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Avantis Core Municipal Fixed Income ETF
AVMU

Overview Fund Activity

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
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
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$4.49M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30M
3
PP
PrairieView Partners
Minnesota
$3.12M
4
SFC
Strategic Financial Concepts
Texas
$2.3M
5
MWM
Mattern Wealth Management
Kansas
$10.6M

Top Sellers

1
Jane Street
Jane Street
New York
$1.53M
2
Corient Private Wealth
Corient Private Wealth
Florida
$0
3
FTUS
Flow Traders U.S.
New York
$0
4
AC
Apella Capital
Connecticut
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30M +$2.18M +46,844 +8%
BHWM
2
Beaird Harris Wealth Management
Texas
$12.1M -$57.8K -1,242 -0.5%
MWM
3
Mattern Wealth Management
Kansas
$10.6M +$772K +16,570 +8%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$8.91M +$450K +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 +$4.49M +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 +$66.1K +1,420 +3%
LPL Financial
12
LPL Financial
California
$1.88M +$496K +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 -$6.95M -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 +$404K +8,676 +54%
VWA
18
Visionary Wealth Advisors
Illinois
$797K -$19.2K -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 -$46.6K -1,001 -15%
MRWM
25
ML&R Wealth Management
Texas
$255K – – –
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