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Avantis Core Municipal Fixed Income ETF

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.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

18% more funds holding

Funds holding: 3440 (+6)

6% more capital invested

Capital invested by funds: $99.3M → $105M (+$6.03M)

39.02% less ownership

Funds ownership: 111.39%72.37% (-39%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.57%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35M +$2.09M +44,887 +6%
BHWM
2
Beaird Harris Wealth Management
Texas
$12.3M -$530K -11,402 -4%
MWM
3
Mattern Wealth Management
Kansas
$11.7M +$998K +21,458 +9%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$8.7M -$50.9K -1,095 -0.6%
PL
5
Plancorp LLC
Missouri
$6.77M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.6M +$72.5K +1,559 +2%
PP
7
PrairieView Partners
Minnesota
$3.5M +$898K +19,296 +35%
Financial Engines Advisors
8
Financial Engines Advisors
California
$3.01M -$1.48M -31,863 -33%
LPL Financial
9
LPL Financial
California
$2.36M +$363K +7,813 +18%
ARG
10
Advisory Resource Group
Oklahoma
$2.22M +$1.35K +29 +0.1%
SB
11
Strategic Blueprint
Georgia
$2.1M -$79.8K -1,716 -4%
B
12
BetterWealth
California
$1.72M
WA
13
Waverly Advisors
Alabama
$1.45M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.34M +$8.51K +183 +0.6%
SFC
15
Strategic Financial Concepts
Texas
$1.32M -$60.3M -1,295,755 -98%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.31M +$921K +19,790 +244%
Corient Private Wealth
17
Corient Private Wealth
Florida
$886K +$114K +2,456 +15%
VWA
18
Visionary Wealth Advisors
Illinois
$870K +$7.17K +154 +0.8%
MA
19
Mutual Advisors
Nebraska
$473K
LWMNY
20
Landmark Wealth Management (New York)
New York
$428K -$19.8K -425 -4%
HIGP
21
Hill Investment Group Partners
Missouri
$387K
WFA
22
Websterrogers Financial Advisors
South Carolina
$366K
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$343K
OA
24
Oceanside Advisors
South Carolina
$316K
DADC
25
D.A. Davidson & Co
Montana
$293K +$291K +6,245 New

AVMU Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q3 2024, worth a combined $105M — up 6.1% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AVMU positions and 0 closed out — a net gain of 6 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.09M. The largest seller was Strategic Financial Concepts, cutting an estimated $60.3M.

  • 40 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $105M of Avantis Core Municipal Fixed Income ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 6 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q3 2024 and 0 closed out, a net change of +6 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $2.09M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2024.