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Avantis Core Municipal Fixed Income ETF
AVMU

Overview Fund Activity

23 hedge funds and large institutions have $66.2M invested in Avantis Core Municipal Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.2M
2
ARG
Advisory Resource Group
Oklahoma
$1.77M
3
MWM
Mattern Wealth Management
Kansas
$9.22M
4
LWMNY
Landmark Wealth Management (New York)
New York
$745K
5
LPL Financial
LPL Financial
California
$1.23M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$0
2
FTUS
Flow Traders U.S.
New York
$238K
3
PWA
PCG Wealth Advisors
Kansas
$0
4
Jane Street
Jane Street
New York
$3.82M
5
FFM
Forum Financial Management
Illinois
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.2M +$3M +67,493 +14%
MWM
2
Mattern Wealth Management
Kansas
$9.22M +$1.1M +24,768 +14%
PL
3
Plancorp LLC
Missouri
$6.4M – – –
FFM
4
Forum Financial Management
Illinois
$4.31M -$291K -6,549 -6%
Jane Street
5
Jane Street
New York
$3.82M -$431K -9,707 -10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.3M +$94K +2,118 +3%
SFC
7
Strategic Financial Concepts
Texas
$2.19M +$259K +5,835 +13%
SB
8
Strategic Blueprint
Georgia
$1.91M +$35.7K +804 +2%
ARG
9
Advisory Resource Group
Oklahoma
$1.77M +$1.77M +39,874 New
PP
10
PrairieView Partners
Minnesota
$1.76M +$10.6K +238 +0.6%
WA
11
Waverly Advisors
Alabama
$1.42M – – –
LPL Financial
12
LPL Financial
California
$1.23M +$480K +10,814 +64%
W
13
WorthPointe
California
$833K +$8.66K +195 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$752K +$176K +3,968 +31%
LWMNY
15
Landmark Wealth Management (New York)
New York
$745K +$745K +16,789 New
EAM
16
Evanson Asset Management
California
$545K +$3.46K +78 +0.6%
MA
17
Mutual Advisors
Nebraska
$455K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$417K +$20.9K +470 +5%
WFA
19
Websterrogers Financial Advisors
South Carolina
$346K +$346K +7,802 New
FTUS
20
Flow Traders U.S.
New York
$238K -$795K -17,942 -77%
TIM
21
Tortoise Investment Management
New York
$178K -$7.32K -165 -4%
Comerica Bank
22
Comerica Bank
Texas
$171K +$171K +3,843 New
UBS Group
23
UBS Group
Switzerland
$1.2K +$1.2K +27 New
Corient Private Wealth
24
Corient Private Wealth
Florida
– -$1.88M -40,752 Closed
PWA
25
PCG Wealth Advisors
Kansas
– -$479K -10,379 Closed
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