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Avantis Core Municipal Fixed Income ETF

39 hedge funds and large institutions have $2.8B invested in Avantis Core Municipal Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,024% more capital invested

Capital invested by funds: $89.6M → $2.8B (+$2.71B)

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

87.22% more ownership

Funds ownership: 59.52%146.74% (+87%)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

15% more funds holding

Funds holding: 3439 (+5)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Align Financial
Minnesota
$2.71B +$124M +2,706,279 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.2M +$1.55M +33,689 +4%
BHWM
3
Beaird Harris Wealth Management
Texas
$8.62M -$1.17M -25,503 -12%
PL
4
Plancorp LLC
Missouri
$6.7M
SWA
5
Sax Wealth Advisors
New Jersey
$5.17M +$224K +4,884 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.75M -$151K -3,289 -4%
SC
7
Savant Capital
Illinois
$3.26M +$664K +14,462 +26%
LPL Financial
8
LPL Financial
California
$3.16M -$75.2K -1,636 -2%
Financial Engines Advisors
9
Financial Engines Advisors
California
$2.57M -$374K -8,145 -13%
AWM
10
Axxcess Wealth Management
California
$2.48M +$2.46M +53,554 New
VWA
11
Visionary Wealth Advisors
Illinois
$2.26M +$52.5K +1,143 +2%
HIGP
12
Hill Investment Group Partners
Missouri
$2.24M +$1.82M +39,553 +441%
FTUS
13
Flow Traders U.S.
New York
$2.04M +$1.79M +39,057 +774%
TIM
14
Tortoise Investment Management
New York
$1.74M +$417K +9,084 +32%
OMC
15
Old Mission Capital
Illinois
$1.12M +$1.12M +24,273 New
LKBC
16
L.K. Benson & Company
Maryland
$1.11M +$8.5K +185 +0.8%
NA
17
NewEdge Advisors
Louisiana
$978K +$26K +565 +3%
LWMNY
18
Landmark Wealth Management (New York)
New York
$789K -$58.1K -1,264 -7%
HP
19
Haven Private
Florida
$735K
Jane Street
20
Jane Street
New York
$652K -$7.6M -165,415 -92%
CBT
21
Crews Bank & Trust
Florida
$620K -$79.4K -1,729 -11%
MWM
22
Mattern Wealth Management
Kansas
$592K +$588K +12,793 New
EV
23
EJMK Ventures
Illinois
$544K +$541K +11,770 New
FPI
24
Financial Plan Inc
Washington
$487K +$484K +10,528 New
MA
25
Mutual Advisors
Nebraska
$446K

AVMU Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Avantis Core Municipal Fixed Income ETF (AVMU) for Q4 2025, worth a combined $2.8B — up 3,024% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVMU positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $2.46M. The largest seller was Jane Street, cutting an estimated $7.6M.

  • 39 institutional investors held Avantis Core Municipal Fixed Income ETF (AVMU) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $2.8B of Avantis Core Municipal Fixed Income ETF stock for Q4 2025, up 3,024% quarter-over-quarter.
  • 8 funds opened new Avantis Core Municipal Fixed Income ETF positions in Q4 2025 and 3 closed out, a net change of +5 holders.
  • The largest Avantis Core Municipal Fixed Income ETF buyer in Q4 2025 was Axxcess Wealth Management, an estimated $2.46M added.
  • The largest Avantis Core Municipal Fixed Income ETF seller in Q4 2025 was Jane Street, an estimated $7.6M sold.

Based on aggregated 13F filings for Q4 2025.