net change of +12 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q4 2022 was Hill Investment Group Partners, an estimated $15.3M added.
- The largest Avantis Core Fixed Income ETF seller in Q4 2022 was Quantum Financial Advisors, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2022.