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Avantis Core Municipal Fixed Income ETF

10 hedge funds and large institutions have $22.8M invested in Avantis Core Municipal Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

25% more funds holding

Funds holding: 810 (+2)

10% more capital invested

Capital invested by funds: $20.8M → $22.8M (+$1.98M)

7.02% more ownership

Funds ownership: 75.96%82.97% (+7%)

Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
1
Plancorp LLC
Missouri
$7.21M +$304K +6,100 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.8M +$1.58M +31,646 +30%
Jane Street
3
Jane Street
New York
$6.2M -$1.77M -35,497 -22%
PP
4
PrairieView Partners
Minnesota
$1.11M +$963K +19,315 +682%
EAM
5
Evanson Asset Management
California
$596K +$61.1K +1,226 +11%
GSWM
6
Greenup Street Wealth Management
Michigan
$370K +$369K +7,401 New
TIM
7
Tortoise Investment Management
New York
$257K +$217K +4,350 +544%
SB
8
Strategic Blueprint
Georgia
$220K +$220K +4,403 New
TWA
9
TCI Wealth Advisors
Arizona
$50K
UBS Group
10
UBS Group
Switzerland
$5K -$17.5K -351 -79%

AVMU Hedge Fund Activity: Q4 2021 in Review

10 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q4 2021, worth a combined $22.8M — up 9.5% from $20.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new AVMU positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.58M. The largest seller was Jane Street, cutting an estimated $1.77M.

  • 10 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q4 2021, up from 8 in Q3 2021.
  • Funds reported $22.8M of Avantis Core Municipal Fixed Income ETF stock for Q4 2021, up 9.5% quarter-over-quarter.
  • 2 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q4 2021 and 0 closed out, a net change of +2 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $1.58M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q4 2021 was Jane Street, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2021.