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Avantis Core Fixed Income ETF

155 hedge funds and large institutions have $14.3B invested in Avantis Core Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,182% more capital invested

Capital invested by funds: $1.12B → $14.3B (+$13.2B)

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

192% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 26

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

39.38% more ownership

Funds ownership: 88.36%127.74% (+39%)

21% more funds holding

Funds holding: 128155 (+27)

Holders
155
Holders Change
+27
Holders Change %
+21.09%
% of All Funds
1.88%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.28%
New
37
Increased
76
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$518K +$321K +7,641 +162%
BHWM
102
Beaird Harris Wealth Management
Texas
$508K +$10.5K +250 +2%
VWA
103
Visionary Wealth Advisors
Illinois
$505K +$506K +12,035 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$487K +$77.5K +1,842 +19%
CAC
105
Certified Advisory Corp
Florida
$476K +$478K +11,359 New
BW
106
Balance Wealth
Ohio
$435K -$181K -4,313 -29%
AI
107
Accredited Investors
Minnesota
$417K +$418K +9,944 New
JFG
108
JDM Financial Group
Texas
$416K +$417K +9,914 New
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$398K +$5.76K +137 +1%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$391K +$393K +9,338 New
GPWA
111
Great Point Wealth Advisors
Massachusetts
$388K
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$366K +$148K +3,515 +68%
WIM
113
WealthPlan Investment Management
Nebraska
$356K -$1.08M -25,642 -75%
OIA
114
OneDigital Investment Advisors
Kansas
$330K -$3.83K -91 -1%
KAM
115
KEB Asset Management
Illinois
$324K
MA
116
Mutual Advisors
Nebraska
$312K
TP
117
Trailhead Planners
Minnesota
$312K +$313K +7,439 New
OA
118
Oceanside Advisors
South Carolina
$309K -$24.4K -580 -7%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$306K +$4.38K +104 +1%
JCM
120
Jacobi Capital Management
Pennsylvania
$298K +$299K +7,113 New
WCM
121
Winebrenner Capital Management
Kentucky
$297K -$1.22K -29 -0.4%
Osaic Holdings
122
Osaic Holdings
Arizona
$286K +$200K +4,748 +229%
AP
123
Atwood & Palmer
Missouri
$278K
BPA
124
Beacon Pointe Advisors
California
$256K +$256K +6,095 New
KWM
125
Kingsview Wealth Management
Oregon
$255K +$5.97K +142 +2%