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Avantis Core Municipal Fixed Income ETF
AVMU

40 hedge funds and large institutions have $105M invested in Avantis Core Municipal Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

18% more funds holding

Funds holding: 34 → 40 (+6)

6% more capital invested

Capital invested by funds: $99.3M → $105M (+$6.03M)

39.02% less ownership

Funds ownership: 111.39% → 72.37% (-39%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
15
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.09M
2
MWM
Mattern Wealth Management
Kansas
+$998K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$921K
4
PP
PrairieView Partners
Minnesota
+$898K
5
LPL Financial
LPL Financial
California
+$363K

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$60.3M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$1.48M
3
BHWM
Beaird Harris Wealth Management
Texas
-$530K
4
Jane Street
Jane Street
New York
-$389K
5
SB
Strategic Blueprint
Georgia
-$79.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$261K +$3.96K +85 +2%
OIA
27
OneDigital Investment Advisors
Kansas
$255K +$253K +5,438 New
Jane Street
28
Jane Street
New York
$250K -$389K -8,356 -61%
S
29
Sunpointe
Missouri
$243K +$241K +5,187 New
KWM
30
Kingsview Wealth Management
Oregon
$233K +$15.7K +337 +7%
FWP
31
FAS Wealth Partners
Kansas
$206K +$1.68K +36 +0.8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$202K +$200K +4,300 New
TIM
33
Tortoise Investment Management
New York
$200K – – –
DWM
34
Dogwood Wealth Management
Kansas
$192K +$27.1K +582 +17%
FFA
35
Farther Finance Advisors
California
$185K +$42.2K +908 +30%
Comerica Bank
36
Comerica Bank
Texas
$180K – – –
GWM
37
Grand Wealth Management
Michigan
$43.8K – – –
CCMI
38
Creative Capital Management Investments
California
$37.6K – – –
UBS Group
39
UBS Group
Switzerland
$7.32K +$7.26K +156 New
Morgan Stanley
40
Morgan Stanley
New York
$63 +$47 +1 New
1
2

AVMU Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q3 2024, worth a combined $105M — up 6.1% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AVMU positions and 0 closed out — a net gain of 6 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.09M. The largest seller was Strategic Financial Concepts, cutting an estimated $60.3M.

  • 40 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $105M of Avantis Core Municipal Fixed Income ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 6 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q3 2024 and 0 closed out, a net change of +6 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $2.09M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2024.