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Avantis Core Fixed Income ETF

128 hedge funds and large institutions have $1.12B invested in Avantis Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $990M → $1.12B (+$129M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.05% more ownership

Funds ownership: 88.31%88.36% (+0.05%)

0% more funds holding

Funds holding: 128128 (0)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
13
Increased
74
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
101
Foundations Investment Advisors
Arizona
$271K +$268K +6,429 New
KWM
102
Kingsview Wealth Management
Oregon
$250K +$30.5K +732 +14%
MFC
103
Morris Financial Concepts
South Carolina
$245K +$23.6K +567 +11%
MWP
104
Meredith Wealth Planning
Illinois
$241K +$2.54K +61 +1%
HighTower Advisors
105
HighTower Advisors
Illinois
$235K +$232K +5,576 New
KW
106
KWB Wealth
California
$225K -$3.42K -82 -1%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$219K
KP
108
Keel Point
Alabama
$205K
JP Morgan Chase
109
JP Morgan Chase
New York
$198K +$140K +3,365 +249%
CPA
110
Cardiff Park Advisors
California
$193K
GWM
111
Geneos Wealth Management
Colorado
$174K +$172K +4,140 New
OCM
112
Orion Capital Management
California
$166K +$104K +2,489 +170%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$125K +$124K +2,975 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$106K +$105K +2,518 New
Comerica Bank
115
Comerica Bank
Texas
$98.3K
CFO
116
CVA Family Office
Colorado
$91.3K
Osaic Holdings
117
Osaic Holdings
Arizona
$87.2K +$63.7K +1,528 +279%
US Bancorp
118
US Bancorp
Minnesota
$82.2K
UBS Group
119
UBS Group
Switzerland
$63.2K +$50.1K +1,202 +402%
CW
120
Curio Wealth
Maryland
$56.8K
Q1WB
121
Quest 10 Wealth Builders
Virginia
$24.4K
GRP
122
Global Retirement Partners
California
$23.8K +$292 +7 +1%
NRG
123
Nemes Rush Group
Michigan
$14.3K +$1.08K +26 +8%
RF
124
Rossby Financial
Florida
$12.7K
SPIA
125
Steward Partners Investment Advisory
New York
$7.62K +$7.54K +181 New

AVIG Hedge Fund Activity: Q3 2025 in Review

128 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2025, worth a combined $1.12B — up 13% from $990M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIG positions and 12 closed out — a net gain of 1 holder — while 74 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.5M. The largest seller was Simplicity Wealth, cutting an estimated $45.7M.

  • 128 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.12B of Avantis Core Fixed Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 13 funds opened new Avantis Core Fixed Income ETF positions in Q3 2025 and 12 closed out, a net change of +1 holder.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $55.5M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2025 was Simplicity Wealth, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2025.