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Avantis Core Municipal Fixed Income ETF

23 hedge funds and large institutions have $66.2M invested in Avantis Core Municipal Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22M +$2.52M +54,514 +13%
MWM
2
Mattern Wealth Management
Kansas
$8.44M +$3.75M +81,247 +80%
PL
3
Plancorp LLC
Missouri
$6.65M
FFM
4
Forum Financial Management
Illinois
$4.78M +$21.1K +457 +0.4%
Jane Street
5
Jane Street
New York
$4.42M -$11.6M -252,015 -72%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.33M -$53.8K -1,165 -2%
SFC
7
Strategic Financial Concepts
Texas
$2.01M +$88.8K +1,924 +5%
SB
8
Strategic Blueprint
Georgia
$1.95M -$187K -4,054 -9%
Corient Private Wealth
9
Corient Private Wealth
Florida
$1.88M -$2.12K -46 -0.1%
PP
10
PrairieView Partners
Minnesota
$1.81M +$187K +4,063 +12%
SHWM
11
Silicon Hills Wealth Management
Texas
$1.47M
WA
12
Waverly Advisors
Alabama
$1.47M +$1.47M +31,950 New
FTUS
13
Flow Traders U.S.
New York
$1.08M +$1.08M +23,314 New
W
14
WorthPointe
California
$857K -$610K -13,228 -42%
LPL Financial
15
LPL Financial
California
$777K +$1.75K +38 +0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$599K +$599K +12,982 New
EAM
17
Evanson Asset Management
California
$563K +$3.6K +78 +0.6%
PWA
18
PCG Wealth Advisors
Kansas
$479K +$63.3K +1,371 +15%
MA
19
Mutual Advisors
Nebraska
$473K
Osaic Holdings
20
Osaic Holdings
Arizona
$412K +$12.5K +270 +3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$286K -$928K -20,063 -76%
MRWM
22
ML&R Wealth Management
Texas
$252K
TIM
23
Tortoise Investment Management
New York
$192K -$19.9K -432 -9%
LWMNY
24
Landmark Wealth Management (New York)
New York
-$649K -13,925 Closed
UBS Group
25
UBS Group
Switzerland
-$6.2K -133 Closed