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Avantis Core Fixed Income ETF

35 hedge funds and large institutions have $120M invested in Avantis Core Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

75% more capital invested

Capital invested by funds: $68.2M → $120M (+$51.3M)

25% more funds holding

Funds holding: 2835 (+7)

0.33% more ownership

Funds ownership: 69.95%70.28% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
15
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$46M +$47.2M +1,007,779 +16,977%
BWS
2
BCR Wealth Strategies
Alabama
$19.9M +$670K +14,305 +3%
AWM
3
AE Wealth Management
Kansas
$11.5M +$199K +4,248 +2%
Jane Street
4
Jane Street
New York
$8.7M +$7.35M +156,967 +451%
PL
5
Plancorp LLC
Missouri
$7.08M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.43M +$1.18M +25,285 +35%
SB
7
Strategic Blueprint
Georgia
$3.07M +$3.17M +67,720 New
EWA
8
EverSource Wealth Advisors
Alabama
$2.23M +$83.1K +1,774 +4%
MCA
9
Magnolia Capital Advisors
Mississippi
$2.16M -$94.8K -2,025 -4%
BDWCC
10
B&D White Capital Company
Texas
$1.95M +$187K +3,983 +10%
CWA
11
Centennial Wealth Advisory
Michigan
$1.81M +$57.3K +1,223 +3%
WFA
12
WMG Financial Advisors
Tennessee
$1.57M +$1.36M +29,066 +519%
PAS
13
Park Avenue Securities
New York
$1.45M +$505K +10,778 +51%
Citadel Advisors
14
Citadel Advisors
Florida
$1.04M -$2.2M -46,906 -67%
SHFA
15
SC&H Financial Advisors
Maryland
$976K +$606K +12,946 +151%
BA
16
Bridge Advisory
California
$872K +$231K +4,941 +35%
RJT
17
Raymond James Trust
Florida
$573K -$5.06K -108 -0.8%
TIM
18
Tortoise Investment Management
New York
$567K +$12.2K +260 +2%
W
19
WorthPointe
California
$519K +$535K +11,435 New
LPL Financial
20
LPL Financial
California
$468K -$172K -3,670 -26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$444K +$459K +9,800 New
KWM
22
Kingsview Wealth Management
Oregon
$401K +$414K +8,843 New
AC
23
AWM Capital
Arizona
$348K +$360K +7,684 New
NL
24
NWAM LLC
Washington
$304K +$314K +6,708 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$286K -$14K -298 -5%

AVIG Hedge Fund Activity: Q1 2022 in Review

35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2022, worth a combined $120M — up 75% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVIG positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Hill Investment Group Partners, adding an estimated $47.2M. The largest seller was Abacus Wealth Partners, exiting entirely with an estimated $4.09M sold.

  • 35 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2022, up from 28 in Q4 2021.
  • Funds reported $120M of Avantis Core Fixed Income ETF stock for Q1 2022, up 75% quarter-over-quarter.
  • 10 funds opened new Avantis Core Fixed Income ETF positions in Q1 2022 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q1 2022 was Hill Investment Group Partners, an estimated $47.2M added.
  • The largest Avantis Core Fixed Income ETF seller in Q1 2022 was Abacus Wealth Partners, an estimated $4.09M sold.

Based on aggregated 13F filings for Q1 2022.