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Avantis Core Fixed Income ETF

57 hedge funds and large institutions have $296M invested in Avantis Core Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.91%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
24
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$70.9M +$10.7M +253,931 +18%
PLFA
2
Pacific Life Fund Advisors
California
$55.8M +$903K +21,433 +2%
VFP
3
Verus Financial Partners
Virginia
$22.2M +$8.46M +200,476 +61%
BWS
4
BCR Wealth Strategies
Alabama
$19.6M +$46K +1,091 +0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M +$2.39M +56,648 +23%
MWM
6
Mattern Wealth Management
Kansas
$10.5M +$10.5M +248,618 New
HFA
7
Highland Financial Advisors
New Jersey
$9.24M +$1.21M +28,790 +15%
AWM
8
AE Wealth Management
Kansas
$8.48M +$307K +7,295 +4%
QFA
9
Quantum Financial Advisors
California
$7.79M -$360K -8,543 -4%
RLIM
10
Red Lighthouse Investment Management
New York
$7.32M -$475K -11,263 -6%
PL
11
Plancorp LLC
Missouri
$6.86M
Corient Private Wealth
12
Corient Private Wealth
Florida
$6.57M +$989K +23,466 +18%
Jane Street
13
Jane Street
New York
$5.73M +$5.73M +135,955 New
PAS
14
Park Avenue Securities
New York
$5.34M +$1.14M +26,986 +27%
AFGAS
15
Allegiance Financial Group Advisory Services
Virginia
$4.15M +$2.19M +52,006 +112%
WFA
16
WMG Financial Advisors
Tennessee
$3.89M -$586K -7,132 -13%
SB
17
Strategic Blueprint
Georgia
$3.37M -$64.4K -1,529 -2%
SHFA
18
SC&H Financial Advisors
Maryland
$2.64M +$537K +12,743 +26%
Mariner
19
Mariner
Kansas
$2.56M +$577K +13,705 +29%
GWM
20
Grand Wealth Management
Michigan
$2.52M +$268K +6,363 +12%
BDWCC
21
B&D White Capital Company
Texas
$2.42M -$46.4K -1,101 -2%
EWA
22
EverSource Wealth Advisors
Alabama
$2.27M -$57.2K -1,358 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.23M -$2.16M -51,162 -49%
PAG
24
Private Advisor Group
New Jersey
$2.13M +$2.13M +50,663 New
MCA
25
Magnolia Capital Advisors
Mississippi
$2.05M -$28.7K -682 -1%