Avantis Core Fixed Income ETF
AVIG
123 hedge funds and large institutions have $928M invested in Avantis Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 14 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 33
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
27% more capital invested
Capital invested by funds: $731M → $928M (+$197M)
7.6% more ownership
Funds ownership: 77.86% → 85.46% (+7.6%)
3% more funds holding
Funds holding: 120 → 123 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$42.2M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$26.4M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$18.5M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$17.4M |
| 5 |
EWM
Echo Wealth Management
Plymouth,
Minnesota
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.2M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$4.02M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$3.81M |
| 4 |
OCM
Orion Capital Management
Coronado,
California
|
-$3.19M |
| 5 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$449K | -11,056 | Closed |
|
|
KWM
127
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$321K | -7,902 | Closed |
|
|
TSS
128
Two Sigma Securities
New York
| – | -$249K | -6,134 | Closed |
|
|
FPGK
129
Financial Partners Group (Kansas)
Overland Park,
Kansas
| – | -$223K | -5,487 | Closed |
|
|
CA
130
Clune & Associates
Chicago,
Illinois
| – | -$204K | -5,036 | Closed |
|
|
CCMI
131
Creative Capital Management Investments
San Diego,
California
| – | -$149K | -3,680 | Closed |
|
|
FFA
132
Farther Finance Advisors
San Francisco,
California
| – | -$60.9K | -1,501 | Closed |
|
|
CAS
133
Coppell Advisory Solutions
Coppell,
Texas
| – | -$4.14K | -102 | Closed |
|
|
PMFA
134
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$4.02K | -99 | Closed |
|
|
SPIA
135
Steward Partners Investment Advisory
New York
| – | -$3.94K | -97 | Closed |
|
|
FWM
136
FLP Wealth Management
Bentonville,
Arkansas
| – | -$2.23K | -55 | Closed |
|
|
EWA
137
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1.87K | -46 | Closed |
|
AVIG Hedge Fund Activity: Q1 2025 in Review
123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2025, worth a combined $928M — up 27% from $731M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AVIG positions and 14 closed out — a net gain of 4 holders — while 62 added to existing stakes and 33 trimmed.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $42.2M. The largest seller was Jane Street, cutting an estimated $4.2M.
- 123 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2025, up from 120 in Q4 2024.
- Funds reported $928M of Avantis Core Fixed Income ETF stock for Q1 2025, up 27% quarter-over-quarter.
- 18 funds opened new Avantis Core Fixed Income ETF positions in Q1 2025 and 14 closed out, a net change of +4 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q1 2025 was Simplicity Wealth, an estimated $42.2M added.
- The largest Avantis Core Fixed Income ETF seller in Q1 2025 was Jane Street, an estimated $4.2M sold.
Based on aggregated 13F filings for Q1 2025.