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Avantis Core Fixed Income ETF

88 hedge funds and large institutions have $484M invested in Avantis Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+22
Holders Change %
+33.33%
% of All Funds
1.29%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
22
Increased
36
Reduced
24
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$1.06M +$382K +9,130 +57%
GPWA
52
Great Point Wealth Advisors
Massachusetts
$995K +$66.1K +1,581 +7%
CPA
53
Cardiff Park Advisors
California
$912K -$117K -2,800 -11%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$909K +$909K +21,739 New
EFG
55
Ehrlich Financial Group
California
$907K +$907K +21,679 New
LSA
56
Lion Street Advisors
Texas
$840K +$394K +9,409 +88%
SXL
57
Summit X LLC
Missouri
$837K +$501K +11,988 +150%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$823K -$62.5K -1,494 -7%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$702K +$283K +6,765 +67%
AF
60
Allworth Financial
California
$602K -$108K -2,572 -15%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$588K -$585K -13,976 -50%
RJT
62
Raymond James Trust
Florida
$503K
FAIM
63
Financial Advocates Investment Management
Washington
$498K +$498K +11,910 New
NL
64
NWAM LLC
Washington
$492K +$11.8K +281 +2%
BHWM
65
Beaird Harris Wealth Management
Texas
$466K +$466K +11,140 New
BA
66
Bridge Advisory
California
$439K -$188K -4,486 -30%
QHA
67
Quarry Hill Advisors
Minnesota
$400K +$12.6K +301 +3%
HA
68
Herold Advisors
New York
$361K +$361K +8,629 New
MA
69
Mutual Advisors
Nebraska
$351K
KWM
70
Kingsview Wealth Management
Oregon
$305K -$48.9K -1,169 -14%
SFC
71
Strategic Financial Concepts
Texas
$304K -$753K -17,994 -71%
KP
72
Keel Point
Alabama
$303K -$10.5K -250 -3%
AFA
73
Arlington Financial Advisors
California
$289K +$289K +6,902 New
WRPWM
74
Werba Rubin Papier Wealth Management
California
$284K
TIM
75
Tortoise Investment Management
New York
$275K +$10K +240 +4%