We are live on ! Find out more
AVIG icon

Avantis Core Fixed Income ETF

40 hedge funds and large institutions have $153M invested in Avantis Core Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more funds holding

Funds holding: 3640 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7.27% less ownership

Funds ownership: 70.28%63.01% (-7.3%)

10% less capital invested

Capital invested by funds: $169M → $153M (-$16.4M)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
7
Increased
16
Reduced
10
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
$42.7M +$4.04M +94,624 +10%
QFA
2
Quantum Financial Advisors
California
$26.2M -$5.24M -122,697 -16%
BWS
3
BCR Wealth Strategies
Alabama
$18M +$631K +14,779 +3%
AWM
4
AE Wealth Management
Kansas
$8.18M -$1.68M -39,371 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.05M +$2.19M +51,209 +42%
PL
6
Plancorp LLC
Missouri
$6.32M
CL
7
CPWM LLC
Washington
$5.53M +$3.14M +73,463 +116%
HFA
8
Highland Financial Advisors
New Jersey
$4.19M +$31.3K +733 +0.7%
Jane Street
9
Jane Street
New York
$4.18M -$12.9M -300,998 -74%
SB
10
Strategic Blueprint
Georgia
$3.07M -$37.7K -882 -1%
PAS
11
Park Avenue Securities
New York
$2.77M +$1.12M +26,314 +63%
WFA
12
WMG Financial Advisors
Tennessee
$2.22M +$491K +11,496 +26%
EWA
13
EverSource Wealth Advisors
Alabama
$2.21M +$152K +3,568 +7%
Citadel Advisors
14
Citadel Advisors
Florida
$2.06M -$3.4M -79,656 -61%
FA
15
Faithward Advisors
Pennsylvania
$2.06M +$2.17M +50,786 New
MCA
16
Magnolia Capital Advisors
Mississippi
$2.01M +$14.8K +347 +0.7%
BDWCC
17
B&D White Capital Company
Texas
$1.7M -$47.4K -1,110 -3%
SHFA
18
SC&H Financial Advisors
Maryland
$1.49M +$167K +3,900 +12%
CWA
19
Centennial Wealth Advisory
Michigan
$1.48M -$39.1K -916 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.35M +$142K +3,329 +11%
MIAN
21
Mariner Independent Advisor Network
Kansas
$1.27M +$761K +17,823 +130%
NL
22
NWAM LLC
Washington
$779K +$293K +6,856 +55%
VFP
23
Verus Financial Partners
Virginia
$730K +$778K +18,214 New
IFA
24
Index Fund Advisors
California
$650K +$686K +16,066 New
SHWM
25
Silicon Hills Wealth Management
Texas
$636K +$26.7K +625 +4%

AVIG Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2022, worth a combined $153M — down 9.7% from $169M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVIG positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Hill Investment Group Partners, adding an estimated $4.04M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 40 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2022, up from 36 in Q2 2022.
  • Funds reported $153M of Avantis Core Fixed Income ETF stock for Q3 2022, down 9.7% quarter-over-quarter.
  • 7 funds opened new Avantis Core Fixed Income ETF positions in Q3 2022 and 3 closed out, a net change of +4 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2022 was Hill Investment Group Partners, an estimated $4.04M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2022 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2022.