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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
Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
101
Meredith Wealth Planning
Illinois
$232K
BWMG
102
Bannerman Wealth Management Group
Texas
$224K
MQWP
103
Morey & Quinn Wealth Partners
Nebraska
$220K
MFC
104
Morris Financial Concepts
South Carolina
$217K
KP
105
Keel Point
Alabama
$201K
Jones Financial Companies
106
Jones Financial Companies
Missouri
$201K
CPA
107
Cardiff Park Advisors
California
$190K
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$113K
Comerica Bank
109
Comerica Bank
Texas
$96.6K
PSFG
110
Park Square Financial Group
Georgia
$92.5K
CFO
111
CVA Family Office
Colorado
$89.8K
US Bancorp
112
US Bancorp
Minnesota
$80.9K
Morgan Stanley
113
Morgan Stanley
New York
$70.6K
CW
114
Curio Wealth
Maryland
$56.7K
Q1WB
115
Quest 10 Wealth Builders
Virginia
$28.5K
Osaic Holdings
116
Osaic Holdings
Arizona
$22.4K
UBS Group
117
UBS Group
Switzerland
$18.7K
NRG
118
Nemes Rush Group
Michigan
$13K
RF
119
Rossby Financial
Florida
$12.4K
TIM
120
Tortoise Investment Management
New York
$2.07K
LFG
121
Larson Financial Group
Missouri
$2.01K
CAWM
122
Capital A Wealth Management
Pennsylvania
$1.41K
SAS
123
Spurstone Advisory Services
Connecticut
$620
OCM
124
Orion Capital Management
California
NL
125
NWAM LLC
Washington