Avantis Core Fixed Income ETF
AVIG
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.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 29
28.69% more ownership
Funds ownership: 76.07% → 104.75% (+29%)
12% more funds holding
Funds holding: 84 → 94 (+10)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
7% more capital invested
Capital invested by funds: $524M → $562M (+$37.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$191M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$15.8M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$7.78M |
| 4 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$5.85M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$15.8M |
| 2 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$8.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.72M |
| 4 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$1.65M |
| 5 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$1.62M |
AVIG Hedge Fund Activity: Q2 2024 in Review
94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q2 2024, worth a combined $562M — up 7.2% from $524M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AVIG positions and 4 closed out — a net gain of 10 holders — while 45 added to existing stakes and 29 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $191M. The largest seller was Financial Partners Group (Kansas), cutting an estimated $15.8M.
- 94 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q2 2024, up from 84 in Q1 2024.
- Funds reported $562M of Avantis Core Fixed Income ETF stock for Q2 2024, up 7.2% quarter-over-quarter.
- 14 funds opened new Avantis Core Fixed Income ETF positions in Q2 2024 and 4 closed out, a net change of +10 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $191M added.
- The largest Avantis Core Fixed Income ETF seller in Q2 2024 was Financial Partners Group (Kansas), an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2024.