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Avantis Core Fixed Income ETF

123 hedge funds and large institutions have $928M invested in Avantis Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.67%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
18
Increased
62
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$155M +$17.6M +424,942 +13%
Corient Private Wealth
2
Corient Private Wealth
Florida
$87.2M +$18.7M +451,366 +27%
VFP
3
Verus Financial Partners
Virginia
$53.5M +$1.53M +37,486 +3%
HIGP
4
Hill Investment Group Partners
Missouri
$51.1M -$1.37M -33,115 -3%
SW
5
Simplicity Wealth
New Jersey
$42.7M +$42.7M +1,031,606 New
PLFA
6
Pacific Life Fund Advisors
California
$41.3M -$3.85M -93,047 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$40.1M +$4.11M +99,194 +11%
LPL Financial
8
LPL Financial
California
$27.5M +$14.1M +340,369 +105%
AAP
9
Arax Advisory Partners
Colorado
$26.7M +$26.7M +645,396 New
BWS
10
BCR Wealth Strategies
Alabama
$24.6M +$429K +10,362 +2%
HFA
11
Highland Financial Advisors
New Jersey
$20.9M +$491K +11,861 +2%
RCG
12
Regatta Capital Group
California
$20.4M +$1.35M +32,674 +7%
CWA
13
Centennial Wealth Advisory
Michigan
$19M +$4.39M +105,996 +30%
Creative Planning
14
Creative Planning
Kansas
$18.6M +$1.36M +32,978 +8%
PAS
15
Park Avenue Securities
New York
$17.7M +$1.97M +47,671 +13%
AFGAS
16
Allegiance Financial Group Advisory Services
Virginia
$17M +$1.88M +45,324 +12%
EWM
17
Echo Wealth Management
Minnesota
$16.4M +$16.4M +396,260 New
LA
18
LexAurum Advisors
Kansas
$15.6M +$2.4M +58,035 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.8M +$7.7M +185,972 +109%
Raymond James Financial
20
Raymond James Financial
Florida
$13.6M +$682K +16,477 +5%
AWM
21
Axxcess Wealth Management
California
$8.75M -$56K -1,352 -0.6%
Wells Fargo
22
Wells Fargo
California
$8.5M +$4.44M +107,306 +110%
SFC
23
Strategic Financial Concepts
Texas
$8.41M +$2.03M +49,020 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.01M +$2.52M +60,917 +46%
TW
25
Trajan Wealth
Arizona
$7.57M +$3.14M +75,801 +71%