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Avantis Core Municipal Fixed Income ETF

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.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

61% more capital invested

Capital invested by funds: $42.1M → $67.8M (+$25.7M)

15% more funds holding

Funds holding: 2023 (+3)

10.71% more ownership

Funds ownership: 76.64%87.34% (+11%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.7M +$3.35M +72,408 +21%
Jane Street
2
Jane Street
New York
$16.2M +$14.1M +304,736 +708%
PL
3
Plancorp LLC
Missouri
$6.72M
FFM
4
Forum Financial Management
Illinois
$4.81M +$132K +2,852 +3%
MWM
5
Mattern Wealth Management
Kansas
$4.74M +$4.01M +86,475 +567%
SB
6
Strategic Blueprint
Georgia
$2.16M +$34.2K +739 +2%
SFC
7
Strategic Financial Concepts
Texas
$1.94M +$1.93M +41,650 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.9M +$83.2K +1,796 +5%
PP
9
PrairieView Partners
Minnesota
$1.64M +$624K +13,476 +62%
SHWM
10
Silicon Hills Wealth Management
Texas
$1.49M +$1.48M +31,950 New
W
11
WorthPointe
California
$1.48M +$340K +7,336 +30%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1.22M +$1.22M +26,250 New
LPL Financial
13
LPL Financial
California
$782K +$239K +5,152 +44%
LWMNY
14
Landmark Wealth Management (New York)
New York
$649K +$56.1K +1,211 +10%
EAM
15
Evanson Asset Management
California
$565K +$2.13K +46 +0.4%
MA
16
Mutual Advisors
Nebraska
$477K
PWA
17
PCG Wealth Advisors
Kansas
$420K -$31.7K -684 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$403K +$244K +5,269 +156%
MRWM
19
ML&R Wealth Management
Texas
$255K
TIM
20
Tortoise Investment Management
New York
$214K -$66K -1,425 -24%
UBS Group
21
UBS Group
Switzerland
$6.2K -$149K -3,225 -96%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.41K +$1.53M +33,106 +82%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K +$695 +15 New
FTUS
24
Flow Traders U.S.
New York
-$927K -20,277 Closed

AVMU Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q1 2023, worth a combined $67.8M — up 61% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AVMU positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $14.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $927K sold.

  • 23 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $67.8M of Avantis Core Municipal Fixed Income ETF stock for Q1 2023, up 61% quarter-over-quarter.
  • 4 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q1 2023 and 1 closed out, a net change of +3 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q1 2023 was Jane Street, an estimated $14.1M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q1 2023 was Flow Traders U.S., an estimated $927K sold.

Based on aggregated 13F filings for Q1 2023.