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Avantis Core Fixed Income ETF
AVIG

Overview Fund Activity

120 hedge funds and large institutions have $731M invested in Avantis Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
26
Increased
54
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$67.2M
2
AWM
2
AE Wealth Management
Kansas
$135M
3
Wells Fargo
3
Wells Fargo
California
$3.97M
4
Jane Street
4
Jane Street
New York
$4.46M
5
PAS
5
Park Avenue Securities
New York
$15.5M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
ARG
2
Advisory Resource Group
Oklahoma
$0
3
DWP
3
Destiny Wealth Partners
Florida
$0
4
FFA
4
Farther Finance Advisors
California
$60.9K
5
ACP
5
Aveo Capital Partners
Colorado
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
51
Eaton-Cambridge
Arizona
$1.91M -$47.4K -1,168 -2%
WWA
52
WCG Wealth Advisors
Nevada
$1.87M +$17.3K +426 +0.9%
AIC
53
Allodium Investment Consultants
Minnesota
$1.7M +$1.7M +41,966 New
AC
54
Apella Capital
Connecticut
$1.66M -$122 -3 -0%
SXL
55
Summit X LLC
Missouri
$1.61M +$237K +5,840 +17%
LKBC
56
L.K. Benson & Company
Maryland
$1.56M +$1.56M +38,499 New
EFG
57
Ehrlich Financial Group
California
$1.45M -$2.35M -57,937 -62%
LSA
58
Lion Street Advisors
Texas
$1.34M +$83.5K +2,058 +7%
BP
59
BWM Planning
Texas
$1.33M – – –
WFA
60
WMG Financial Advisors
Tennessee
$1.21M +$38.3K +944 +3%
PAM
61
Pacific Asset Management
Washington
$1.18M +$1.18M +28,972 New
CW
62
CreativeOne Wealth
Kansas
$1.03M +$115K +2,830 +13%
ECA
63
Elevated Capital Advisors
Utah
$983K +$106K +2,615 +12%
TI
64
Truepoint Inc
Ohio
$972K +$972K +23,962 New
THL
65
Tillman Hartley LLC
Colorado
$954K +$954K +23,511 New
GFG
66
Goldstone Financial Group
Illinois
$862K -$808K -19,918 -48%
DWM
67
Diversify Wealth Management
Utah
$853K +$501K +12,463 +142%
AQR Capital Management
68
AQR Capital Management
Connecticut
$757K +$548K +13,508 +262%
SDWIA
69
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$745K +$43K +1,059 +6%
QHA
70
Quarry Hill Advisors
Minnesota
$743K +$279K +6,879 +60%
CPA
71
Cardiff Park Advisors
California
$742K – – –
WMN
72
Wealth Management Nebraska
Nebraska
$688K +$688K +16,966 New
LEFP
73
Leading Edge Financial Planning
Tennessee
$661K +$661K +16,301 New
CA
74
CoreCap Advisors
Michigan
$658K +$444K +10,953 +208%
Betterment LLC
75
Betterment LLC
New York
$607K +$209K +5,156 +53%
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3
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