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Avantis Core Fixed Income ETF
AVIG

128 hedge funds and large institutions have $1.12B invested in Avantis Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $990M → $1.12B (+$129M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.05% more ownership

Funds ownership: 88.31% → 88.36% (+0.05%)

0% more funds holding

Funds holding: 128 → 128 (0)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
13
Increased
74
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$55.5M
2
AWM
AE Wealth Management
Kansas
+$38.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$18.7M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$45.7M
2
AAP
Arax Advisory Partners
Colorado
-$28.6M
3
SFC
Strategic Financial Concepts
Texas
-$9.36M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$6.69M
5
Jane Street
Jane Street
New York
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
51
Red Lighthouse Investment Management
New York
$3M -$420K -10,086 -12%
SHFA
52
SC&H Financial Advisors
Maryland
$2.9M +$123K +2,961 +4%
AWMNY
53
Arcadia Wealth Management (New York)
New York
$2.87M +$302K +7,242 +12%
SOS
54
Silver Oak Securities
Tennessee
$2.84M +$112K +2,684 +4%
TAP
55
Tounjian Advisory Partners
Florida
$2.75M +$322K +7,724 +13%
IFA
56
Index Fund Advisors
California
$2.53M +$74.8K +1,796 +3%
BWMG
57
Bannerman Wealth Management Group
Texas
$2.29M -$47.6K -1,143 -2%
AF
58
Allworth Financial
California
$2.28M +$1.97M +47,284 +685%
TI
59
Truepoint Inc
Ohio
$2.14M -$28K -673 -1%
IWM
60
IHT Wealth Management
Illinois
$2.07M -$636K -15,255 -24%
DAS
61
Dynamic Advisor Solutions
Arizona
$1.97M +$15.8K +378 +0.8%
KAS
62
Kestra Advisory Services
Texas
$1.92M +$1.55M +37,287 +450%
WWA
63
WCG Wealth Advisors
Nevada
$1.83M +$393K +9,433 +28%
LKBC
64
L.K. Benson & Company
Maryland
$1.6M +$315K +7,559 +25%
WFA
65
WMG Financial Advisors
Tennessee
$1.56M +$2.71K +65 +0.2%
AQR Capital Management
66
AQR Capital Management
Connecticut
$1.45M +$177K +4,242 +14%
WIM
67
WealthPlan Investment Management
Nebraska
$1.44M +$80.4K +1,929 +6%
KFG
68
Kingdom Financial Group
Arizona
$1.43M +$818K +19,629 +136%
GWM
69
Grand Wealth Management
Michigan
$1.42M +$4.25K +102 +0.3%
Citadel Advisors
70
Citadel Advisors
Florida
$1.36M -$819K -19,666 -38%
EC
71
Eaton-Cambridge
Arizona
$1.34M -$44.1K -1,059 -3%
WRPWM
72
Werba Rubin Papier Wealth Management
California
$1.29M +$673K +16,143 +111%
LPP
73
Life Planning Partners
Florida
$1.28M +$1.27M +30,422 New
AC
74
Apella Capital
Connecticut
$1.1M -$15.4K -370 -1%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$992K -$2.04M -49,030 -68%
1 2
3
4 5

AVIG Hedge Fund Activity: Q3 2025 in Review

128 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2025, worth a combined $1.12B — up 13% from $990M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIG positions and 12 closed out — a net gain of 1 holder — while 74 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.5M. The largest seller was Simplicity Wealth, cutting an estimated $45.7M.

  • 128 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.12B of Avantis Core Fixed Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 13 funds opened new Avantis Core Fixed Income ETF positions in Q3 2025 and 12 closed out, a net change of +1 holder.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $55.5M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2025 was Simplicity Wealth, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2025.