Avantis Core Fixed Income ETF
AVIG
120 hedge funds and large institutions have $731M invested in Avantis Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 14 closing their positions.
116% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 25
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
7% more funds holding
Funds holding: 112 → 120 (+8)
6% less capital invested
Capital invested by funds: $778M → $731M (-$47.2M)
7.76% less ownership
Funds ownership: 85.62% → 77.86% (-7.8%)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$9.23M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.59M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.02M |
| 4 |
Jane Street
New York
|
+$3.13M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$35.6M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$8.78M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$6.05M |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$5.77M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$5.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KP
126
Keel Point
Huntsville,
Alabama
| – | -$383K | -9,013 | Closed |
|
|
FA
127
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$337K | -7,931 | Closed |
|
|
BOSSRA
128
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$333K | -7,842 | Closed |
|
|
M1FG
129
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$277K | -6,516 | Closed |
|
|
FIA
130
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$210K | -4,928 | Closed |
|
|
TNBTD
131
Trustmark National Bank Trust Department
Jackson,
Mississippi
| – | -$207K | -4,869 | Closed |
|
|
GS
132
GTS Securities
New York
| – | -$202K | -4,744 | Closed |
|
133
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$36.2K | -852 | Closed |
|
134
Fidelity Investments
Boston,
Massachusetts
| – | -$43 | -1 | Closed |
|
AVIG Hedge Fund Activity: Q4 2024 in Review
120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2024, worth a combined $731M — down 6.1% from $778M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AVIG positions and 14 closed out — a net gain of 12 holders — while 54 added to existing stakes and 25 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $9.23M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $35.6M sold.
- 120 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2024, up from 112 in Q3 2024.
- Funds reported $731M of Avantis Core Fixed Income ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
- 26 funds opened new Avantis Core Fixed Income ETF positions in Q4 2024 and 14 closed out, a net change of +12 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q4 2024 was Corient Private Wealth, an estimated $9.23M added.
- The largest Avantis Core Fixed Income ETF seller in Q4 2024 was Simplicity Wealth, an estimated $35.6M sold.
Based on aggregated 13F filings for Q4 2024.