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Avantis Core Fixed Income ETF

94 hedge funds and large institutions have $562M invested in Avantis Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.37%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
14
Increased
45
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$54.8M +$15.9M +388,989 +41%
HIGP
2
Hill Investment Group Partners
Missouri
$53.6M -$8.32M -202,223 -13%
PLFA
3
Pacific Life Fund Advisors
California
$49.3M -$1.62M -39,805 -3%
VFP
4
Verus Financial Partners
Virginia
$49.1M +$3.18M +77,892 +7%
AWM
5
AE Wealth Management
Kansas
$31.2M +$5.18M +126,997 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.5M +$4.53M +111,043 +17%
BWS
7
BCR Wealth Strategies
Alabama
$21.1M +$608K +14,898 +3%
HFA
8
Highland Financial Advisors
New Jersey
$18.3M +$2.62M +64,293 +17%
Creative Planning
9
Creative Planning
Kansas
$15M +$641K +15,714 +4%
RCG
10
Regatta Capital Group
California
$15M +$915K +22,445 +6%
LPL Financial
11
LPL Financial
California
$12.7M +$981K +24,056 +8%
AFGAS
12
Allegiance Financial Group Advisory Services
Virginia
$12.4M +$2.08M +50,952 +20%
PAS
13
Park Avenue Securities
New York
$11.6M +$2.33M +57,122 +25%
ACP
14
Aveo Capital Partners
Colorado
$9.29M +$659K +16,163 +8%
LA
15
LexAurum Advisors
Kansas
$9.27M +$1.9M +46,656 +26%
AWM
16
Axxcess Wealth Management
California
$8.94M +$7.81M +191,591 +691%
RJA
17
Raymond James & Associates
Florida
$8.88M +$132K +3,236 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.69M +$158K +3,864 +2%
ARG
19
Advisory Resource Group
Oklahoma
$8.11M +$945K +23,175 +13%
MWM
20
Mattern Wealth Management
Kansas
$7.68M -$473K -11,607 -6%
DWM
21
Dogwood Wealth Management
Kansas
$6.59M +$544K +13,344 +9%
Jane Street
22
Jane Street
New York
$6.13M +$1.16M +28,495 +23%
DWP
23
Destiny Wealth Partners
Florida
$5.87M +$5.87M +143,963 New
PL
24
Plancorp LLC
Missouri
$5.73M
QFA
25
Quantum Financial Advisors
California
$5.22M -$682K -16,715 -12%