Avantis Core Fixed Income ETF
AVIG
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.
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
33% more funds holding
Funds holding: 66 → 88 (+22)
17% more capital invested
Capital invested by funds: $414M → $484M (+$69.9M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
2.51% less ownership
Funds ownership: 76.5% → 73.99% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$15.6M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$13.4M |
| 3 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$12.3M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.23M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$32.2M |
| 2 |
Jane Street
New York
|
-$5.58M |
| 3 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$2.2M |
| 4 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$2.16M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.13M |
AVIG Hedge Fund Activity: Q4 2023 in Review
88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q4 2023, worth a combined $484M — up 17% from $414M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AVIG positions and 0 closed out — a net gain of 22 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Financial Partners Group (Kansas), opening a new position worth an estimated $15.6M. The largest seller was Corient Private Wealth, cutting an estimated $32.2M.
- 88 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q4 2023, up from 66 in Q3 2023.
- Funds reported $484M of Avantis Core Fixed Income ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 22 funds opened new Avantis Core Fixed Income ETF positions in Q4 2023 and 0 closed out, a net change of +22 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q4 2023 was Financial Partners Group (Kansas), an estimated $15.6M added.
- The largest Avantis Core Fixed Income ETF seller in Q4 2023 was Corient Private Wealth, an estimated $32.2M sold.
Based on aggregated 13F filings for Q4 2023.