Avantis Core Fixed Income ETF
AVIG
112 hedge funds and large institutions have $778M invested in Avantis Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
88% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 26
39% more capital invested
Capital invested by funds: $562M → $778M (+$216M)
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
19% more funds holding
Funds holding: 94 → 112 (+18)
7.89% more ownership
Funds ownership: 77.73% → 85.62% (+7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$98.1M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$31.5M |
| 3 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$16.4M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$4.89M |
| 5 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.86M |
| 2 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$3.2M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.48M |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$1.77M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.15M |
AVIG Hedge Fund Activity: Q3 2024 in Review
112 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2024, worth a combined $778M — up 39% from $562M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AVIG positions and 8 closed out — a net gain of 18 holders — while 49 added to existing stakes and 26 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $98.1M. The largest seller was Jane Street, cutting an estimated $4.86M.
- 112 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2024, up from 94 in Q2 2024.
- Funds reported $778M of Avantis Core Fixed Income ETF stock for Q3 2024, up 39% quarter-over-quarter.
- 26 funds opened new Avantis Core Fixed Income ETF positions in Q3 2024 and 8 closed out, a net change of +18 holders.
- The largest Avantis Core Fixed Income ETF buyer in Q3 2024 was AE Wealth Management, an estimated $98.1M added.
- The largest Avantis Core Fixed Income ETF seller in Q3 2024 was Jane Street, an estimated $4.86M sold.
Based on aggregated 13F filings for Q3 2024.