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Avantis Core Municipal Fixed Income ETF
AVMU

Overview Fund Activity

23 hedge funds and large institutions have $67.8M invested in Avantis Core Municipal Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
13
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.2M
2
MWM
2
Mattern Wealth Management
Kansas
$4.74M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.7M
4
SHWM
4
Silicon Hills Wealth Management
Texas
$1.49M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.22M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$6.2K
3
TIM
3
Tortoise Investment Management
New York
$214K
4
PWA
4
PCG Wealth Advisors
Kansas
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.7M 423,207 +72,408 +21%
Jane Street
2
Jane Street
New York
$16.2M 347,784 +304,736 +708%
PL
3
Plancorp LLC
Missouri
$6.72M 144,218 – –
FFM
4
Forum Financial Management
Illinois
$4.81M 103,190 +2,852 +3%
MWM
5
Mattern Wealth Management
Kansas
$4.74M 101,732 +86,475 +567%
SB
6
Strategic Blueprint
Georgia
$2.16M 46,374 +739 +2%
SFC
7
Strategic Financial Concepts
Texas
$1.94M 41,650 +41,650 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.9M 40,798 +1,796 +5%
PP
9
PrairieView Partners
Minnesota
$1.64M 35,258 +13,476 +62%
SHWM
10
Silicon Hills Wealth Management
Texas
$1.49M 31,950 +31,950 New
W
11
WorthPointe
California
$1.48M 31,810 +7,336 +30%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1.22M 26,250 +26,250 New
LPL Financial
13
LPL Financial
California
$782K 16,793 +5,152 +44%
LWMNY
14
Landmark Wealth Management (New York)
New York
$649K 13,925 +1,211 +10%
EAM
15
Evanson Asset Management
California
$565K 12,128 +46 +0.4%
MA
16
Mutual Advisors
Nebraska
$477K 10,242 – –
PWA
17
PCG Wealth Advisors
Kansas
$420K 9,008 -684 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$403K 8,652 +5,269 +156%
MRWM
19
ML&R Wealth Management
Texas
$255K 5,468 – –
TIM
20
Tortoise Investment Management
New York
$214K 4,597 -1,425 -24%
UBS Group
21
UBS Group
Switzerland
$6.2K 133 -3,225 -96%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.41K 73,294 +33,106 +82%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K 15 +15 New
FTUS
24
Flow Traders U.S.
New York
– – -20,277 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –