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Avantis Core Fixed Income ETF
AVIG

84 hedge funds and large institutions have $524M invested in Avantis Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

8% more capital invested

Capital invested by funds: $484M → $524M (+$40.3M)

2.07% more ownership

Funds ownership: 73.99% → 76.07% (+2.1%)

5% less funds holding

Funds holding: 88 → 84 (-4)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.21%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
8
Increased
47
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$31.2M
2
AWM
AE Wealth Management
Kansas
+$17.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.58M
4
GVAG
Great Valley Advisor Group
Delaware
+$4.41M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
HIGP
Hill Investment Group Partners
Missouri
-$29.8M
2
EWA
EverSource Wealth Advisors
Alabama
-$2.27M
3
LPL Financial
LPL Financial
California
-$1.91M
4
MCA
Magnolia Capital Advisors
Mississippi
-$1.89M
5
SOS
Silver Oak Securities
Tennessee
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
51
Goldstone Financial Group
Illinois
$1.38M +$274K +6,643 +25%
AWM
52
Axxcess Wealth Management
California
$1.14M +$1.14M +27,742 New
SXL
53
Summit X LLC
Missouri
$1.01M +$188K +4,563 +23%
CPA
54
Cardiff Park Advisors
California
$899K – – –
LSA
55
Lion Street Advisors
Texas
$840K – – –
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$695K +$2.68K +65 +0.4%
LAS
57
Lloyd Advisory Services
Georgia
$636K +$434K +10,521 New
AF
58
Allworth Financial
California
$601K +$7.67K +186 +1%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$583K -$229K -5,551 -28%
BHWM
60
Beaird Harris Wealth Management
Texas
$575K +$116K +2,804 +25%
RJT
61
Raymond James Trust
Florida
$550K +$53.6K +1,300 +11%
FAIM
62
Financial Advocates Investment Management
Washington
$550K +$58.6K +1,421 +12%
EFG
63
Ehrlich Financial Group
California
$550K -$344K -8,351 -39%
NL
64
NWAM LLC
Washington
$491K +$14.3K +346 +3%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$448K -$132K -3,196 -23%
BA
66
Bridge Advisory
California
$436K +$3.21K +78 +0.7%
QHA
67
Quarry Hill Advisors
Minnesota
$396K +$2.23K +54 +0.6%
SW
68
Simplicity Wealth
New Jersey
$395K +$395K +9,578 New
GPWA
69
Great Point Wealth Advisors
Massachusetts
$382K -$598K -14,509 -61%
MA
70
Mutual Advisors
Nebraska
$347K – – –
KWM
71
Kingsview Wealth Management
Oregon
$304K +$2.68K +65 +0.9%
KP
72
Keel Point
Alabama
$275K -$23.5K -570 -8%
AAS
73
Ameritas Advisory Services
Nebraska
$256K +$262K +6,350 New
MWP
74
Meredith Wealth Planning
Illinois
$256K -$1.44K -35 -0.6%
Betterment LLC
75
Betterment LLC
New York
$240K +$536 +13 +0.2%
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AVIG Hedge Fund Activity: Q1 2024 in Review

84 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2024, worth a combined $524M — up 8.3% from $484M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AVIG and 8 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was Corient Private Wealth, adding an estimated $31.2M. The largest seller was Hill Investment Group Partners, cutting an estimated $29.8M.

  • 84 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2024, down from 88 in Q4 2023.
  • Funds reported $524M of Avantis Core Fixed Income ETF stock for Q1 2024, up 8.3% quarter-over-quarter.
  • 8 funds opened new Avantis Core Fixed Income ETF positions in Q1 2024 and 11 closed out, a net change of -3 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $31.2M added.
  • The largest Avantis Core Fixed Income ETF seller in Q1 2024 was Hill Investment Group Partners, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2024.