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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
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$155M
Corient Private Wealth
2
Corient Private Wealth
Florida
$87.2M
VFP
3
Verus Financial Partners
Virginia
$53.5M
HIGP
4
Hill Investment Group Partners
Missouri
$51.1M
SW
5
Simplicity Wealth
New Jersey
$42.7M
PLFA
6
Pacific Life Fund Advisors
California
$41.3M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$40.1M
LPL Financial
8
LPL Financial
California
$27.5M
AAP
9
Arax Advisory Partners
Colorado
$26.7M
BWS
10
BCR Wealth Strategies
Alabama
$24.6M
HFA
11
Highland Financial Advisors
New Jersey
$20.9M
RCG
12
Regatta Capital Group
California
$20.4M
CWA
13
Centennial Wealth Advisory
Michigan
$19M
Creative Planning
14
Creative Planning
Kansas
$18.6M
PAS
15
Park Avenue Securities
New York
$17.7M
AFGAS
16
Allegiance Financial Group Advisory Services
Virginia
$17M
EWM
17
Echo Wealth Management
Minnesota
$16.4M
LA
18
LexAurum Advisors
Kansas
$15.6M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.8M
Raymond James Financial
20
Raymond James Financial
Florida
$13.6M
AWM
21
Axxcess Wealth Management
California
$8.75M
Wells Fargo
22
Wells Fargo
California
$8.5M
SFC
23
Strategic Financial Concepts
Texas
$8.41M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.01M
TW
25
Trajan Wealth
Arizona
$7.57M