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Avantis Core Fixed Income ETF
AVIG

112 hedge funds and large institutions have $778M invested in Avantis Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

39% more capital invested

Capital invested by funds: $562M → $778M (+$216M)

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

19% more funds holding

Funds holding: 94 → 112 (+18)

19.13% less ownership

Funds ownership: 104.75% → 85.62% (-19%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.61%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
26
Increased
48
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$98.1M
2
SW
Simplicity Wealth
New Jersey
+$31.5M
3
CWA
Centennial Wealth Advisory
Michigan
+$16.4M
4
AFP
Alpha Financial Partners
Kentucky
+$3.92M
5
OCM
Orion Capital Management
California
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$195M
2
Jane Street
Jane Street
New York
-$4.86M
3
MWM
Mattern Wealth Management
Kansas
-$3.2M
4
MA
Mutual Advisors
Nebraska
-$2.48M
5
MCA
Magnolia Capital Advisors
Mississippi
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
KP
76
Keel Point
Alabama
$383K +$98K +2,343 +35%
DWM
77
Diversify Wealth Management
Utah
$363K +$367K +8,772 New
KWM
78
Kingsview Wealth Management
Oregon
$353K -$26.6K -636 -7%
FA
79
Faithward Advisors
Pennsylvania
$337K +$19.5K +466 +6%
BOSSRA
80
B.O.S.S. Retirement Advisors
Utah
$333K +$328K +7,842 New
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$305K -$59.8K -1,429 -17%
MA
82
Mutual Advisors
Nebraska
$299K -$2.48M -59,259 -89%
AP
83
Atwood & Palmer
Missouri
$282K – – –
M1FG
84
Mach-1 Financial Group
Arkansas
$277K +$273K +6,516 New
OA
85
Oceanside Advisors
South Carolina
$272K +$268K +6,405 New
BA
86
Bridge Advisory
California
$255K +$2.89K +69 +1%
KW
87
KWB Wealth
California
$247K +$253K +6,052 New
Baird Financial Group
88
Baird Financial Group
Wisconsin
$237K +$234K +5,581 New
MWP
89
Meredith Wealth Planning
Illinois
$234K +$1.46K +35 +0.6%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$233K -$126K -3,009 -35%
CA
91
CoreCap Advisors
Michigan
$224K +$221K +5,275 New
KAS
92
Kestra Advisory Services
Texas
$223K +$219K +5,245 New
AQR Capital Management
93
AQR Capital Management
Connecticut
$219K +$215K +5,147 New
FIA
94
Foundations Investment Advisors
Arizona
$210K +$206K +4,928 New
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$207K +$204K +4,869 New
GS
96
GTS Securities
New York
$202K +$198K +4,744 New
MFC
97
Morris Financial Concepts
South Carolina
$189K -$335 -8 -0.2%
CCMI
98
Creative Capital Management Investments
California
$156K – – –
Jones Financial Companies
99
Jones Financial Companies
Missouri
$106K +$104K +2,479 New
Comerica Bank
100
Comerica Bank
Texas
$99.3K – – –
1 2 3
4
5

AVIG Hedge Fund Activity: Q3 2024 in Review

112 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2024, worth a combined $778M — up 39% from $562M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AVIG positions and 8 closed out — a net gain of 18 holders — while 48 added to existing stakes and 27 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $98.1M. The largest seller was Strategic Financial Concepts, cutting an estimated $195M.

  • 112 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2024, up from 94 in Q2 2024.
  • Funds reported $778M of Avantis Core Fixed Income ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 26 funds opened new Avantis Core Fixed Income ETF positions in Q3 2024 and 8 closed out, a net change of +18 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2024 was AE Wealth Management, an estimated $98.1M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2024.