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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
Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.46%
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
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M +$3.59M +80,227 +12%
BHWM
2
Beaird Harris Wealth Management
Texas
$10.8M -$602K -13,440 -5%
Jane Street
3
Jane Street
New York
$9.69M +$5.95M +133,035 +159%
PL
4
Plancorp LLC
Missouri
$6.48M +$26.9K +600 +0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.97M +$154K +3,446 +4%
LPL Financial
6
LPL Financial
California
$3.37M -$500K -11,161 -13%
Financial Engines Advisors
7
Financial Engines Advisors
California
$3.07M -$424K -9,479 -12%
SWA
8
Sax Wealth Advisors
New Jersey
$3.03M +$3.03M +67,682 New
PP
9
PrairieView Partners
Minnesota
$2.48M +$687K +15,351 +38%
VWA
10
Visionary Wealth Advisors
Illinois
$2.12M +$746K +16,676 +54%
SFC
11
Strategic Financial Concepts
Texas
$1.55M -$827K -18,470 -35%
WA
12
Waverly Advisors
Alabama
$1.38M
LKBC
13
L.K. Benson & Company
Maryland
$1.1M -$293K -6,542 -21%
NA
14
NewEdge Advisors
Louisiana
$930K +$60.8K +1,358 +7%
LWMNY
15
Landmark Wealth Management (New York)
New York
$885K +$471K +10,527 +114%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$471K -$68.6K -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 -$714K -15,936 -72%
MML Investors Services
24
MML Investors Services
Massachusetts
$250K +$250K +5,584 New
Creative Planning
25
Creative Planning
Kansas
$249K