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Avantis Core Fixed Income ETF

63 hedge funds and large institutions have $382M invested in Avantis Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
9
Increased
36
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$75.8M +$6.29M +152,122 +9%
PLFA
2
Pacific Life Fund Advisors
California
$54M -$748K -18,097 -1%
Corient Private Wealth
3
Corient Private Wealth
Florida
$34.4M +$28M +676,632 +434%
VFP
4
Verus Financial Partners
Virginia
$32.2M +$10.5M +255,054 +48%
Jane Street
5
Jane Street
New York
$27.4M +$21.8M +526,222 +387%
BWS
6
BCR Wealth Strategies
Alabama
$19.8M +$522K +12,626 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.9M +$2.44M +58,902 +20%
MWM
8
Mattern Wealth Management
Kansas
$12.3M +$2.02M +48,917 +20%
HFA
9
Highland Financial Advisors
New Jersey
$11.2M +$2.08M +50,316 +23%
AWM
10
AE Wealth Management
Kansas
$8.38M +$54K +1,307 +0.6%
QFA
11
Quantum Financial Advisors
California
$7.27M -$369K -8,933 -5%
RLIM
12
Red Lighthouse Investment Management
New York
$6.9M -$286K -6,908 -4%
PL
13
Plancorp LLC
Missouri
$6.74M +$4.8K +116 +0.1%
AFGAS
14
Allegiance Financial Group Advisory Services
Virginia
$6.5M +$2.43M +58,799 +60%
PAS
15
Park Avenue Securities
New York
$6.33M +$1.09M +26,262 +21%
LPL Financial
16
LPL Financial
California
$5.84M +$4.82M +116,611 +473%
WFA
17
WMG Financial Advisors
Tennessee
$4.46M +$2.5M +60,560 +128%
SB
18
Strategic Blueprint
Georgia
$3.45M +$146K +3,526 +4%
Mariner
19
Mariner
Kansas
$2.78M +$269K +6,517 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.71M +$522K +12,619 +24%
GWM
21
Grand Wealth Management
Michigan
$2.62M +$148K +3,590 +6%
SHFA
22
SC&H Financial Advisors
Maryland
$2.58M -$5.71K -138 -0.2%
BDWCC
23
B&D White Capital Company
Texas
$2.43M +$51.7K +1,250 +2%
LA
24
LexAurum Advisors
Kansas
$2.23M +$785K +18,974 +54%
EWA
25
EverSource Wealth Advisors
Alabama
$2.19M -$37.8K -913 -2%