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Avantis Core Fixed Income ETF
AVIG

17 hedge funds and large institutions have $36.8M invested in Avantis Core Fixed Income ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

51% more capital invested

Capital invested by funds: $24.4M → $36.8M (+$12.5M)

31% more funds holding

Funds holding: 13 → 17 (+4)

7% more ownership

Funds ownership: 42.95% → 49.95% (+7%)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.38M
2
AWM
AE Wealth Management
Kansas
+$2.82M
3
BDWCC
B&D White Capital Company
Texas
+$1.39M
4
Jane Street
Jane Street
New York
+$1.35M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$812K

Top Sellers

Rank Fund Capital Flow
1
CFA
Carroll Financial Associates
North Carolina
-$228K
2
AC
Applied Capital
Arkansas
-$131K
3
UBS Group
UBS Group
Switzerland
-$43K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.5M +$2.82M +56,768 +32%
PL
2
Plancorp LLC
Missouri
$6.06M – – –
Citadel Advisors
3
Citadel Advisors
Florida
$4.34M +$4.38M +88,244 New
Jane Street
4
Jane Street
New York
$3.87M +$1.35M +27,259 +53%
MCA
5
Magnolia Capital Advisors
Mississippi
$2.39M +$126K +2,547 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.27M +$812K +16,355 +55%
CWA
7
Centennial Wealth Advisory
Michigan
$2M +$446K +8,987 +28%
BDWCC
8
B&D White Capital Company
Texas
$1.38M +$1.39M +27,991 New
AC
9
Applied Capital
Arkansas
$1.02M -$131K -2,641 -11%
RJT
10
Raymond James Trust
Florida
$627K +$633K +12,745 New
LPL Financial
11
LPL Financial
California
$334K +$337K +6,787 New
BA
12
Bridge Advisory
California
$332K +$111K +2,244 +50%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$332K +$336K +6,759 New
PAS
14
Park Avenue Securities
New York
$313K +$316K +6,368 New
LAS
15
Lloyd Advisory Services
Georgia
$56K +$19.4K +391 +52%
IF
16
Ironwood Financial
Arizona
$51K – – –
LFG
17
Larson Financial Group
Missouri
$2K – – –
CFA
18
Carroll Financial Associates
North Carolina
– -$228K -4,625 Closed
UBS Group
19
UBS Group
Switzerland
– -$43K -873 Closed

AVIG Hedge Fund Activity: Q3 2021 in Review

17 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2021, worth a combined $36.8M — up 51% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AVIG positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.38M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $228K sold.

  • 17 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2021, up from 13 in Q2 2021.
  • Funds reported $36.8M of Avantis Core Fixed Income ETF stock for Q3 2021, up 51% quarter-over-quarter.
  • 6 funds opened new Avantis Core Fixed Income ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2021 was Citadel Advisors, an estimated $4.38M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2021 was Carroll Financial Associates, an estimated $228K sold.

Based on aggregated 13F filings for Q3 2021.