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Avantis Core Fixed Income ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.22%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
8
Increased
47
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
76
Tortoise Investment Management
New York
$217K -$54K -1,310 -20%
TNBTD
77
Trustmark National Bank Trust Department
Mississippi
$201K +$201K +4,869 New
MFC
78
Morris Financial Concepts
South Carolina
$171K -$20.3K -493 -11%
CFO
79
CVA Family Office
Colorado
$102K
Comerica Bank
80
Comerica Bank
Texas
$96.3K
Osaic Holdings
81
Osaic Holdings
Arizona
$84.3K -$1.9K -46 -2%
BTI
82
Blue Trust Inc
Georgia
$36K +$36K +873 New
HNB
83
Huntington National Bank
Ohio
$2.35K
LFG
84
Larson Financial Group
Missouri
$1.91K
EWA
85
EverSource Wealth Advisors
Alabama
$1.8K -$2.21M -55,186 -100%
MCA
86
Magnolia Capital Advisors
Mississippi
-$1.89M -45,609 Closed
SOS
87
Silver Oak Securities
Tennessee
-$1.75M -41,817 Closed
PAG
88
Private Advisor Group
New Jersey
-$1.46M -34,890 Closed
AFA
89
Arlington Financial Advisors
California
-$289K -6,902 Closed
WRPWM
90
Werba Rubin Papier Wealth Management
California
-$284K -6,785 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
-$244K -5,828 Closed
SIS
92
Sound Income Strategies
Florida
-$160K -3,816 Closed
ASN
93
Advisory Services Network
Georgia
-$33.5K -800 Closed
OLVIG
94
Oliver Lagore Vanvalin Investment Group
Michigan
-$18.6K -445 Closed
Wells Fargo
95
Wells Fargo
California
-$3.1K -74 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
-$42 -1 Closed