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Avantis Core Fixed Income ETF

127 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, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
1.7%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
15
Increased
65
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$2.7M +$46.7K +1,121 +2%
IWM
52
IHT Wealth Management
Illinois
$2.68M +$454K +10,916 +20%
AWMNY
53
Arcadia Wealth Management (New York)
New York
$2.54M +$144K +3,455 +6%
IFA
54
Index Fund Advisors
California
$2.42M +$6.74K +162 +0.3%
TAP
55
Tounjian Advisory Partners
Florida
$2.39M -$11.2K -270 -0.5%
BWMG
56
Bannerman Wealth Management Group
Texas
$2.31M +$2.08M +50,057 +926%
Citadel Advisors
57
Citadel Advisors
Florida
$2.16M +$865K +20,785 +67%
TI
58
Truepoint Inc
Ohio
$2.15M +$114K +2,740 +6%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.93M +$1.93M +46,436 New
SXL
60
Summit X LLC
Missouri
$1.7M -$12.2K -294 -0.7%
LSA
61
Lion Street Advisors
Texas
$1.6M +$168K +4,040 +12%
WFA
62
WMG Financial Advisors
Tennessee
$1.54M +$91.2K +2,192 +6%
PAM
63
Pacific Asset Management
Washington
$1.43M +$64.5K +1,549 +5%
WWA
64
WCG Wealth Advisors
Nevada
$1.42M +$133K +3,206 +10%
GWM
65
Grand Wealth Management
Michigan
$1.4M -$440K -10,580 -24%
EC
66
Eaton-Cambridge
Arizona
$1.37M -$269K -6,463 -16%
WIM
67
WealthPlan Investment Management
Nebraska
$1.34M +$1.34M +32,201 New
LKBC
68
L.K. Benson & Company
Maryland
$1.27M -$337K -8,087 -21%
AQR Capital Management
69
AQR Capital Management
Connecticut
$1.25M
AC
70
Apella Capital
Connecticut
$1.09M -$591K -14,340 -35%
ECA
71
Elevated Capital Advisors
Utah
$909K
GFG
72
Goldstone Financial Group
Illinois
$809K -$42.8K -1,036 -5%
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$798K +$28.8K +691 +4%
Betterment LLC
74
Betterment LLC
New York
$762K +$7.7K +185 +1%
QHA
75
Quarry Hill Advisors
Minnesota
$723K +$34.6K +832 +5%