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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
Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.67%
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
Shares
Change %
AWMNY
51
Arcadia Wealth Management (New York)
New York
$2.38M +$244K +5,889 +11%
CA
52
CoreCap Advisors
Michigan
$2.24M +$1.57M +37,972 +234%
IWM
53
IHT Wealth Management
Illinois
$2.21M +$84.7K +2,047 +4%
TI
54
Truepoint Inc
Ohio
$2.02M +$1.03M +24,838 +104%
SFM
55
Signet Financial Management
New Jersey
$1.96M -$341K -8,246 -15%
KIM
56
Kestra Investment Management
Texas
$1.96M +$1.57M +37,956 +408%
VWA
57
Visionary Wealth Advisors
Illinois
$1.94M -$4.06M -98,196 -68%
GWM
58
Grand Wealth Management
Michigan
$1.83M -$259K -6,269 -12%
SXL
59
Summit X LLC
Missouri
$1.7M +$60.2K +1,454 +4%
AC
60
Apella Capital
Connecticut
$1.67M -$2K -49 -0.1%
CW
61
CreativeOne Wealth
Kansas
$1.66M +$613K +14,806 +58%
EC
62
Eaton-Cambridge
Arizona
$1.63M -$315K -7,605 -16%
LKBC
63
L.K. Benson & Company
Maryland
$1.6M +$5.17K +125 +0.3%
WFA
64
WMG Financial Advisors
Tennessee
$1.44M +$204K +4,926 +16%
LSA
65
Lion Street Advisors
Texas
$1.43M +$56.5K +1,366 +4%
PAM
66
Pacific Asset Management
Washington
$1.36M +$157K +3,784 +13%
BP
67
BWM Planning
Texas
$1.35M
Citadel Advisors
68
Citadel Advisors
Florida
$1.29M -$961K -23,214 -43%
WWA
69
WCG Wealth Advisors
Nevada
$1.27M -$629K -15,189 -33%
AQR Capital Management
70
AQR Capital Management
Connecticut
$1.25M +$474K +11,445 +61%
EFG
71
Ehrlich Financial Group
California
$1.11M -$374K -9,025 -25%
ECA
72
Elevated Capital Advisors
Utah
$909K -$93.5K -2,260 -9%
GFG
73
Goldstone Financial Group
Illinois
$852K -$26.6K -643 -3%
M1FG
74
Mach-1 Financial Group
Arkansas
$803K +$803K +19,402 New
SDWIA
75
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$765K +$4.72K +114 +0.6%