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Avantis Core Municipal Fixed Income ETF
AVMU

Overview Fund Activity

40 hedge funds and large institutions have $105M invested in Avantis Core Municipal Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
15
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35M
2
MWM
2
Mattern Wealth Management
Kansas
$11.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.31M
4
PP
4
PrairieView Partners
Minnesota
$3.5M
5
LPL Financial
5
LPL Financial
California
$2.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.32M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$3.01M
3
BHWM
3
Beaird Harris Wealth Management
Texas
$12.3M
4
Jane Street
4
Jane Street
New York
$250K
5
SB
5
Strategic Blueprint
Georgia
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35M 745,888 +44,887 +6%
BHWM
2
Beaird Harris Wealth Management
Texas
$12.3M 262,586 -11,402 -4%
MWM
3
Mattern Wealth Management
Kansas
$11.7M 248,949 +21,458 +9%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$8.7M 185,271 -1,095 -0.6%
PL
5
Plancorp LLC
Missouri
$6.77M 144,218 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.61M 76,796 +1,559 +2%
PP
7
PrairieView Partners
Minnesota
$3.5M 74,644 +19,296 +35%
Financial Engines Advisors
8
Financial Engines Advisors
California
$3.01M 64,183 -31,863 -33%
LPL Financial
9
LPL Financial
California
$2.36M 50,329 +7,813 +18%
ARG
10
Advisory Resource Group
Oklahoma
$2.22M 47,230 +29 +0.1%
SB
11
Strategic Blueprint
Georgia
$2.1M 44,719 -1,716 -4%
B
12
BetterWealth
California
$1.72M 36,701 – –
WA
13
Waverly Advisors
Alabama
$1.45M 30,875 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.34M 28,639 +183 +0.6%
SFC
15
Strategic Financial Concepts
Texas
$1.32M 28,112 -1,295,755 -98%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.31M 27,906 +19,790 +244%
Corient Private Wealth
17
Corient Private Wealth
Florida
$886K 18,877 +2,456 +15%
VWA
18
Visionary Wealth Advisors
Illinois
$870K 18,534 +154 +0.8%
MA
19
Mutual Advisors
Nebraska
$473K 10,242 – –
LWMNY
20
Landmark Wealth Management (New York)
New York
$428K 9,123 -425 -4%
HIGP
21
Hill Investment Group Partners
Missouri
$387K 8,410 – –
WFA
22
Websterrogers Financial Advisors
South Carolina
$366K 7,802 – –
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$343K 7,310 – –
OA
24
Oceanside Advisors
South Carolina
$316K 6,731 – –
DADC
25
D.A. Davidson & Co
Montana
$293K 6,245 +6,245 New
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