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 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
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% less capital invested
Capital invested by funds: $66.2M → $66.2M (-$35K)
11% less ownership
Funds ownership: 82.03% → 71.03% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.09M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$1.82M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$1.13M |
| 4 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$767K |
| 5 |
LPL Financial
San Diego,
California
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$1.88M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$820K |
| 3 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$479K |
| 4 |
Jane Street
New York
|
-$444K |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$299K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$286K | -6,187 | Closed |
|
|
MRWM
27
ML&R Wealth Management
Austin,
Texas
| – | -$252K | -5,468 | Closed |
|
AVMU Hedge Fund Activity: Q3 2023 in Review
23 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q3 2023, worth a combined $66.2M — down 0.05% from $66.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AVMU positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.09M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $1.88M sold.
- 23 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $66.2M of Avantis Core Municipal Fixed Income ETF stock for Q3 2023, down 0.05% quarter-over-quarter.
- 5 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest Avantis Core Municipal Fixed Income ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $3.09M added.
- The largest Avantis Core Municipal Fixed Income ETF seller in Q3 2023 was Corient Private Wealth, an estimated $1.88M sold.
Based on aggregated 13F filings for Q3 2023.