AVIG icon

Avantis Core Fixed Income ETF

127 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, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
1.7%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
15
Increased
65
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
101
Atwood & Palmer
Missouri
$276K
Jones Financial Companies
102
Jones Financial Companies
Missouri
$264K +$62.4K +1,505 +31%
TFP
103
Traction Financial Partners
Wyoming
$261K +$261K +6,265 New
MWP
104
Meredith Wealth Planning
Illinois
$235K +$2.66K +64 +1%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$235K +$235K +5,673 New
KW
106
KWB Wealth
California
$227K -$25.5K -617 -10%
MFC
107
Morris Financial Concepts
South Carolina
$219K +$208 +5 +0.1%
KWM
108
Kingsview Wealth Management
Oregon
$217K +$217K +5,218 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$216K +$102K +2,458 +90%
KP
110
Keel Point
Alabama
$202K
CPA
111
Cardiff Park Advisors
California
$191K
Morgan Stanley
112
Morgan Stanley
New York
$151K +$80.5K +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 +$77.6K +1,864 New
OCM
117
Orion Capital Management
California
$60.9K +$60.9K +1,463 New
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$56.3K +$56.3K +1,352 New
CW
119
Curio Wealth
Maryland
$56.1K +$56.1K +1,347 +67,350%
Osaic Holdings
120
Osaic Holdings
Arizona
$28.9K +$6.88K +169 +31%
GRP
121
Global Retirement Partners
California
$23.2K +$23.2K +558 New
NRG
122
Nemes Rush Group
Michigan
$13.1K
RF
123
Rossby Financial
Florida
$12.6K
UBS Group
124
UBS Group
Switzerland
$12.4K -$6.37K -153 -34%
TIM
125
Tortoise Investment Management
New York
$2.08K