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Avantis Core Fixed Income ETF

123 hedge funds and large institutions have $928M invested in Avantis Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 33

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $731M → $928M (+$197M)

7.6% more ownership

Funds ownership: 77.86%85.46% (+7.6%)

3% more funds holding

Funds holding: 120123 (+3)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.65%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
18
Increased
62
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMNY
51
Arcadia Wealth Management (New York)
New York
$2.38M +$241K +5,889 +11%
CA
52
CoreCap Advisors
Michigan
$2.24M +$1.55M +37,972 +234%
IWM
53
IHT Wealth Management
Illinois
$2.21M +$83.7K +2,047 +4%
TI
54
Truepoint Inc
Ohio
$2.02M +$1.02M +24,838 +104%
SFM
55
Signet Financial Management
New Jersey
$1.96M -$337K -8,246 -15%
KIM
56
Kestra Investment Management
Texas
$1.96M +$1.55M +37,956 +408%
VWA
57
Visionary Wealth Advisors
Illinois
$1.94M -$4.02M -98,196 -68%
GWM
58
Grand Wealth Management
Michigan
$1.83M -$256K -6,269 -12%
SXL
59
Summit X LLC
Missouri
$1.7M +$59.5K +1,454 +4%
AC
60
Apella Capital
Connecticut
$1.67M -$2K -49 -0.1%
CW
61
CreativeOne Wealth
Kansas
$1.66M +$606K +14,806 +58%
EC
62
Eaton-Cambridge
Arizona
$1.63M -$311K -7,605 -16%
LKBC
63
L.K. Benson & Company
Maryland
$1.6M +$5.11K +125 +0.3%
WFA
64
WMG Financial Advisors
Tennessee
$1.44M +$202K +4,926 +16%
LSA
65
Lion Street Advisors
Texas
$1.43M +$55.9K +1,366 +4%
PAM
66
Pacific Asset Management
Washington
$1.36M +$155K +3,784 +13%
BP
67
BWM Planning
Texas
$1.35M
Citadel Advisors
68
Citadel Advisors
Florida
$1.29M -$950K -23,214 -43%
WWA
69
WCG Wealth Advisors
Nevada
$1.27M -$621K -15,189 -33%
AQR Capital Management
70
AQR Capital Management
Connecticut
$1.25M +$468K +11,445 +61%
EFG
71
Ehrlich Financial Group
California
$1.11M -$369K -9,025 -25%
ECA
72
Elevated Capital Advisors
Utah
$909K -$92.5K -2,260 -9%
GFG
73
Goldstone Financial Group
Illinois
$852K -$26.3K -643 -3%
M1FG
74
Mach-1 Financial Group
Arkansas
$803K +$794K +19,402 New
SDWIA
75
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$765K +$4.66K +114 +0.6%

AVIG Hedge Fund Activity: Q1 2025 in Review

123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2025, worth a combined $928M — up 27% from $731M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AVIG positions and 14 closed out — a net gain of 4 holders — while 62 added to existing stakes and 33 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $42.2M. The largest seller was Jane Street, cutting an estimated $4.2M.

  • 123 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $928M of Avantis Core Fixed Income ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 18 funds opened new Avantis Core Fixed Income ETF positions in Q1 2025 and 14 closed out, a net change of +4 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q1 2025 was Simplicity Wealth, an estimated $42.2M added.
  • The largest Avantis Core Fixed Income ETF seller in Q1 2025 was Jane Street, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2025.