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Avantis Core Fixed Income ETF

50 hedge funds and large institutions have $244M invested in Avantis Core Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

59% more capital invested

Capital invested by funds: $153M → $244M (+$90.8M)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

25% more funds holding

Funds holding: 4050 (+10)

10.76% more ownership

Funds ownership: 63.01%73.77% (+11%)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.8%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
13
Increased
21
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$58.5M +$15.3M +373,978 +35%
PLFA
2
Pacific Life Fund Advisors
California
$53.3M +$53.1M +1,301,974 New
BWS
3
BCR Wealth Strategies
Alabama
$19M +$862K +21,106 +5%
VFP
4
Verus Financial Partners
Virginia
$13.8M +$12.6M +308,244 +1,692%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10M +$2.9M +70,949 +41%
AWM
6
AE Wealth Management
Kansas
$7.95M -$326K -7,994 -4%
QFA
7
Quantum Financial Advisors
California
$7.92M -$18.6M -454,715 -70%
HFA
8
Highland Financial Advisors
New Jersey
$7.81M +$3.55M +87,026 +84%
RLIM
9
Red Lighthouse Investment Management
New York
$7.58M +$7.55M +184,947 New
PL
10
Plancorp LLC
Missouri
$6.67M +$273K +6,685 +4%
Corient Private Wealth
11
Corient Private Wealth
Florida
$5.43M +$5.41M +132,416 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.26M +$4.25M +103,998 New
PAS
13
Park Avenue Securities
New York
$4.09M +$1.28M +31,348 +46%
SB
14
Strategic Blueprint
Georgia
$3.34M +$228K +5,589 +7%
BDWCC
15
B&D White Capital Company
Texas
$2.4M +$677K +16,574 +39%
EWA
16
EverSource Wealth Advisors
Alabama
$2.26M +$17.4K +426 +0.8%
WFA
17
WMG Financial Advisors
Tennessee
$2.23M -$16.7K -408 -0.7%
GWM
18
Grand Wealth Management
Michigan
$2.19M +$2.18M +53,496 New
SHFA
19
SC&H Financial Advisors
Maryland
$2.04M +$535K +13,114 +36%
MCA
20
Magnolia Capital Advisors
Mississippi
$2.02M -$17.7K -433 -0.9%
FA
21
Faithward Advisors
Pennsylvania
$1.94M -$137K -3,360 -7%
Mariner
22
Mariner
Kansas
$1.93M +$1.92M +47,038 New
AFGAS
23
Allegiance Financial Group Advisory Services
Virginia
$1.9M +$1.9M +46,487 New
LA
24
LexAurum Advisors
Kansas
$1.52M +$1.51M +37,062 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.38M +$3.18K +78 +0.2%

AVIG Hedge Fund Activity: Q4 2022 in Review

50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2022, worth a combined $244M — up 59% from $153M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIG positions and 1 closed out — a net gain of 12 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Hill Investment Group Partners, adding an estimated $15.3M. The largest seller was Quantum Financial Advisors, cutting an estimated $18.6M.

  • 50 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $244M of Avantis Core Fixed Income ETF stock for Q4 2022, up 59% quarter-over-quarter.
  • 13 funds opened new Avantis Core Fixed Income ETF positions in Q4 2022 and 1 closed out, a net change of +12 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q4 2022 was Hill Investment Group Partners, an estimated $15.3M added.
  • The largest Avantis Core Fixed Income ETF seller in Q4 2022 was Quantum Financial Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2022.