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Avantis Core Fixed Income ETF

88 hedge funds and large institutions have $484M invested in Avantis Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+22
Holders Change %
+33.33%
% of All Funds
1.29%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
22
Increased
36
Reduced
24
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$93.2M +$2.79M +66,590 +3%
PLFA
2
Pacific Life Fund Advisors
California
$51.2M -$830K -19,845 -2%
VFP
3
Verus Financial Partners
Virginia
$44.3M +$2.51M +60,796 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23M +$3.37M +80,659 +17%
BWS
5
BCR Wealth Strategies
Alabama
$20.9M +$507K +12,125 +2%
FPGK
6
Financial Partners Group (Kansas)
Kansas
$16.3M +$16.3M +389,416 New
HFA
7
Highland Financial Advisors
New Jersey
$14.1M +$587K +14,038 +4%
Creative Planning
8
Creative Planning
Kansas
$13.9M +$13.9M +333,301 New
LPL Financial
9
LPL Financial
California
$13.9M +$6.51M +155,552 +88%
RCG
10
Regatta Capital Group
California
$12.8M +$12.8M +306,098 New
ACP
11
Aveo Capital Partners
Colorado
$9.72M +$122K +2,915 +1%
MWM
12
Mattern Wealth Management
Kansas
$9.63M -$2.25M -53,842 -19%
AFGAS
13
Allegiance Financial Group Advisory Services
Virginia
$8.79M +$842K +20,121 +11%
AWM
14
AE Wealth Management
Kansas
$8.75M +$23.4K +566 +0.3%
RJA
15
Raymond James & Associates
Florida
$8.58M +$8.58M +205,233 New
PAS
16
Park Avenue Securities
New York
$8.56M +$639K +15,276 +8%
Corient Private Wealth
17
Corient Private Wealth
Florida
$8.24M -$33.6M -803,563 -80%
ARG
18
Advisory Resource Group
Oklahoma
$6.64M -$2.29M -54,854 -26%
QFA
19
Quantum Financial Advisors
California
$6.1M -$1.19M -28,409 -16%
DWM
20
Dogwood Wealth Management
Kansas
$6.09M +$6.09M +145,634 New
PL
21
Plancorp LLC
Missouri
$5.87M
LA
22
LexAurum Advisors
Kansas
$5.7M +$1.3M +31,023 +29%
RLIM
23
Red Lighthouse Investment Management
New York
$5.21M -$349K -8,335 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.1M -$367K -8,779 -8%
GWM
25
Grand Wealth Management
Michigan
$3.85M +$1.3M +31,139 +51%