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Avantis Core Fixed Income ETF

123 hedge funds and large institutions have $928M invested in Avantis Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.67%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
18
Increased
62
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$750K +$131K +3,153 +21%
WMN
77
Wealth Management Nebraska
Nebraska
$706K +$3.93K +95 +0.6%
QHA
78
Quarry Hill Advisors
Minnesota
$685K -$72.7K -1,756 -10%
BW
79
Balance Wealth
Ohio
$628K +$628K +15,173 New
GSWM
80
Golden State Wealth Management
California
$625K +$63.5K +1,534 +11%
PP
81
PDS Planning
Ohio
$589K +$589K +14,229 New
DWM
82
Diversify Wealth Management
Utah
$534K -$344K -8,326 -39%
BHWM
83
Beaird Harris Wealth Management
Texas
$498K -$13.9K -336 -3%
THL
84
Tillman Hartley LLC
Colorado
$468K -$505K -12,200 -52%
LEFP
85
Leading Edge Financial Planning
Tennessee
$454K -$221K -5,337 -33%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$423K
GPWA
87
Great Point Wealth Advisors
Massachusetts
$384K
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$379K -$21.7K -524 -5%
KAS
89
Kestra Advisory Services
Texas
$366K -$9.23K -223 -2%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$341K +$341K +8,232 New
OIA
91
OneDigital Investment Advisors
Kansas
$333K -$2.36K -57 -0.7%
OA
92
Oceanside Advisors
South Carolina
$332K +$67.3K +1,625 +25%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$332K +$76.1K +1,838 +30%
GS
94
GTS Securities
New York
$320K +$320K +7,722 New
KAM
95
KEB Asset Management
Illinois
$320K +$320K +7,722 New
AF
96
Allworth Financial
California
$303K -$242K -5,894 -44%
MA
97
Mutual Advisors
Nebraska
$303K +$5.36K +130 +2%
Jane Street
98
Jane Street
New York
$299K -$4.25M -102,612 -93%
AP
99
Atwood & Palmer
Missouri
$275K
KW
100
KWB Wealth
California
$248K +$12.1K +298 +5%