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Avantis Core Fixed Income ETF

127 hedge funds and large institutions have $990M invested in Avantis Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
1.7%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
15
Increased
65
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
THL
76
Tillman Hartley LLC
Colorado
$698K +$228K +5,468 +48%
GSWM
77
Golden State Wealth Management
California
$660K +$31.1K +747 +5%
LEFP
78
Leading Edge Financial Planning
Tennessee
$644K +$187K +4,502 +41%
HF
79
HRT Financial
New York
$639K +$639K +15,375 New
BW
80
Balance Wealth
Ohio
$623K -$8.87K -213 -1%
PSFG
81
Park Square Financial Group
Georgia
$616K +$523K +12,564 +562%
WMN
82
Wealth Management Nebraska
Nebraska
$606K -$101K -2,443 -14%
WRPWM
83
Werba Rubin Papier Wealth Management
California
$604K +$604K +14,509 New
KFG
84
Kingdom Financial Group
Arizona
$602K +$602K +14,464 New
DWM
85
Diversify Wealth Management
Utah
$591K +$54.2K +1,302 +10%
CW
86
CreativeOne Wealth
Kansas
$519K -$1.15M -27,667 -69%
BONH
87
Bank of New Hampshire
New Hampshire
$518K +$518K +12,450 New
BHWM
88
Beaird Harris Wealth Management
Texas
$494K -$6.24K -150 -1%
MQWP
89
Morey & Quinn Wealth Partners
Nebraska
$474K +$253K +6,074 +114%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$385K +$4.37K +105 +1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$363K -$62.5K -1,502 -15%
KAS
92
Kestra Advisory Services
Texas
$345K -$23.4K -563 -6%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$334K
VWA
94
Visionary Wealth Advisors
Illinois
$332K -$1.61M -38,799 -83%
OA
95
Oceanside Advisors
South Carolina
$331K -$2.83K -68 -0.8%
OIA
96
OneDigital Investment Advisors
Kansas
$331K -$3.33K -80 -1%
KAM
97
KEB Asset Management
Illinois
$321K
WCM
98
Winebrenner Capital Management
Kentucky
$296K +$296K +7,119 New
MA
99
Mutual Advisors
Nebraska
$288K -$15.9K -385 -5%
AF
100
Allworth Financial
California
$287K -$20.5K -493 -7%