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Avantis Core Municipal Fixed Income ETF

43 hedge funds and large institutions have $110M invested in Avantis Core Municipal Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

8% more funds holding

Funds holding: 4043 (+3)

2.1% more ownership

Funds ownership: 72.37%74.47% (+2.1%)

4% more capital invested

Capital invested by funds: $105M → $110M (+$4.64M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
26
Hill Investment Group Partners
Missouri
$401K +$13K +280 +3%
LWMNY
27
Landmark Wealth Management (New York)
New York
$398K -$23.2K -499 -5%
WFA
28
Websterrogers Financial Advisors
South Carolina
$360K
OA
29
Oceanside Advisors
South Carolina
$360K +$49.7K +1,070 +16%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$337K
DADC
31
D.A. Davidson & Co
Montana
$310K +$22.3K +479 +8%
KWM
32
Kingsview Wealth Management
Oregon
$302K +$73.4K +1,581 +32%
WCM
33
Winebrenner Capital Management
Kentucky
$295K +$297K +6,400 New
Creative Planning
34
Creative Planning
Kansas
$256K
OIA
35
OneDigital Investment Advisors
Kansas
$254K +$2.83K +61 +1%
FWP
36
FAS Wealth Partners
Kansas
$199K -$4K -86 -2%
FDW
37
Fourth Dimension Wealth
Ohio
$189K +$191K +4,106 New
DWM
38
Dogwood Wealth Management
Kansas
$188K -$325 -7 -0.2%
TIM
39
Tortoise Investment Management
New York
$187K -$9.99K -215 -5%
Comerica Bank
40
Comerica Bank
Texas
$177K
NRG
41
Nemes Rush Group
Michigan
$84.3K +$84.9K +1,828 New
Morgan Stanley
42
Morgan Stanley
New York
$61.7K +$62.1K +1,337 +133,700%
GWM
43
Grand Wealth Management
Michigan
$43.1K
SB
44
Strategic Blueprint
Georgia
-$2.1M -44,719 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$1.31M -27,906 Closed
FFA
46
Farther Finance Advisors
California
-$185K -3,941 Closed
CCMI
47
Creative Capital Management Investments
California
-$37.6K -800 Closed
UBS Group
48
UBS Group
Switzerland
-$7.32K -156 Closed

AVMU Hedge Fund Activity: Q4 2024 in Review

43 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q4 2024, worth a combined $110M — up 4.4% from $105M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVMU positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Sunpointe, adding an estimated $2.65M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $2.1M sold.

  • 43 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $110M of Avantis Core Municipal Fixed Income ETF stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 9 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q4 2024 was Sunpointe, an estimated $2.65M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q4 2024 was Strategic Blueprint, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2024.