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Avantis Core Municipal Fixed Income ETF

34 hedge funds and large institutions have $100M invested in Avantis Core Municipal Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+11
Holders Change %
+47.83%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28M 598,220 +53,006 +10%
BHWM
2
Beaird Harris Wealth Management
Texas
$12.2M 260,940 +260,940 New
MWM
3
Mattern Wealth Management
Kansas
$9.94M 211,993 +4,246 +2%
Jane Street
4
Jane Street
New York
$8.53M 182,042 +95,980 +112%
FPGK
5
Financial Partners Group (Kansas)
Kansas
$8.52M 181,713 +181,713 New
PL
6
Plancorp LLC
Missouri
$6.76M 144,218
FFM
7
Forum Financial Management
Illinois
$4.52M 96,362 -736 -0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.57M 76,183 +1,936 +3%
SB
9
Strategic Blueprint
Georgia
$2.05M 43,653 +529 +1%
ARG
10
Advisory Resource Group
Oklahoma
$1.9M 40,620 +746 +2%
B
11
BetterWealth
California
$1.72M 36,701 +36,701 New
PP
12
PrairieView Partners
Minnesota
$1.69M 36,052 -3,507 -9%
WA
13
Waverly Advisors
Alabama
$1.5M 31,950
LPL Financial
14
LPL Financial
California
$1.39M 29,733 +2,088 +8%
SFC
15
Strategic Financial Concepts
Texas
$998K 21,297 -28,112 -57%
VWA
16
Visionary Wealth Advisors
Illinois
$822K 17,534 +17,534 New
Corient Private Wealth
17
Corient Private Wealth
Florida
$816K 17,398 +17,398 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$760K 16,203 -747 -4%
LWMNY
19
Landmark Wealth Management (New York)
New York
$512K 10,917 -5,872 -35%
MA
20
Mutual Advisors
Nebraska
$480K 10,242
FTUS
21
Flow Traders U.S.
New York
$407K 8,680 +3,308 +62%
HIGP
22
Hill Investment Group Partners
Missouri
$394K 8,410 +8,410 New
WFA
23
Websterrogers Financial Advisors
South Carolina
$366K 7,802
AC
24
Apella Capital
Connecticut
$358K 7,651 +7,651 New
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$343K 7,310 +7,310 New