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Avantis Core Municipal Fixed Income ETF

34 hedge funds and large institutions have $99.3M invested in Avantis Core Municipal Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
8
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
$32.3M 701,001 +55,937 +9%
BHWM
2
Beaird Harris Wealth Management
Texas
$12.6M 273,988 +14,290 +6%
MWM
3
Mattern Wealth Management
Kansas
$10.5M 227,491 -1,072 -0.5%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$8.6M 186,366 -5,016 -3%
PL
5
Plancorp LLC
Missouri
$6.65M 144,218
Financial Engines Advisors
6
Financial Engines Advisors
California
$4.43M 96,046 -342 -0.4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.47M 75,237 -4,741 -6%
PP
8
PrairieView Partners
Minnesota
$2.55M 55,348 -11,624 -17%
ARG
9
Advisory Resource Group
Oklahoma
$2.18M 47,201 +6,851 +17%
SB
10
Strategic Blueprint
Georgia
$2.14M 46,435 +1,362 +3%
LPL Financial
11
LPL Financial
California
$1.96M 42,516 +2,129 +5%
B
12
BetterWealth
California
$1.69M 36,701
WA
13
Waverly Advisors
Alabama
$1.42M 30,875
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.31M 28,456 +3,577 +14%
SFC
15
Strategic Financial Concepts
Texas
$1.01M 1,323,867 +1,274,458 +2,579%
VWA
16
Visionary Wealth Advisors
Illinois
$848K 18,380 +1,259 +7%
Corient Private Wealth
17
Corient Private Wealth
Florida
$758K 16,421 +16,421 New
Jane Street
18
Jane Street
New York
$631K 13,673 -19,119 -58%
MA
19
Mutual Advisors
Nebraska
$475K 10,242
LWMNY
20
Landmark Wealth Management (New York)
New York
$441K 9,548 -432 -4%
HIGP
21
Hill Investment Group Partners
Missouri
$390K 8,410
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$374K 8,116 +8,116 New
WFA
23
Websterrogers Financial Advisors
South Carolina
$360K 7,802
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$337K 7,310
OA
25
Oceanside Advisors
South Carolina
$311K 6,731 +1,028 +18%