Avantis Core Fixed Income ETF
AVIG
10 hedge funds and large institutions have $14M invested in Avantis Core Fixed Income ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
900% more funds holding
Funds holding: 1 → 10 (+9)
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
6.04% less ownership
Funds ownership: 63.8% → 57.76% (-6%)
13% less capital invested
Capital invested by funds: $16.1M → $14M (-$2.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.35M |
| 2 |
Jane Street
New York
|
+$2.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.26M |
| 4 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$1.08M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$799K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$16.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $7.21M | +$7.35M | +149,017 | New |
|
|
2
Jane Street
New York
| $2.76M | +$2.81M | +56,998 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.23M | +$1.26M | +25,497 | New |
|
|
CWA
4
Centennial Wealth Advisory
Traverse City,
Michigan
| $1.06M | +$1.08M | +21,830 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $783K | +$799K | +16,183 | New |
|
|
AC
6
Applied Capital
Little Rock,
Arkansas
| $652K | +$664K | +13,462 | New |
|
|
CFA
7
Carroll Financial Associates
Charlotte,
North Carolina
| $231K | +$236K | +4,787 | New |
|
|
LAS
8
Lloyd Advisory Services
Suwanee,
Georgia
| $31K | +$31.9K | +646 | New |
|
|
IF
9
Ironwood Financial
Tucson,
Arizona
| $17K | +$17.5K | +355 | New |
|
|
LFG
10
Larson Financial Group
St Louis,
Missouri
| $2K | +$2.27K | +46 | New |
|
|
11
American Century Companies
Kansas City,
Missouri
| – | -$16.1M | -319,000 | Closed |
|
AVIG Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2021, worth a combined $14M — down 13% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVIG positions and 1 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $7.35M. The largest seller was American Century Companies, exiting entirely with an estimated $16.1M sold.
- 10 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2021, up from 1 in Q4 2020.
- Funds reported $14M of Avantis Core Fixed Income ETF stock for Q1 2021, down 13% quarter-over-quarter.
- 10 funds opened new Avantis Core Fixed Income ETF positions in Q1 2021 and 1 closed out, a net change of +9 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q1 2021 was AE Wealth Management, an estimated $7.35M added.
- The largest Avantis Core Fixed Income ETF seller in Q1 2021 was American Century Companies, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2021.