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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

88% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 33

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $731M → $928M (+$197M)

7.6% more ownership

Funds ownership: 77.86%85.46% (+7.6%)

3% more funds holding

Funds holding: 120123 (+3)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.65%
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
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$155M +$17.4M +424,942 +13%
Corient Private Wealth
2
Corient Private Wealth
Florida
$87.2M +$18.5M +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 -$1.35M -33,115 -3%
SW
5
Simplicity Wealth
New Jersey
$42.7M +$42.2M +1,031,606 New
PLFA
6
Pacific Life Fund Advisors
California
$41.3M -$3.81M -93,047 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$40.1M +$4.06M +99,194 +11%
LPL Financial
8
LPL Financial
California
$27.5M +$13.9M +340,369 +105%
AAP
9
Arax Advisory Partners
Colorado
$26.7M +$26.4M +645,396 New
BWS
10
BCR Wealth Strategies
Alabama
$24.6M +$424K +10,362 +2%
HFA
11
Highland Financial Advisors
New Jersey
$20.9M +$485K +11,861 +2%
RCG
12
Regatta Capital Group
California
$20.4M +$1.34M +32,674 +7%
CWA
13
Centennial Wealth Advisory
Michigan
$19M +$4.34M +105,996 +30%
Creative Planning
14
Creative Planning
Kansas
$18.6M +$1.35M +32,978 +8%
PAS
15
Park Avenue Securities
New York
$17.7M +$1.95M +47,671 +13%
AFGAS
16
Allegiance Financial Group Advisory Services
Virginia
$17M +$1.85M +45,324 +12%
EWM
17
Echo Wealth Management
Minnesota
$16.4M +$16.2M +396,260 New
LA
18
LexAurum Advisors
Kansas
$15.6M +$2.37M +58,035 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.8M +$7.61M +185,972 +109%
Raymond James Financial
20
Raymond James Financial
Florida
$13.6M +$674K +16,477 +5%
AWM
21
Axxcess Wealth Management
California
$8.75M -$55.3K -1,352 -0.6%
Wells Fargo
22
Wells Fargo
California
$8.5M +$4.39M +107,306 +110%
SFC
23
Strategic Financial Concepts
Texas
$8.41M +$2.01M +49,020 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.01M +$2.49M +60,917 +46%
TW
25
Trajan Wealth
Arizona
$7.57M +$3.1M +75,801 +71%

AVIG Hedge Fund Activity: Q1 2025 in Review

123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q1 2025, worth a combined $928M — up 27% from $731M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AVIG positions and 14 closed out — a net gain of 4 holders — while 62 added to existing stakes and 33 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $42.2M. The largest seller was Jane Street, cutting an estimated $4.2M.

  • 123 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $928M of Avantis Core Fixed Income ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 18 funds opened new Avantis Core Fixed Income ETF positions in Q1 2025 and 14 closed out, a net change of +4 holders.
  • The largest Avantis Core Fixed Income ETF buyer in Q1 2025 was Simplicity Wealth, an estimated $42.2M added.
  • The largest Avantis Core Fixed Income ETF seller in Q1 2025 was Jane Street, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2025.