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Avantis Core Fixed Income ETF
AVIG

Overview Fund Activity

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, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.62%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
26
Increased
48
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$132M
2
SW
2
Simplicity Wealth
New Jersey
$35.6M
3
CWA
3
Centennial Wealth Advisory
Michigan
$18.4M
4
AFP
4
Alpha Financial Partners
Kentucky
$3.98M
5
OCM
5
Orion Capital Management
California
$4.43M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$5.29M
2
Jane Street
2
Jane Street
New York
$1.44M
3
MWM
3
Mattern Wealth Management
Kansas
$4.76M
4
MA
4
Mutual Advisors
Nebraska
$299K
5
MCA
5
Magnolia Capital Advisors
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$132M +$99.7M +2,345,310 +306%
Corient Private Wealth
2
Corient Private Wealth
Florida
$60.9M +$3.78M +88,937 +7%
VFP
3
Verus Financial Partners
Virginia
$53.1M +$1.96M +46,025 +4%
HIGP
4
Hill Investment Group Partners
Missouri
$52.5M -$132K -3,257 -0.2%
PLFA
5
Pacific Life Fund Advisors
California
$50.6M -$725K -17,052 -1%
SW
6
Simplicity Wealth
New Jersey
$35.6M +$32M +752,566 +875%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$35.2M +$3.41M +80,255 +11%
BWS
8
BCR Wealth Strategies
Alabama
$23.2M +$1.24M +29,217 +6%
HFA
9
Highland Financial Advisors
New Jersey
$20.2M +$1.13M +26,597 +6%
CWA
10
Centennial Wealth Advisory
Michigan
$18.4M +$16.7M +392,680 +979%
RCG
11
Regatta Capital Group
California
$17.8M +$2.15M +50,506 +14%
Creative Planning
12
Creative Planning
Kansas
$16.4M +$802K +18,867 +5%
LPL Financial
13
LPL Financial
California
$14.9M +$1.75M +41,172 +13%
AFGAS
14
Allegiance Financial Group Advisory Services
Virginia
$13.8M +$847K +19,934 +7%
PAS
15
Park Avenue Securities
New York
$13.7M +$1.58M +37,137 +13%
LA
16
LexAurum Advisors
Kansas
$12M +$2.33M +54,885 +24%
ACP
17
Aveo Capital Partners
Colorado
$10.8M +$1.08M +25,396 +11%
RJA
18
Raymond James & Associates
Florida
$10M +$782K +18,388 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.18M +$120K +2,827 +1%
ARG
20
Advisory Resource Group
Oklahoma
$8.78M +$335K +7,886 +4%
AWM
21
Axxcess Wealth Management
California
$8.65M -$678K -15,949 -7%
DWM
22
Dogwood Wealth Management
Kansas
$6.85M -$18.6K -437 -0.3%
DWP
23
Destiny Wealth Partners
Florida
$6.05M -$73.1K -1,720 -1%
FFA
24
Farther Finance Advisors
California
$6M +$3.57M +83,967 +147%
PL
25
Plancorp LLC
Missouri
$5.97M – – –
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