Avantis Core Municipal Fixed Income ETF
AVMU
23 hedge funds and large institutions have $66.2M invested in Avantis Core Municipal Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% more funds holding
Funds holding: 23 → 23 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less capital invested
Capital invested by funds: $67.8M → $66.2M (-$1.55M)
5.31% less ownership
Funds ownership: 87.34% → 82.03% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$3.75M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.52M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.48M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.08M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$600K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$927K |
| 3 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$649K |
| 4 |
W
WorthPointe
La Jolla,
California
|
-$611K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -15 | Closed |
|
AVMU Hedge Fund Activity: Q2 2023 in Review
23 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q2 2023, worth a combined $66.2M — down 2.3% from $67.8M a quarter earlier.
Fund positioning in AVMU was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 7 trimmed.
The largest buyer was Mattern Wealth Management, adding an estimated $3.75M. The largest seller was Jane Street, cutting an estimated $11.6M.
- 23 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $66.2M of Avantis Core Municipal Fixed Income ETF stock for Q2 2023, down 2.3% quarter-over-quarter.
- 3 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q2 2023 and 3 closed out, a net change of 0 holders.
- The largest Avantis Core Municipal Fixed Income ETF buyer in Q2 2023 was Mattern Wealth Management, an estimated $3.75M added.
- The largest Avantis Core Municipal Fixed Income ETF seller in Q2 2023 was Jane Street, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2023.