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Avantis Core Fixed Income ETF
AVIG

13 hedge funds and large institutions have $24.4M invested in Avantis Core Fixed Income ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

74% more capital invested

Capital invested by funds: $14M → $24.4M (+$10.4M)

30% more funds holding

Funds holding: 10 → 13 (+3)

14.81% less ownership

Funds ownership: 57.76% → 42.95% (-15%)

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PL
Plancorp LLC
Missouri
+$6.03M
2
MCA
Magnolia Capital Advisors
Mississippi
+$2.25M
3
AWM
AE Wealth Management
Kansas
+$1.35M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$672K
5
AC
Applied Capital
Arkansas
+$482K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
2
Jane Street
Jane Street
New York
-$269K
3
CFA
Carroll Financial Associates
North Carolina
-$7.93K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$8.72M +$1.35M +27,589 +19%
PL
2
Plancorp LLC
Missouri
$6.08M +$6.03M +123,195 New
Jane Street
3
Jane Street
New York
$2.54M -$269K -5,493 -10%
MCA
4
Magnolia Capital Advisors
Mississippi
$2.27M +$2.25M +46,039 New
CWA
5
Centennial Wealth Advisory
Michigan
$1.56M +$477K +9,755 +45%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.48M +$672K +13,728 +85%
AC
7
Applied Capital
Arkansas
$1.15M +$482K +9,844 +73%
CFA
8
Carroll Financial Associates
North Carolina
$228K -$7.93K -162 -3%
BA
9
Bridge Advisory
California
$222K +$220K +4,504 New
IF
10
Ironwood Financial
Arizona
$51K +$33K +675 +190%
UBS Group
11
UBS Group
Switzerland
$43K +$42.7K +873 New
LAS
12
Lloyd Advisory Services
Georgia
$37K +$4.94K +101 +16%
LFG
13
Larson Financial Group
Missouri
$2K – – –
Citadel Advisors
14
Citadel Advisors
Florida
– -$1.23M -25,497 Closed

AVIG Hedge Fund Activity: Q2 2021 in Review

13 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q2 2021, worth a combined $24.4M — up 74% from $14M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AVIG positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $6.03M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.23M sold.

  • 13 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q2 2021, up from 10 in Q1 2021.
  • Funds reported $24.4M of Avantis Core Fixed Income ETF stock for Q2 2021, up 74% quarter-over-quarter.
  • 4 funds opened new Avantis Core Fixed Income ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q2 2021 was Plancorp LLC, an estimated $6.03M added.
  • The largest Avantis Core Fixed Income ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2021.