Avantis Core Municipal Fixed Income ETF
AVMU
34 hedge funds and large institutions have $99.3M invested in Avantis Core Municipal Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
37.9% more ownership
Funds ownership: 73.5% → 111.39% (+38%)
3% more funds holding
Funds holding: 33 → 34 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $103M → $99.3M (-$3.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$58.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.58M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$758K |
| 4 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$660K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$4.49M |
| 2 |
Jane Street
New York
|
-$882K |
| 3 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
-$537K |
| 4 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$232K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $252K | +$252K | +5,468 | New |
|
|
KWM
27
Kingsview Wealth Management
Grants Pass,
Oregon
| $214K | +$214K | +4,630 | New |
|
|
FWP
28
FAS Wealth Partners
Leawood,
Kansas
| $201K | +$12.2K | +265 | +6% |
|
|
TIM
29
Tortoise Investment Management
White Plains,
New York
| $197K | +$12K | +260 | +7% |
|
30
Comerica Bank
Dallas,
Texas
| $177K | – | – | – |
|
|
DWM
31
Dogwood Wealth Management
Lenexa,
Kansas
| $162K | -$13.6K | -294 | -8% |
|
|
FFA
32
Farther Finance Advisors
San Francisco,
California
| $140K | +$10.1K | +219 | +8% |
|
|
GWM
33
Grand Wealth Management
Grand Rapids,
Michigan
| $43.1K | +$43.1K | +934 | New |
|
|
CCMI
34
Creative Capital Management Investments
San Diego,
California
| $36.9K | – | – | – |
|
|
FFM
35
Forum Financial Management
Lombard,
Illinois
| – | -$4.49M | -96,388 | Closed |
|
|
RJFSA
36
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$200K | -4,300 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$2.42K | -52 | Closed |
|
AVMU Hedge Fund Activity: Q2 2024 in Review
34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q2 2024, worth a combined $99.3M — down 3.3% from $103M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AVMU positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $58.8M. The largest seller was Forum Financial Management, exiting entirely with an estimated $4.49M sold.
- 34 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q2 2024, up from 33 in Q1 2024.
- Funds reported $99.3M of Avantis Core Municipal Fixed Income ETF stock for Q2 2024, down 3.3% quarter-over-quarter.
- 5 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Avantis Core Municipal Fixed Income ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $58.8M added.
- The largest Avantis Core Municipal Fixed Income ETF seller in Q2 2024 was Forum Financial Management, an estimated $4.49M sold.
Based on aggregated 13F filings for Q2 2024.