We are live on ! Find out more
AVIG icon

Avantis Core Fixed Income ETF

128 hedge funds and large institutions have $1.12B invested in Avantis Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $990M → $1.12B (+$129M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.05% more ownership

Funds ownership: 88.31%88.36% (+0.05%)

0% more funds holding

Funds holding: 128128 (0)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
13
Increased
74
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
76
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$905K +$97.6K +2,342 +12%
CW
77
CreativeOne Wealth
Kansas
$841K +$313K +7,518 +60%
GFG
78
Goldstone Financial Group
Illinois
$800K -$22.4K -537 -3%
ECA
79
Elevated Capital Advisors
Utah
$776K -$147K -3,533 -16%
Betterment LLC
80
Betterment LLC
New York
$746K -$24.1K -578 -3%
QHA
81
Quarry Hill Advisors
Minnesota
$739K +$7.96K +191 +1%
THL
82
Tillman Hartley LLC
Colorado
$708K +$2.29K +55 +0.3%
GSWM
83
Golden State Wealth Management
California
$699K +$32K +767 +5%
LEFP
84
Leading Edge Financial Planning
Tennessee
$650K -$750 -18 -0.1%
WMN
85
Wealth Management Nebraska
Nebraska
$619K +$4.04K +97 +0.7%
BW
86
Balance Wealth
Ohio
$618K -$11.6K -279 -2%
DWM
87
Diversify Wealth Management
Utah
$605K +$9.63K +231 +2%
BONH
88
Bank of New Hampshire
New Hampshire
$524K
MQWP
89
Morey & Quinn Wealth Partners
Nebraska
$510K +$29.6K +710 +6%
BHWM
90
Beaird Harris Wealth Management
Texas
$499K -$500 -12 -0.1%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$410K +$141K +3,393 +53%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$394K +$4.25K +102 +1%
GPWA
93
Great Point Wealth Advisors
Massachusetts
$390K +$386K +9,266 New
OA
94
Oceanside Advisors
South Carolina
$335K
OIA
95
OneDigital Investment Advisors
Kansas
$335K -$42 -1 -0%
KAM
96
KEB Asset Management
Illinois
$325K
MA
97
Mutual Advisors
Nebraska
$316K +$20K +481 +7%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$303K -$34K -817 -10%
WCM
99
Winebrenner Capital Management
Kentucky
$300K
AP
100
Atwood & Palmer
Missouri
$279K

AVIG Hedge Fund Activity: Q3 2025 in Review

128 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2025, worth a combined $1.12B — up 13% from $990M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIG positions and 12 closed out — a net gain of 1 holder — while 74 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.5M. The largest seller was Simplicity Wealth, cutting an estimated $45.7M.

  • 128 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.12B of Avantis Core Fixed Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 13 funds opened new Avantis Core Fixed Income ETF positions in Q3 2025 and 12 closed out, a net change of +1 holder.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $55.5M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2025 was Simplicity Wealth, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2025.