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Avantis Core Municipal Fixed Income ETF

40 hedge funds and large institutions have $104M invested in Avantis Core Municipal Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $110M → $104M (-$6.33M)

6.48% less ownership

Funds ownership: 74.47%67.99% (-6.5%)

7% less funds holding

Funds holding: 4340 (-3)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$303K -$274K -5,957 -47%
ATC
27
Argent Trust Co
Tennessee
$296K +$299K +6,500 New
KWM
28
Kingsview Wealth Management
Oregon
$291K -$6.49K -141 -2%
Comerica Bank
29
Comerica Bank
Texas
$284K +$110K +2,398 +62%
Creative Planning
30
Creative Planning
Kansas
$253K
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$216K +$219K +4,752 New
FTUS
32
Flow Traders U.S.
New York
$203K +$205K +4,458 New
FWP
33
FAS Wealth Partners
Kansas
$197K +$1.15K +25 +0.6%
GWM
34
Grand Wealth Management
Michigan
$194K +$154K +3,337 +357%
FDW
35
Fourth Dimension Wealth
Ohio
$187K +$691 +15 +0.4%
DWM
36
Dogwood Wealth Management
Kansas
$179K -$6.86K -149 -4%
NRG
37
Nemes Rush Group
Michigan
$136K +$53.1K +1,153 +63%
TIM
38
Tortoise Investment Management
New York
$116K -$69.1K -1,500 -37%
Osaic Holdings
39
Osaic Holdings
Arizona
$26.5K +$26.8K +582 New
Morgan Stanley
40
Morgan Stanley
New York
$4.91K -$56.7K -1,230 -92%
S
41
Sunpointe
Missouri
-$2.87M -62,123 Closed
B
42
BetterWealth
California
-$1.69M -36,701 Closed
OMC
43
Old Mission Capital
Illinois
-$1.66M -36,073 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$791K -17,139 Closed
FWM
45
Fortress Wealth Management
California
-$507K -11,000 Closed
OA
46
Oceanside Advisors
South Carolina
-$360K -7,801 Closed
DADC
47
D.A. Davidson & Co
Montana
-$310K -6,724 Closed
WCM
48
Winebrenner Capital Management
Kentucky
-$295K -6,400 Closed
OIA
49
OneDigital Investment Advisors
Kansas
-$254K -5,499 Closed

AVMU Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q1 2025, worth a combined $104M — down 5.8% from $110M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AVMU and 6 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $3.34M. The largest seller was Sunpointe, exiting entirely with an estimated $2.87M sold.

  • 40 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q1 2025, down from 43 in Q4 2024.
  • Funds reported $104M of Avantis Core Municipal Fixed Income ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 6 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q1 2025 was Jane Street, an estimated $3.34M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q1 2025 was Sunpointe, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2025.