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Avantis Core Municipal Fixed Income ETF

43 hedge funds and large institutions have $110M invested in Avantis Core Municipal Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$32.4M -$2.01M -43,631 -6%
BHWM
2
Beaird Harris Wealth Management
Texas
$11.8M -$287K -6,219 -2%
MWM
3
Mattern Wealth Management
Kansas
$11.7M +$183K +3,961 +2%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$8.24M -$310K -6,723 -4%
PL
5
Plancorp LLC
Missouri
$6.65M
Financial Engines Advisors
6
Financial Engines Advisors
California
$4.33M +$1.37M +29,701 +46%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.8M +$253K +5,495 +7%
LPL Financial
8
LPL Financial
California
$3.53M +$1.21M +26,227 +52%
S
9
Sunpointe
Missouri
$2.87M +$2.63M +56,936 +1,098%
PP
10
PrairieView Partners
Minnesota
$2.86M -$588K -12,741 -17%
SFC
11
Strategic Financial Concepts
Texas
$2.45M +$1.15M +24,927 +89%
ARG
12
Advisory Resource Group
Oklahoma
$2.24M +$57.2K +1,240 +3%
B
13
BetterWealth
California
$1.69M
OMC
14
Old Mission Capital
Illinois
$1.66M +$1.66M +36,073 New
VWA
15
Visionary Wealth Advisors
Illinois
$1.45M +$594K +12,870 +69%
LKBC
16
L.K. Benson & Company
Maryland
$1.44M +$1.44M +31,110 New
WA
17
Waverly Advisors
Alabama
$1.42M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.04M -$277K -6,002 -21%
Goldman Sachs
19
Goldman Sachs
New York
$791K +$791K +17,139 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$583K -$288K -6,251 -33%
CBT
21
Crews Bank & Trust
Florida
$581K +$581K +12,597 New
MPW
22
Magnolia Private Wealth
Pennsylvania
$532K +$532K +11,525 New
Jane Street
23
Jane Street
New York
$511K +$266K +5,769 +109%
FWM
24
Fortress Wealth Management
California
$507K +$507K +11,000 New
MA
25
Mutual Advisors
Nebraska
$470K