Avantis Core Fixed Income ETF
AVIG
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.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
22% more capital invested
Capital invested by funds: $244M → $296M (+$52.5M)
14% more funds holding
Funds holding: 50 → 57 (+7)
2.5% more ownership
Funds ownership: 73.77% → 76.27% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$10.6M |
| 2 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$10.4M |
| 3 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$8.36M |
| 4 |
Jane Street
New York
|
+$5.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.13M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.3M |
| 3 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$613K |
| 4 |
W
WorthPointe
La Jolla,
California
|
-$568K |
| 5 |
RLIM
Red Lighthouse Investment Management
New York
|
-$470K |
AVIG Hedge Fund Activity: Q1 2023 in Review
57 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2023, worth a combined $296M — up 22% from $244M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AVIG positions and 4 closed out — a net gain of 7 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Hill Investment Group Partners, adding an estimated $10.6M. The largest seller was Royal Bank of Canada, cutting an estimated $2.13M.
- 57 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $296M of Avantis Core Fixed Income ETF stock for Q1 2023, up 22% quarter-over-quarter.
- 11 funds opened new Avantis Core Fixed Income ETF positions in Q1 2023 and 4 closed out, a net change of +7 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q1 2023 was Hill Investment Group Partners, an estimated $10.6M added.
- The largest Avantis Core Fixed Income ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $2.13M sold.
Based on aggregated 13F filings for Q1 2023.