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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
MFC
126
Morris Financial Concepts
South Carolina
$246K +$2.06K +49 +0.8%
MWP
127
Meredith Wealth Planning
Illinois
$243K +$3.53K +84 +1%
5NPW
128
55 North Private Wealth
Florida
$237K +$238K +5,664 New
QCM
129
Quantinno Capital Management
New York
$237K +$238K +5,664 New
FIA
130
Foundations Investment Advisors
Arizona
$233K -$36.4K -864 -13%
FAT
131
First American Trust
California
$230K +$231K +5,491 New
NWM
132
Northwest Wealth Management
Iowa
$208K +$208K +4,952 New
KP
133
Keel Point
Alabama
$204K
NL
134
NWAM LLC
Washington
$200K +$200K +4,763 New
LAS
135
Lloyd Advisory Services
Georgia
$197K +$197K +4,690 New
CPA
136
Cardiff Park Advisors
California
$193K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$125K
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$106K +$673 +16 +0.6%
GWM
139
Geneos Wealth Management
Colorado
$102K -$71.7K -1,704 -41%
CFO
140
CVA Family Office
Colorado
$91K
CW
141
Curio Wealth
Maryland
$56.6K
SWM
142
SHP Wealth Management
Massachusetts
$30.6K +$30.7K +730 New
FFA
143
Farther Finance Advisors
California
$27.1K +$27.2K +647 New
LWM
144
Lodestone Wealth Management
Washington
$25.3K +$25.4K +603 New
GRP
145
Global Retirement Partners
California
$24K +$337 +8 +1%
Q1WB
146
Quest 10 Wealth Builders
Virginia
$22.6K -$1.81K -43 -7%
KFG
147
Kingdom Financial Group
Arizona
$20.1K -$1.41M -33,614 -99%
NRG
148
Nemes Rush Group
Michigan
$14.3K
RF
149
Rossby Financial
Florida
$12.7K
PCG
150
PFC Capital Group
California
$8K +$4.88K +116 +132%