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Avantis Core Fixed Income ETF
AVIG

128 hedge funds and large institutions have $1.12B invested in Avantis Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $990M → $1.12B (+$129M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.05% more ownership

Funds ownership: 88.31% → 88.36% (+0.05%)

0% more funds holding

Funds holding: 128 → 128 (0)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
13
Increased
74
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$55.5M
2
AWM
AE Wealth Management
Kansas
+$38.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$18.7M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$45.7M
2
AAP
Arax Advisory Partners
Colorado
-$28.6M
3
SFC
Strategic Financial Concepts
Texas
-$9.36M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$6.69M
5
Jane Street
Jane Street
New York
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$215M +$38.4M +921,224 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.6M +$21.5M +515,578 +47%
VFP
3
Verus Financial Partners
Virginia
$59M +$1.94M +46,608 +3%
Morgan Stanley
4
Morgan Stanley
New York
$56.2M +$55.5M +1,331,799 +36,588%
HIGP
5
Hill Investment Group Partners
Missouri
$54M +$3.02M +72,458 +6%
PLFA
6
Pacific Life Fund Advisors
California
$47.8M +$285K +6,849 +0.6%
SW
7
Simplicity Wealth
New Jersey
$46M -$45.7M -1,097,735 -50%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$40.9M +$22M +527,876 +118%
LPL Financial
9
LPL Financial
California
$34.8M +$2.45M +58,905 +8%
BWS
10
BCR Wealth Strategies
Alabama
$28.5M +$2.27M +54,364 +9%
EWM
11
Echo Wealth Management
Minnesota
$23.9M +$2.11M +50,660 +10%
RCG
12
Regatta Capital Group
California
$22.3M +$1.11M +26,646 +5%
HFA
13
Highland Financial Advisors
New Jersey
$22M +$605K +14,522 +3%
PAS
14
Park Avenue Securities
New York
$21.3M +$1.72M +41,176 +9%
AFGAS
15
Allegiance Financial Group Advisory Services
Virginia
$21.2M +$2.82M +67,772 +16%
CWA
16
Centennial Wealth Advisory
Michigan
$20.9M +$779K +18,688 +4%
Creative Planning
17
Creative Planning
Kansas
$20.5M +$1.17M +28,073 +6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$18.9M +$18.7M +448,630 New
LA
19
LexAurum Advisors
Kansas
$18.5M +$1.39M +33,254 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$16.3M -$1.58M -37,877 -9%
Truist Financial
21
Truist Financial
North Carolina
$15.9M +$15.8M +378,752 New
Raymond James Financial
22
Raymond James Financial
Florida
$15.3M +$600K +14,409 +4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$10.5M -$6.69M -160,447 -39%
AWM
24
Axxcess Wealth Management
California
$9.52M +$553K +13,272 +6%
AIC
25
Allodium Investment Consultants
Minnesota
$9.27M +$644K +15,455 +8%
1
2 3 4 5

AVIG Hedge Fund Activity: Q3 2025 in Review

128 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Fixed Income ETF (AVIG) for Q3 2025, worth a combined $1.12B — up 13% from $990M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVIG positions and 12 closed out — a net gain of 1 holder — while 74 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.5M. The largest seller was Simplicity Wealth, cutting an estimated $45.7M.

  • 128 institutional investors held Avantis Core Fixed Income ETF (AVIG) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.12B of Avantis Core Fixed Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 13 funds opened new Avantis Core Fixed Income ETF positions in Q3 2025 and 12 closed out, a net change of +1 holder.
  • The largest Avantis Core Fixed Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $55.5M added.
  • The largest Avantis Core Fixed Income ETF seller in Q3 2025 was Simplicity Wealth, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2025.