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Avantis Core Fixed Income ETF

28 hedge funds and large institutions have $68.2M invested in Avantis Core Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

85% more capital invested

Capital invested by funds: $36.8M → $68.2M (+$31.4M)

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

65% more funds holding

Funds holding: 1728 (+11)

19.99% more ownership

Funds ownership: 49.95%69.95% (+20%)

Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
1
BCR Wealth Strategies
Alabama
$20.7M +$20.7M +424,119 New
AWM
2
AE Wealth Management
Kansas
$12.2M +$789K +16,128 +7%
PL
3
Plancorp LLC
Missouri
$7.62M +$1.61M +32,965 +27%
AWP
4
Abacus Wealth Partners
California
$4.09M +$4.1M +83,931 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.53M +$1.28M +26,083 +56%
Citadel Advisors
6
Citadel Advisors
Florida
$3.41M -$897K -18,337 -21%
MCA
7
Magnolia Capital Advisors
Mississippi
$2.42M +$49.9K +1,021 +2%
EWA
8
EverSource Wealth Advisors
Alabama
$2.31M +$2.31M +47,340 New
BDWCC
9
B&D White Capital Company
Texas
$1.9M +$535K +10,950 +39%
CWA
10
Centennial Wealth Advisory
Michigan
$1.89M -$90.5K -1,850 -5%
Jane Street
11
Jane Street
New York
$1.7M -$2.15M -43,981 -56%
PAS
12
Park Avenue Securities
New York
$1.03M +$721K +14,755 +232%
BA
13
Bridge Advisory
California
$697K +$369K +7,543 +112%
LPL Financial
14
LPL Financial
California
$683K +$352K +7,208 +106%
AC
15
Applied Capital
Arkansas
$681K -$328K -6,704 -32%
RJT
16
Raymond James Trust
Florida
$622K
TIM
17
Tortoise Investment Management
New York
$597K +$599K +12,240 New
CFO
18
CVA Family Office
Colorado
$429K +$430K +8,795 New
SHFA
19
SC&H Financial Advisors
Maryland
$418K +$419K +8,573 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$323K -$7.04K -144 -2%
HIGP
21
Hill Investment Group Partners
Missouri
$290K +$290K +5,936 New
WFA
22
WMG Financial Advisors
Tennessee
$275K +$274K +5,600 New
CPA
23
Cardiff Park Advisors
California
$224K +$225K +4,595 New
FAG
24
Fortitude Advisory Group
Washington
$119K +$120K +2,446 New
LAS
25
Lloyd Advisory Services
Georgia
$67K +$12K +245 +22%

AVIG Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2021, worth a combined $68.2M — up 85% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AVIG positions and 1 closed out — a net gain of 11 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Abacus Wealth Partners, opening a new position worth an estimated $4.1M. The largest seller was Jane Street, cutting an estimated $2.15M.

  • 28 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2021, up from 17 in Q3 2021.
  • Funds reported $68.2M of Avantis Core Fixed Income ETF stock for Q4 2021, up 85% quarter-over-quarter.
  • 12 funds opened new Avantis Core Fixed Income ETF positions in Q4 2021 and 1 closed out, a net change of +11 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q4 2021 was Abacus Wealth Partners, an estimated $4.1M added.
  • The largest Avantis Core Fixed Income ETF seller in Q4 2021 was Jane Street, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2021.