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Avantis Core Municipal Fixed Income ETF

33 hedge funds and large institutions have $103M invested in Avantis Core Municipal Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

2% more capital invested

Capital invested by funds: $100M → $103M (+$2.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.57% less ownership

Funds ownership: 75.06%73.5% (-1.6%)

3% less funds holding

Funds holding: 3433 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30M +$2.19M +46,844 +8%
BHWM
2
Beaird Harris Wealth Management
Texas
$12.1M -$57.9K -1,242 -0.5%
MWM
3
Mattern Wealth Management
Kansas
$10.6M +$773K +16,570 +8%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$8.91M +$451K +9,669 +5%
PL
5
Plancorp LLC
Missouri
$6.72M
FFM
6
Forum Financial Management
Illinois
$4.49M +$1.21K +26 +0%
Financial Engines Advisors
7
Financial Engines Advisors
California
$4.49M +$4.5M +96,388 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.73M +$177K +3,795 +5%
PP
9
PrairieView Partners
Minnesota
$3.12M +$1.44M +30,920 +86%
SFC
10
Strategic Financial Concepts
Texas
$2.3M +$1.31M +28,112 +132%
SB
11
Strategic Blueprint
Georgia
$2.1M +$66.2K +1,420 +3%
LPL Financial
12
LPL Financial
California
$1.88M +$497K +10,654 +36%
ARG
13
Advisory Resource Group
Oklahoma
$1.88M -$12.6K -270 -0.7%
B
14
BetterWealth
California
$1.71M
Jane Street
15
Jane Street
New York
$1.53M -$6.96M -149,250 -82%
WA
16
Waverly Advisors
Alabama
$1.44M -$50.1K -1,075 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.16M +$405K +8,676 +54%
VWA
18
Visionary Wealth Advisors
Illinois
$797K -$19.3K -413 -2%
MA
19
Mutual Advisors
Nebraska
$477K
LWMNY
20
Landmark Wealth Management (New York)
New York
$465K -$43.7K -937 -9%
HIGP
21
Hill Investment Group Partners
Missouri
$392K
WFA
22
Websterrogers Financial Advisors
South Carolina
$363K
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$340K
OA
24
Oceanside Advisors
South Carolina
$266K -$46.7K -1,001 -15%
MRWM
25
ML&R Wealth Management
Texas
$255K

AVMU Hedge Fund Activity: Q1 2024 in Review

33 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q1 2024, worth a combined $103M — up 2.4% from $100M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AVMU and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 12 added.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $4.5M. The largest seller was Jane Street, cutting an estimated $6.96M.

  • 33 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q1 2024, down from 34 in Q4 2023.
  • Funds reported $103M of Avantis Core Municipal Fixed Income ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 3 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $4.5M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q1 2024 was Jane Street, an estimated $6.96M sold.

Based on aggregated 13F filings for Q1 2024.