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Avantis Core Fixed Income ETF

94 hedge funds and large institutions have $562M invested in Avantis Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.37%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
14
Increased
45
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
51
Centennial Wealth Advisory
Michigan
$1.64M +$85.3K +2,091 +5%
SXL
52
Summit X LLC
Missouri
$1.63M +$631K +15,444 +63%
OIA
53
OneDigital Investment Advisors
Kansas
$1.6M +$1.6M +39,334 New
GFG
54
Goldstone Financial Group
Illinois
$1.45M +$77.8K +1,909 +6%
WFA
55
WMG Financial Advisors
Tennessee
$1.44M -$802K -19,664 -36%
LSA
56
Lion Street Advisors
Texas
$1.18M +$364K +8,919 +44%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$991K -$758K -18,579 -43%
CPA
58
Cardiff Park Advisors
California
$746K -$143K -3,500 -16%
AF
59
Allworth Financial
California
$569K -$30.7K -746 -5%
RJT
60
Raymond James Trust
Florida
$557K +$13.5K +331 +2%
EFG
61
Ehrlich Financial Group
California
$516K -$27.8K -682 -5%
BHWM
62
Beaird Harris Wealth Management
Texas
$506K -$63.1K -1,548 -11%
NL
63
NWAM LLC
Washington
$498K +$4.49K +110 +0.9%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$476K -$100K -2,461 -17%
OCM
65
Orion Capital Management
California
$461K +$461K +11,301 New
Betterment LLC
66
Betterment LLC
New York
$418K +$181K +4,437 +76%
QHA
67
Quarry Hill Advisors
Minnesota
$391K -$1.18K -29 -0.3%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$385K -$303K -7,425 -44%
GPWA
69
Great Point Wealth Advisors
Massachusetts
$378K
KWM
70
Kingsview Wealth Management
Oregon
$365K +$64.6K +1,584 +22%
GI
71
Gradient Investments
Minnesota
$359K +$359K +8,811 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$351K -$91.7K -2,249 -21%
FTUS
73
Flow Traders U.S.
New York
$349K +$349K +8,551 New
FPGK
74
Financial Partners Group (Kansas)
Kansas
$346K -$15.9M -388,667 -98%
SFC
75
Strategic Financial Concepts
Texas
$317K +$311K +4,706,743 +5,619%