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Avantis Core Municipal Fixed Income ETF

34 hedge funds and large institutions have $89.9M invested in Avantis Core Municipal Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

7.1% less ownership

Funds ownership: 67.99%60.89% (-7.1%)

13% less capital invested

Capital invested by funds: $104M → $89.9M (-$13.7M)

15% less funds holding

Funds holding: 4034 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M +$3.57M +80,227 +12%
BHWM
2
Beaird Harris Wealth Management
Texas
$10.8M -$599K -13,440 -5%
Jane Street
3
Jane Street
New York
$9.69M +$5.92M +133,035 +159%
PL
4
Plancorp LLC
Missouri
$6.48M +$26.7K +600 +0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.97M +$153K +3,446 +4%
LPL Financial
6
LPL Financial
California
$3.37M -$497K -11,161 -13%
Financial Engines Advisors
7
Financial Engines Advisors
California
$3.07M -$422K -9,479 -12%
SWA
8
Sax Wealth Advisors
New Jersey
$3.03M +$3.01M +67,682 New
PP
9
PrairieView Partners
Minnesota
$2.48M +$684K +15,351 +38%
VWA
10
Visionary Wealth Advisors
Illinois
$2.12M +$743K +16,676 +54%
SFC
11
Strategic Financial Concepts
Texas
$1.55M -$823K -18,470 -35%
WA
12
Waverly Advisors
Alabama
$1.38M
LKBC
13
L.K. Benson & Company
Maryland
$1.1M -$291K -6,542 -21%
NA
14
NewEdge Advisors
Louisiana
$930K +$60.5K +1,358 +7%
LWMNY
15
Landmark Wealth Management (New York)
New York
$885K +$469K +10,527 +114%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$471K -$68.2K -1,532 -13%
MA
17
Mutual Advisors
Nebraska
$424K
CBT
18
Crews Bank & Trust
Florida
$418K -$145K -3,250 -26%
HIGP
19
Hill Investment Group Partners
Missouri
$376K
WFA
20
Websterrogers Financial Advisors
South Carolina
$349K
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$325K
ATC
22
Argent Trust Co
Tennessee
$291K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$283K -$710K -15,936 -72%
MML Investors Services
24
MML Investors Services
Massachusetts
$250K +$249K +5,584 New
Creative Planning
25
Creative Planning
Kansas
$249K

AVMU Hedge Fund Activity: Q2 2025 in Review

34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q2 2025, worth a combined $89.9M — down 13% from $104M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AVMU and 2 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $5.92M. The largest seller was Mattern Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 34 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q2 2025, down from 40 in Q1 2025.
  • Funds reported $89.9M of Avantis Core Municipal Fixed Income ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 2 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q2 2025 and 8 closed out, a net change of -6 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q2 2025 was Jane Street, an estimated $5.92M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q2 2025 was Mattern Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2025.