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Avantis Core Fixed Income ETF

128 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, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $928M → $990M (+$62.2M)

4% more funds holding

Funds holding: 123128 (+5)

2.85% more ownership

Funds ownership: 85.46%88.31% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.69%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
15
Increased
65
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
THL
76
Tillman Hartley LLC
Colorado
$698K +$224K +5,468 +48%
GSWM
77
Golden State Wealth Management
California
$660K +$30.6K +747 +5%
LEFP
78
Leading Edge Financial Planning
Tennessee
$644K +$185K +4,502 +41%
HF
79
HRT Financial
New York
$639K +$630K +15,375 New
BW
80
Balance Wealth
Ohio
$623K -$8.73K -213 -1%
PSFG
81
Park Square Financial Group
Georgia
$616K +$515K +12,564 +562%
WMN
82
Wealth Management Nebraska
Nebraska
$606K -$100K -2,443 -14%
WRPWM
83
Werba Rubin Papier Wealth Management
California
$604K +$595K +14,509 New
KFG
84
Kingdom Financial Group
Arizona
$602K +$593K +14,464 New
DWM
85
Diversify Wealth Management
Utah
$591K +$53.4K +1,302 +10%
CW
86
CreativeOne Wealth
Kansas
$519K -$1.13M -27,667 -69%
BONH
87
Bank of New Hampshire
New Hampshire
$518K +$510K +12,450 New
BHWM
88
Beaird Harris Wealth Management
Texas
$494K -$6.15K -150 -1%
MQWP
89
Morey & Quinn Wealth Partners
Nebraska
$474K +$249K +6,074 +114%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$385K +$4.3K +105 +1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$363K -$61.6K -1,502 -15%
KAS
92
Kestra Advisory Services
Texas
$345K -$23.1K -563 -6%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$334K
VWA
94
Visionary Wealth Advisors
Illinois
$332K -$1.59M -38,799 -83%
OA
95
Oceanside Advisors
South Carolina
$331K -$2.79K -68 -0.8%
OIA
96
OneDigital Investment Advisors
Kansas
$331K -$3.28K -80 -1%
KAM
97
KEB Asset Management
Illinois
$321K
WCM
98
Winebrenner Capital Management
Kentucky
$296K +$292K +7,119 New
MA
99
Mutual Advisors
Nebraska
$288K -$15.8K -385 -5%
AF
100
Allworth Financial
California
$287K -$20.2K -493 -7%

AVIG Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q2 2025, worth a combined $990M — up 6.7% from $928M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVIG positions and 9 closed out — a net gain of 6 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was Simplicity Wealth, adding an estimated $47.5M. The largest seller was Corient Private Wealth, cutting an estimated $69.6M.

  • 128 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q2 2025, up from 123 in Q1 2025.
  • Funds reported $990M of Avantis Core Fixed Income ETF stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 15 funds opened new Avantis Core Fixed Income ETF positions in Q2 2025 and 9 closed out, a net change of +6 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q2 2025 was Simplicity Wealth, an estimated $47.5M added.
  • The largest Avantis Core Fixed Income ETF seller in Q2 2025 was Corient Private Wealth, an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2025.