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Avantis Core Fixed Income ETF
AVIG

Overview Fund Activity

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
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.22%
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

1
Corient Private Wealth
Corient Private Wealth
Florida
$39.4M
2
AWM
AE Wealth Management
Kansas
$26.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.63M
4
GVAG
Great Valley Advisor Group
Delaware
$4.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
HIGP
Hill Investment Group Partners
Missouri
$62.1M
2
EWA
EverSource Wealth Advisors
Alabama
$1.8K
3
LPL Financial
LPL Financial
California
$11.8M
4
MCA
Magnolia Capital Advisors
Mississippi
$0
5
SOS
Silver Oak Securities
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$636K +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 +$14K +346 +3%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$448K -$132K -3,196 -23%
BA
66
Bridge Advisory
California
$436K +$3.22K +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 +$256K +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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