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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
AP
101
Atwood & Palmer
Missouri
$276K
Jones Financial Companies
102
Jones Financial Companies
Missouri
$264K +$61.7K +1,505 +31%
TFP
103
Traction Financial Partners
Wyoming
$261K +$257K +6,265 New
MWP
104
Meredith Wealth Planning
Illinois
$235K +$2.62K +64 +1%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$235K +$233K +5,673 New
KW
106
KWB Wealth
California
$227K -$25.3K -617 -10%
MFC
107
Morris Financial Concepts
South Carolina
$219K +$205 +5 +0.1%
KWM
108
Kingsview Wealth Management
Oregon
$217K +$214K +5,218 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$216K +$101K +2,458 +90%
KP
110
Keel Point
Alabama
$202K
CPA
111
Cardiff Park Advisors
California
$191K
Morgan Stanley
112
Morgan Stanley
New York
$151K +$79.3K +1,934 +113%
Comerica Bank
113
Comerica Bank
Texas
$97.2K
CFO
114
CVA Family Office
Colorado
$90.3K
US Bancorp
115
US Bancorp
Minnesota
$81.3K
BCMLT
116
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.6K +$76.4K +1,864 New
OCM
117
Orion Capital Management
California
$60.9K +$60K +1,463 New
JP Morgan Chase
118
JP Morgan Chase
New York
$56.3K +$55.4K +1,352 New
CW
119
Curio Wealth
Maryland
$56.1K +$55.2K +1,347 +67,350%
Q1WB
120
Quest 10 Wealth Builders
Virginia
$24.2K -$4.39K -107 -16%
GRP
121
Global Retirement Partners
California
$23.2K +$22.9K +558 New
Osaic Holdings
122
Osaic Holdings
Arizona
$22.8K +$287 +7 +1%
NRG
123
Nemes Rush Group
Michigan
$13.1K
RF
124
Rossby Financial
Florida
$12.6K
UBS Group
125
UBS Group
Switzerland
$12.4K -$6.27K -153 -34%

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.