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Avantis Core Fixed Income ETF

128 hedge funds and large institutions have $990M invested in Avantis Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $928M → $990M (+$62.2M)

4% more funds holding

Funds holding: 123128 (+5)

2.85% more ownership

Funds ownership: 85.46%88.31% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.69%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
15
Increased
65
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$2.7M +$45.9K +1,121 +2%
IWM
52
IHT Wealth Management
Illinois
$2.68M +$447K +10,916 +20%
AWMNY
53
Arcadia Wealth Management (New York)
New York
$2.54M +$142K +3,455 +6%
IFA
54
Index Fund Advisors
California
$2.42M +$6.64K +162 +0.3%
TAP
55
Tounjian Advisory Partners
Florida
$2.39M -$11.1K -270 -0.5%
BWMG
56
Bannerman Wealth Management Group
Texas
$2.31M +$2.05M +50,057 +926%
Citadel Advisors
57
Citadel Advisors
Florida
$2.16M +$852K +20,785 +67%
TI
58
Truepoint Inc
Ohio
$2.15M +$112K +2,740 +6%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.93M +$1.9M +46,436 New
SXL
60
Summit X LLC
Missouri
$1.7M -$12.1K -294 -0.7%
LSA
61
Lion Street Advisors
Texas
$1.6M +$166K +4,040 +12%
WFA
62
WMG Financial Advisors
Tennessee
$1.54M +$89.8K +2,192 +6%
PAM
63
Pacific Asset Management
Washington
$1.43M +$63.5K +1,549 +5%
WWA
64
WCG Wealth Advisors
Nevada
$1.42M +$131K +3,206 +10%
GWM
65
Grand Wealth Management
Michigan
$1.4M -$434K -10,580 -24%
EC
66
Eaton-Cambridge
Arizona
$1.37M -$265K -6,463 -16%
WIM
67
WealthPlan Investment Management
Nebraska
$1.34M +$1.32M +32,201 New
LKBC
68
L.K. Benson & Company
Maryland
$1.27M -$331K -8,087 -21%
AQR Capital Management
69
AQR Capital Management
Connecticut
$1.25M
AC
70
Apella Capital
Connecticut
$1.09M -$588K -14,340 -35%
ECA
71
Elevated Capital Advisors
Utah
$909K
GFG
72
Goldstone Financial Group
Illinois
$809K -$42.5K -1,036 -5%
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$798K +$28.3K +691 +4%
Betterment LLC
74
Betterment LLC
New York
$762K +$7.58K +185 +1%
QHA
75
Quarry Hill Advisors
Minnesota
$723K +$34.1K +832 +5%

AVIG Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q2 2025, worth a combined $990M — up 6.7% from $928M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVIG positions and 9 closed out — a net gain of 6 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was Simplicity Wealth, adding an estimated $47.5M. The largest seller was Corient Private Wealth, cutting an estimated $69.6M.

  • 128 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q2 2025, up from 123 in Q1 2025.
  • Funds reported $990M of Avantis Core Fixed Income ETF stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 15 funds opened new Avantis Core Fixed Income ETF positions in Q2 2025 and 9 closed out, a net change of +6 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q2 2025 was Simplicity Wealth, an estimated $47.5M added.
  • The largest Avantis Core Fixed Income ETF seller in Q2 2025 was Corient Private Wealth, an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2025.