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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

88% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 33

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $731M → $928M (+$197M)

7.6% more ownership

Funds ownership: 77.86%85.46% (+7.6%)

3% more funds holding

Funds holding: 120123 (+3)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.65%
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
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$750K +$129K +3,153 +21%
WMN
77
Wealth Management Nebraska
Nebraska
$706K +$3.89K +95 +0.6%
QHA
78
Quarry Hill Advisors
Minnesota
$685K -$71.8K -1,756 -10%
BW
79
Balance Wealth
Ohio
$628K +$621K +15,173 New
GSWM
80
Golden State Wealth Management
California
$625K +$62.8K +1,534 +11%
PP
81
PDS Planning
Ohio
$589K +$582K +14,229 New
DWM
82
Diversify Wealth Management
Utah
$534K -$341K -8,326 -39%
BHWM
83
Beaird Harris Wealth Management
Texas
$498K -$13.7K -336 -3%
THL
84
Tillman Hartley LLC
Colorado
$468K -$499K -12,200 -52%
LEFP
85
Leading Edge Financial Planning
Tennessee
$454K -$218K -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 -$21.4K -524 -5%
KAS
89
Kestra Advisory Services
Texas
$366K -$9.12K -223 -2%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$341K +$337K +8,232 New
OIA
91
OneDigital Investment Advisors
Kansas
$333K -$2.33K -57 -0.7%
OA
92
Oceanside Advisors
South Carolina
$332K +$66.5K +1,625 +25%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$332K +$75.2K +1,838 +30%
GS
94
GTS Securities
New York
$320K +$316K +7,722 New
KAM
95
KEB Asset Management
Illinois
$320K +$316K +7,722 New
AF
96
Allworth Financial
California
$303K -$241K -5,894 -44%
MA
97
Mutual Advisors
Nebraska
$303K +$5.32K +130 +2%
Jane Street
98
Jane Street
New York
$299K -$4.2M -102,612 -93%
AP
99
Atwood & Palmer
Missouri
$275K
KW
100
KWB Wealth
California
$248K +$12.2K +298 +5%

AVIG Hedge Fund Activity: Q1 2025 in Review

123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2025, worth a combined $928M — up 27% from $731M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AVIG positions and 14 closed out — a net gain of 4 holders — while 62 added to existing stakes and 33 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $42.2M. The largest seller was Jane Street, cutting an estimated $4.2M.

  • 123 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $928M of Avantis Core Fixed Income ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 18 funds opened new Avantis Core Fixed Income ETF positions in Q1 2025 and 14 closed out, a net change of +4 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q1 2025 was Simplicity Wealth, an estimated $42.2M added.
  • The largest Avantis Core Fixed Income ETF seller in Q1 2025 was Jane Street, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2025.