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Avantis Core Fixed Income ETF
AVIG

Overview Fund Activity

120 hedge funds and large institutions have $731M invested in Avantis Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
26
Increased
54
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$67.2M
2
AWM
2
AE Wealth Management
Kansas
$135M
3
Wells Fargo
3
Wells Fargo
California
$3.97M
4
Jane Street
4
Jane Street
New York
$4.46M
5
PAS
5
Park Avenue Securities
New York
$15.5M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
ARG
2
Advisory Resource Group
Oklahoma
$0
3
DWP
3
Destiny Wealth Partners
Florida
$0
4
FFA
4
Farther Finance Advisors
California
$60.9K
5
ACP
5
Aveo Capital Partners
Colorado
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$135M +$8.44M +207,941 +7%
Corient Private Wealth
2
Corient Private Wealth
Florida
$67.2M +$9.06M +223,492 +16%
HIGP
3
Hill Investment Group Partners
Missouri
$51.5M -$1.25M -30,799 -2%
VFP
4
Verus Financial Partners
Virginia
$51.2M +$955K +23,785 +2%
PLFA
5
Pacific Life Fund Advisors
California
$44.2M -$4.09M -100,910 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$35.2M +$1.68M +41,300 +5%
BWS
7
BCR Wealth Strategies
Alabama
$23.7M +$1.53M +37,691 +7%
HFA
8
Highland Financial Advisors
New Jersey
$20M +$704K +17,349 +4%
RCG
9
Regatta Capital Group
California
$18.7M +$1.72M +42,452 +10%
Creative Planning
10
Creative Planning
Kansas
$16.9M +$1.15M +28,428 +7%
PAS
11
Park Avenue Securities
New York
$15.5M +$2.37M +58,528 +18%
AFGAS
12
Allegiance Financial Group Advisory Services
Virginia
$14.8M +$1.65M +40,641 +13%
CWA
13
Centennial Wealth Advisory
Michigan
$14.3M -$3.25M -80,063 -18%
LPL Financial
14
LPL Financial
California
$13.1M -$1.14M -28,026 -8%
LA
15
LexAurum Advisors
Kansas
$13M +$1.51M +37,276 +13%
Raymond James Financial
16
Raymond James Financial
Florida
$12.6M +$12.6M +311,750 New
AWM
17
Axxcess Wealth Management
California
$8.63M +$377K +9,300 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.94M -$1.82M -44,840 -21%
SFC
19
Strategic Financial Concepts
Texas
$6.26M +$1.2M +29,683 +24%
HA
20
Herold Advisors
New York
$5.89M +$356K +8,777 +6%
VWA
21
Visionary Wealth Advisors
Illinois
$5.88M +$571K +14,080 +11%
DWM
22
Dogwood Wealth Management
Kansas
$5.79M -$750K -18,484 -11%
PL
23
Plancorp LLC
Missouri
$5.74M +$44.2K +1,090 +0.8%
American Century Companies
24
American Century Companies
Missouri
$5.54M +$1.05M +25,776 +23%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.38M +$1.15M +28,388 +27%
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