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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
MWP
101
Meredith Wealth Planning
Illinois
$232K +$573 +14 +0.3%
BWMG
102
Bannerman Wealth Management Group
Texas
$224K -$28.9K -707 -12%
MQWP
103
Morey & Quinn Wealth Partners
Nebraska
$220K +$218K +5,325 New
MFC
104
Morris Financial Concepts
South Carolina
$217K +$6.96K +170 +3%
KP
105
Keel Point
Alabama
$201K +$199K +4,863 New
Jones Financial Companies
106
Jones Financial Companies
Missouri
$201K +$54.9K +1,342 +38%
CPA
107
Cardiff Park Advisors
California
$190K -$561K -13,700 -75%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$113K +$65.2K +1,593 +138%
Comerica Bank
109
Comerica Bank
Texas
$96.6K
PSFG
110
Park Square Financial Group
Georgia
$92.5K +$91.4K +2,234 New
CFO
111
CVA Family Office
Colorado
$89.8K
US Bancorp
112
US Bancorp
Minnesota
$80.9K +$79.9K +1,954 New
Morgan Stanley
113
Morgan Stanley
New York
$70.6K +$18.4K +450 +36%
CW
114
Curio Wealth
Maryland
$56.7K -$57.1K -1,396 -100%
Q1WB
115
Quest 10 Wealth Builders
Virginia
$28.5K +$777 +19 +3%
Osaic Holdings
116
Osaic Holdings
Arizona
$22.4K -$32.6K -796 -60%
UBS Group
117
UBS Group
Switzerland
$18.7K +$18.5K +452 New
NRG
118
Nemes Rush Group
Michigan
$13K
RF
119
Rossby Financial
Florida
$12.4K +$12.4K +302 New
TIM
120
Tortoise Investment Management
New York
$2.07K -$4.71K -115 -70%
LFG
121
Larson Financial Group
Missouri
$2.01K
CAWM
122
Capital A Wealth Management
Pennsylvania
$1.41K
SAS
123
Spurstone Advisory Services
Connecticut
$620 +$614 +15 New
OCM
124
Orion Capital Management
California
-$3.19M -78,626 Closed
NL
125
NWAM LLC
Washington
-$513K -12,650 Closed

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.