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Avantis Core Municipal Fixed Income ETF
AVMU

Overview Fund Activity

34 hedge funds and large institutions have $100M invested in Avantis Core Municipal Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+11
Holders Change %
+47.83%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
9
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWM
1
Beaird Harris Wealth Management
Texas
$12.2M
2
FPGK
2
Financial Partners Group (Kansas)
Kansas
$8.52M
3
Jane Street
3
Jane Street
New York
$8.53M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28M
5
B
5
BetterWealth
California
$1.72M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$998K
2
W
2
WorthPointe
California
$0
3
EAM
3
Evanson Asset Management
California
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
5
LWMNY
5
Landmark Wealth Management (New York)
New York
$512K
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
26
Oceanside Advisors
South Carolina
$314K +$314K +6,704 New
MRWM
27
ML&R Wealth Management
Texas
$256K +$256K +5,468 New
FWP
28
FAS Wealth Partners
Kansas
$191K +$191K +4,068 New
TIM
29
Tortoise Investment Management
New York
$188K – – –
Comerica Bank
30
Comerica Bank
Texas
$180K – – –
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$178K +$178K +3,788 New
DWM
32
Dogwood Wealth Management
Kansas
$175K +$175K +3,724 New
FFA
33
Farther Finance Advisors
California
$132K +$132K +2,814 New
UBS Group
34
UBS Group
Switzerland
$51.9K +$50.7K +1,081 +4,004%
W
35
WorthPointe
California
– -$833K -18,777 Closed
EAM
36
Evanson Asset Management
California
– -$545K -12,284 Closed
Osaic Holdings
37
Osaic Holdings
Arizona
– -$417K -9,392 Closed
1
2