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Avantis Core Municipal Fixed Income ETF

40 hedge funds and large institutions have $104M invested in Avantis Core Municipal Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $110M → $104M (-$6.33M)

6.48% less ownership

Funds ownership: 74.47%67.99% (-6.5%)

7% less funds holding

Funds holding: 4340 (-3)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.2M -$762K -16,539 -2%
MWM
2
Mattern Wealth Management
Kansas
$12.1M +$567K +12,312 +5%
BHWM
3
Beaird Harris Wealth Management
Texas
$11.6M -$109K -2,377 -0.9%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$7.94M -$180K -3,910 -2%
PL
5
Plancorp LLC
Missouri
$6.56M
LPL Financial
6
LPL Financial
California
$3.94M +$459K +9,960 +13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.87M +$132K +2,870 +3%
Jane Street
8
Jane Street
New York
$3.8M +$3.34M +72,449 +654%
Financial Engines Advisors
9
Financial Engines Advisors
California
$3.55M -$733K -15,912 -17%
SFC
10
Strategic Financial Concepts
Texas
$2.41M
ARG
11
Advisory Resource Group
Oklahoma
$2.33M +$124K +2,694 +6%
PP
12
PrairieView Partners
Minnesota
$1.82M -$1.01M -21,834 -35%
LKBC
13
L.K. Benson & Company
Maryland
$1.42M +$4.84K +105 +0.3%
WA
14
Waverly Advisors
Alabama
$1.4M
VWA
15
Visionary Wealth Advisors
Illinois
$1.4M -$29.4K -638 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.01M -$17.7K -385 -2%
NA
17
NewEdge Advisors
Louisiana
$883K +$894K +19,410 New
CBT
18
Crews Bank & Trust
Florida
$573K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$549K +$555K +12,060 New
MPW
20
Magnolia Private Wealth
Pennsylvania
$524K
MA
21
Mutual Advisors
Nebraska
$429K -$27.6K -600 -6%
LWMNY
22
Landmark Wealth Management (New York)
New York
$420K +$28.5K +618 +7%
HIGP
23
Hill Investment Group Partners
Missouri
$383K -$12.9K -280 -3%
WFA
24
Websterrogers Financial Advisors
South Carolina
$355K
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$333K

AVMU Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q1 2025, worth a combined $104M — down 5.8% from $110M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AVMU and 6 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $3.34M. The largest seller was Sunpointe, exiting entirely with an estimated $2.87M sold.

  • 40 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q1 2025, down from 43 in Q4 2024.
  • Funds reported $104M of Avantis Core Municipal Fixed Income ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 6 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q1 2025 was Jane Street, an estimated $3.34M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q1 2025 was Sunpointe, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2025.