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Avantis Core Fixed Income ETF

155 hedge funds and large institutions have $14.3B invested in Avantis Core Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,182% more capital invested

Capital invested by funds: $1.12B → $14.3B (+$13.2B)

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

192% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 26

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

39.38% more ownership

Funds ownership: 88.36%127.74% (+39%)

21% more funds holding

Funds holding: 128155 (+27)

Holders
155
Holders Change
+27
Holders Change %
+21.09%
% of All Funds
1.88%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.28%
New
37
Increased
76
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
51
PlanWiser Financial
Colorado
$4.58M +$1.11M +26,455 +32%
QFA
52
Quantum Financial Advisors
California
$4.37M -$50.7K -1,204 -1%
MWM
53
McCartney Wealth Management
Missouri
$4.1M +$4.12M +97,874 New
KAS
54
Kestra Advisory Services
Texas
$4.06M +$2.16M +51,311 +113%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.87M +$76.4K +1,816 +2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$3.86M -$56.5K -1,344 -1%
IAA
57
Independent Advisor Alliance
North Carolina
$3.45M +$231K +5,493 +7%
AWMNY
58
Arcadia Wealth Management (New York)
New York
$3.44M +$584K +13,877 +20%
WUW
59
Wheels Up Wealth
California
$3.24M +$3.25M +77,284 New
SHFA
60
SC&H Financial Advisors
Maryland
$3.11M +$227K +5,391 +8%
EV
61
EJMK Ventures
Illinois
$3.09M +$3.1M +73,715 New
RLIM
62
Red Lighthouse Investment Management
New York
$2.98M -$8.41K -200 -0.3%
SOS
63
Silver Oak Securities
Tennessee
$2.79M -$42.1K -1,001 -1%
TAP
64
Tounjian Advisory Partners
Florida
$2.7M -$39.5K -940 -1%
MW
65
Marrick Wealth
California
$2.68M +$2.69M +63,895 New
IFA
66
Index Fund Advisors
California
$2.58M +$65.4K +1,554 +3%
IWM
67
IHT Wealth Management
Illinois
$2.41M +$347K +8,259 +17%
ARA
68
Approach Retirement Advisors
Alabama
$2.38M +$2.39M +56,867 New
BWMG
69
Bannerman Wealth Management Group
Texas
$2.25M -$26.8K -637 -1%
DAS
70
Dynamic Advisor Solutions
Arizona
$2.19M +$232K +5,515 +12%
TI
71
Truepoint Inc
Ohio
$2.13M +$2.52K +60 +0.1%
WWA
72
WCG Wealth Advisors
Nevada
$2.12M +$296K +7,045 +16%
AQR Capital Management
73
AQR Capital Management
Connecticut
$1.99M +$552K +13,129 +38%
LKBC
74
L.K. Benson & Company
Maryland
$1.62M +$18.8K +448 +1%
WFA
75
WMG Financial Advisors
Tennessee
$1.55M -$7.99K -190 -0.5%