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Avantis Core Fixed Income ETF

66 hedge funds and large institutions have $414M invested in Avantis Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
10
Increased
37
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$85.7M +$13M +327,295 +18%
PLFA
2
Pacific Life Fund Advisors
California
$49.3M -$2.45M -61,917 -5%
VFP
3
Verus Financial Partners
Virginia
$40M +$9.1M +230,318 +29%
Corient Private Wealth
4
Corient Private Wealth
Florida
$39.7M +$6.66M +168,055 +20%
BWS
5
BCR Wealth Strategies
Alabama
$19.3M +$356K +8,981 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.6M +$4.27M +107,764 +30%
HFA
7
Highland Financial Advisors
New Jersey
$12.8M +$2.09M +52,784 +20%
MWM
8
Mattern Wealth Management
Kansas
$11.3M -$531K -13,399 -5%
ACP
9
Aveo Capital Partners
Colorado
$9.09M +$9.09M +229,339 New
Jane Street
10
Jane Street
New York
$9M -$17.2M -435,141 -66%
ARG
11
Advisory Resource Group
Oklahoma
$8.47M +$8.47M +213,635 New
AWM
12
AE Wealth Management
Kansas
$8.37M +$332K +8,390 +4%
AFGAS
13
Allegiance Financial Group Advisory Services
Virginia
$7.53M +$1.29M +32,647 +21%
PAS
14
Park Avenue Securities
New York
$7.5M +$1.44M +36,261 +24%
LPL Financial
15
LPL Financial
California
$7.02M +$1.43M +36,001 +25%
QFA
16
Quantum Financial Advisors
California
$6.9M -$69.3K -1,748 -1%
PL
17
Plancorp LLC
Missouri
$5.57M -$892K -22,519 -14%
RLIM
18
Red Lighthouse Investment Management
New York
$5.27M -$1.34M -33,803 -20%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.23M +$1.64M +41,388 +63%
LA
20
LexAurum Advisors
Kansas
$4.17M +$2.04M +51,395 +95%
WP
21
WealthSource Partners
California
$3.57M +$3.57M +89,993 New
PAG
22
Private Advisor Group
New Jersey
$3.49M +$1.82M +45,872 +109%
SB
23
Strategic Blueprint
Georgia
$3.29M -$19.5K -491 -0.6%
WFA
24
WMG Financial Advisors
Tennessee
$3.01M -$1.27M -32,028 -30%
Mariner
25
Mariner
Kansas
$2.79M +$128K +3,241 +5%