Avantis Core Fixed Income ETF
AVIG
84 hedge funds and large institutions have $524M invested in Avantis Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 11 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 22
8% more capital invested
Capital invested by funds: $484M → $524M (+$40.3M)
2.07% more ownership
Funds ownership: 73.99% → 76.07% (+2.1%)
5% less funds holding
Funds holding: 88 → 84 (-4)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$31.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$17.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.58M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$4.41M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$29.8M |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$2.27M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.91M |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$1.89M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.75M |
AVIG Hedge Fund Activity: Q1 2024 in Review
84 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2024, worth a combined $524M — up 8.3% from $484M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of AVIG and 8 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 47 added.
The largest buyer was Corient Private Wealth, adding an estimated $31.2M. The largest seller was Hill Investment Group Partners, cutting an estimated $29.8M.
- 84 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2024, down from 88 in Q4 2023.
- Funds reported $524M of Avantis Core Fixed Income ETF stock for Q1 2024, up 8.3% quarter-over-quarter.
- 8 funds opened new Avantis Core Fixed Income ETF positions in Q1 2024 and 11 closed out, a net change of -3 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $31.2M added.
- The largest Avantis Core Fixed Income ETF seller in Q1 2024 was Hill Investment Group Partners, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2024.