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Avantis Core Fixed Income ETF

155 hedge funds and large institutions have $14.3B invested in Avantis Core Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,182% more capital invested

Capital invested by funds: $1.12B → $14.3B (+$13.2B)

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

192% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 26

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

39.38% more ownership

Funds ownership: 88.36%127.74% (+39%)

21% more funds holding

Funds holding: 128155 (+27)

Holders
155
Holders Change
+27
Holders Change %
+21.09%
% of All Funds
1.88%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.28%
New
37
Increased
76
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Align Financial
Minnesota
$13B +$546M +12,970,475 New
AWM
2
AE Wealth Management
Kansas
$255M +$41.2M +978,886 +19%
Morgan Stanley
3
Morgan Stanley
New York
$99.2M +$43.4M +1,031,312 +77%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.4M +$7.11M +169,059 +11%
VFP
5
Verus Financial Partners
Virginia
$62M +$3.09M +73,335 +5%
HIGP
6
Hill Investment Group Partners
Missouri
$58.1M +$4.29M +102,048 +8%
SW
7
Simplicity Wealth
New Jersey
$48.6M +$2.8M +66,496 +6%
PLFA
8
Pacific Life Fund Advisors
California
$47.1M -$553K -13,143 -1%
LPL Financial
9
LPL Financial
California
$41M +$6.38M +151,612 +18%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$39.2M +$20.5M +486,278 +108%
GVAG
11
Great Valley Advisor Group
Delaware
$38M +$33M +784,301 +642%
AAP
12
Arax Advisory Partners
Colorado
$32.5M +$32.6M +774,265 New
RCG
13
Regatta Capital Group
California
$32.3M +$10.1M +241,244 +46%
BWS
14
BCR Wealth Strategies
Alabama
$29.5M +$1.13M +26,928 +4%
EWM
15
Echo Wealth Management
Minnesota
$26.1M +$2.3M +54,766 +10%
PAS
16
Park Avenue Securities
New York
$23.1M +$1.96M +46,635 +9%
AFGAS
17
Allegiance Financial Group Advisory Services
Virginia
$22.7M +$1.53M +36,294 +7%
CWA
18
Centennial Wealth Advisory
Michigan
$22.3M +$1.54M +36,591 +7%
HFA
19
Highland Financial Advisors
New Jersey
$22.2M +$305K +7,249 +1%
Creative Planning
20
Creative Planning
Kansas
$22M +$1.53M +36,361 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$21M +$4.78M +113,649 +29%
Corient Private Wealth
22
Corient Private Wealth
Florida
$19.1M +$8.71M +207,146 +83%
Raymond James Financial
23
Raymond James Financial
Florida
$17.5M +$2.26M +53,783 +15%
Truist Financial
24
Truist Financial
North Carolina
$17.1M +$1.22M +29,047 +8%
AWM
25
Axxcess Wealth Management
California
$16.3M +$6.87M +163,200 +72%