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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

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

8% more funds holding

Funds holding: 4043 (+3)

2.1% more ownership

Funds ownership: 72.37%74.47% (+2.1%)

4% more capital invested

Capital invested by funds: $105M → $110M (+$4.64M)

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
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$32.4M -$2.03M -43,631 -6%
BHWM
2
Beaird Harris Wealth Management
Texas
$11.8M -$289K -6,219 -2%
MWM
3
Mattern Wealth Management
Kansas
$11.7M +$184K +3,961 +2%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$8.24M -$312K -6,723 -4%
PL
5
Plancorp LLC
Missouri
$6.65M
Financial Engines Advisors
6
Financial Engines Advisors
California
$4.33M +$1.38M +29,701 +46%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.8M +$255K +5,495 +7%
LPL Financial
8
LPL Financial
California
$3.53M +$1.22M +26,227 +52%
S
9
Sunpointe
Missouri
$2.87M +$2.65M +56,936 +1,098%
PP
10
PrairieView Partners
Minnesota
$2.85M -$592K -12,741 -17%
SFC
11
Strategic Financial Concepts
Texas
$2.45M +$1.16M +24,927 +89%
ARG
12
Advisory Resource Group
Oklahoma
$2.24M +$57.6K +1,240 +3%
B
13
BetterWealth
California
$1.69M
OMC
14
Old Mission Capital
Illinois
$1.66M +$1.68M +36,073 New
VWA
15
Visionary Wealth Advisors
Illinois
$1.45M +$598K +12,870 +69%
LKBC
16
L.K. Benson & Company
Maryland
$1.44M +$1.45M +31,110 New
WA
17
Waverly Advisors
Alabama
$1.42M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.04M -$279K -6,002 -21%
Goldman Sachs
19
Goldman Sachs
New York
$791K +$796K +17,139 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$583K -$290K -6,251 -33%
CBT
21
Crews Bank & Trust
Florida
$581K +$585K +12,597 New
MPW
22
Magnolia Private Wealth
Pennsylvania
$532K +$535K +11,525 New
Jane Street
23
Jane Street
New York
$511K +$268K +5,769 +109%
FWM
24
Fortress Wealth Management
California
$507K +$511K +11,000 New
MA
25
Mutual Advisors
Nebraska
$470K

AVMU Hedge Fund Activity: Q4 2024 in Review

43 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q4 2024, worth a combined $110M — up 4.4% from $105M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVMU positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Sunpointe, adding an estimated $2.65M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $2.1M sold.

  • 43 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $110M of Avantis Core Municipal Fixed Income ETF stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 9 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q4 2024 was Sunpointe, an estimated $2.65M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q4 2024 was Strategic Blueprint, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2024.