We are live on ! Find out more
AVMU icon

Avantis Core Municipal Fixed Income ETF

20 hedge funds and large institutions have $42.1M invested in Avantis Core Municipal Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

33% more funds holding

Funds holding: 1520 (+5)

24% more capital invested

Capital invested by funds: $34M → $42.1M (+$8.09M)

14.12% less ownership

Funds ownership: 90.76%76.64% (-14%)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16M +$3.6M +79,912 +30%
PL
2
Plancorp LLC
Missouri
$6.6M
FFM
3
Forum Financial Management
Illinois
$4.59M +$4.52M +100,338 New
SB
4
Strategic Blueprint
Georgia
$2.09M +$94.5K +2,097 +5%
Jane Street
5
Jane Street
New York
$1.97M -$6.3M -139,772 -76%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.84M +$280K +6,208 +18%
Corient Private Wealth
7
Corient Private Wealth
Florida
$1.78M +$1.76M +39,002 New
W
8
WorthPointe
California
$1.12M +$1.1M +24,474 New
PP
9
PrairieView Partners
Minnesota
$996K -$130K -2,892 -12%
FTUS
10
Flow Traders U.S.
New York
$927K +$913K +20,277 New
MWM
11
Mattern Wealth Management
Kansas
$698K -$3.2K -71 -0.5%
LWMNY
12
Landmark Wealth Management (New York)
New York
$581K +$70.9K +1,573 +14%
EAM
13
Evanson Asset Management
California
$553K +$3.15K +70 +0.6%
LPL Financial
14
LPL Financial
California
$532K +$524K +11,641 New
MA
15
Mutual Advisors
Nebraska
$468K
PWA
16
PCG Wealth Advisors
Kansas
$443K +$437K +9,692 New
TIM
17
Tortoise Investment Management
New York
$275K
MRWM
18
ML&R Wealth Management
Texas
$250K
Osaic Holdings
19
Osaic Holdings
Arizona
$155K +$7.75K +172 +5%
UBS Group
20
UBS Group
Switzerland
$154K +$83.5K +1,853 +123%
GSWM
21
Greenup Street Wealth Management
Michigan
-$281K -6,386 Closed

AVMU Hedge Fund Activity: Q4 2022 in Review

20 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q4 2022, worth a combined $42.1M — up 24% from $34M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AVMU positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Forum Financial Management, opening a new position worth an estimated $4.52M. The largest seller was Jane Street, cutting an estimated $6.3M.

  • 20 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q4 2022, up from 15 in Q3 2022.
  • Funds reported $42.1M of Avantis Core Municipal Fixed Income ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 6 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q4 2022 was Forum Financial Management, an estimated $4.52M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q4 2022 was Jane Street, an estimated $6.3M sold.

Based on aggregated 13F filings for Q4 2022.