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Avantis Core Fixed Income ETF
AVIG

Overview Fund Activity

84 hedge funds and large institutions have $524M invested in Avantis Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.22%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
8
Increased
47
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$39.4M
2
AWM
AE Wealth Management
Kansas
$26.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.63M
4
GVAG
Great Valley Advisor Group
Delaware
$4.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
HIGP
Hill Investment Group Partners
Missouri
$62.1M
2
EWA
EverSource Wealth Advisors
Alabama
$1.8K
3
LPL Financial
LPL Financial
California
$11.8M
4
MCA
Magnolia Capital Advisors
Mississippi
$0
5
SOS
Silver Oak Securities
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$62.1M -$29.8M -722,694 -32%
PLFA
2
Pacific Life Fund Advisors
California
$51.5M +$994K +24,089 +2%
VFP
3
Verus Financial Partners
Virginia
$46.5M +$2.22M +53,755 +5%
Corient Private Wealth
4
Corient Private Wealth
Florida
$39.4M +$31.3M +758,172 +385%
AWM
5
AE Wealth Management
Kansas
$26.3M +$17.6M +426,531 +202%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$26.2M +$3.58M +86,698 +16%
BWS
7
BCR Wealth Strategies
Alabama
$20.7M +$123K +2,992 +0.6%
FPGK
8
Financial Partners Group (Kansas)
Kansas
$16.4M +$320K +7,747 +2%
HFA
9
Highland Financial Advisors
New Jersey
$15.8M +$1.95M +47,352 +14%
Creative Planning
10
Creative Planning
Kansas
$14.5M +$786K +19,057 +6%
RCG
11
Regatta Capital Group
California
$14.2M +$1.62M +39,242 +13%
LPL Financial
12
LPL Financial
California
$11.8M -$1.91M -46,401 -14%
AFGAS
13
Allegiance Financial Group Advisory Services
Virginia
$10.4M +$1.78M +43,133 +21%
PAS
14
Park Avenue Securities
New York
$9.41M +$972K +23,573 +12%
RJA
15
Raymond James & Associates
Florida
$8.85M +$384K +9,302 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.63M +$4.59M +111,228 +113%
ACP
17
Aveo Capital Partners
Colorado
$8.57M -$833K -20,583 -9%
MWM
18
Mattern Wealth Management
Kansas
$8.25M -$1.25M -30,248 -13%
LA
19
LexAurum Advisors
Kansas
$7.46M +$1.83M +44,385 +33%
ARG
20
Advisory Resource Group
Oklahoma
$7.24M +$693K +16,812 +11%
DWM
21
Dogwood Wealth Management
Kansas
$6.12M +$110K +2,669 +2%
QFA
22
Quantum Financial Advisors
California
$5.96M -$47.9K -1,162 -0.8%
PL
23
Plancorp LLC
Missouri
$5.79M – – –
TW
24
Trajan Wealth
Arizona
$5.26M +$5.26M +127,618 New
Jane Street
25
Jane Street
New York
$5.02M +$1.4M +33,974 +39%
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