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Avantis Core Fixed Income ETF
AVIG

Overview Fund Activity

120 hedge funds and large institutions have $731M invested in Avantis Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
26
Increased
54
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$67.2M
2
AWM
2
AE Wealth Management
Kansas
$135M
3
Wells Fargo
3
Wells Fargo
California
$3.97M
4
Jane Street
4
Jane Street
New York
$4.46M
5
PAS
5
Park Avenue Securities
New York
$15.5M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
ARG
2
Advisory Resource Group
Oklahoma
$0
3
DWP
3
Destiny Wealth Partners
Florida
$0
4
FFA
4
Farther Finance Advisors
California
$60.9K
5
ACP
5
Aveo Capital Partners
Colorado
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMI
101
Creative Capital Management Investments
California
$149K – – –
Jones Financial Companies
102
Jones Financial Companies
Missouri
$143K +$42.6K +1,050 +42%
Comerica Bank
103
Comerica Bank
Texas
$94.7K – – –
CFO
104
CVA Family Office
Colorado
$88K – – –
FFA
105
Farther Finance Advisors
California
$60.9K -$5.67M -139,686 -99%
CW
106
Curio Wealth
Maryland
$56.7K +$56.7K +1,398 New
Osaic Holdings
107
Osaic Holdings
Arizona
$54.3K -$26K -639 -32%
Morgan Stanley
108
Morgan Stanley
New York
$51K +$51K +1,256 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$46.8K +$46.8K +1,153 New
Q1WB
110
Quest 10 Wealth Builders
Virginia
$27.1K +$27.1K +669 New
GRP
111
Global Retirement Partners
California
$22.2K +$22.2K +548 New
NRG
112
Nemes Rush Group
Michigan
$12.8K +$12.8K +315 New
TIM
113
Tortoise Investment Management
New York
$6.69K – – –
CAS
114
Coppell Advisory Solutions
Texas
$4.14K – – –
PMFA
115
Plante Moran Financial Advisors
Michigan
$4.02K – – –
SPIA
116
Steward Partners Investment Advisory
New York
$3.94K -$1.3K -32 -25%
FWM
117
FLP Wealth Management
Arkansas
$2.23K +$2.23K +55 New
LFG
118
Larson Financial Group
Missouri
$1.95K +$41 +1 +2%
EWA
119
EverSource Wealth Advisors
Alabama
$1.87K – – –
CAWM
120
Capital A Wealth Management
Pennsylvania
$1.38K +$1.38K +34 New
SW
121
Simplicity Wealth
New Jersey
– -$35.6M -838,605 Closed
ARG
122
Advisory Resource Group
Oklahoma
– -$8.78M -206,654 Closed
DWP
123
Destiny Wealth Partners
Florida
– -$6.05M -142,243 Closed
AFP
124
Alpha Financial Partners
Kentucky
– -$3.98M -93,696 Closed
SB
125
Strategic Blueprint
Georgia
– -$3.69M -86,727 Closed
2 3 4
5
6