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Avantis Core Municipal Fixed Income ETF

40 hedge funds and large institutions have $92.9M invested in Avantis Core Municipal Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3940 (+1)

87.16% less ownership

Funds ownership: 146.74%59.59% (-87%)

97% less capital invested

Capital invested by funds: $2.8B → $92.9M (-$2.71B)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.7M +$1.93M +41,586 +5%
BHWM
2
Beaird Harris Wealth Management
Texas
$8.44M -$99.8K -2,145 -1%
PL
3
Plancorp LLC
Missouri
$6.68M
SWA
4
Sax Wealth Advisors
New Jersey
$5.17M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.72M +$6.61K +142 +0.2%
SC
6
Savant Capital
Illinois
$3.27M +$45.9K +987 +1%
LPL Financial
7
LPL Financial
California
$3.18M +$45.6K +980 +1%
TIM
8
Tortoise Investment Management
New York
$2.91M +$1.21M +26,045 +69%
AF
9
Align Financial
Minnesota
$2.75M -$123M -2,646,284 -98%
VWA
10
Visionary Wealth Advisors
Illinois
$2.37M +$134K +2,885 +6%
Financial Engines Advisors
11
Financial Engines Advisors
California
$2.08M -$474K -10,190 -18%
EV
12
EJMK Ventures
Illinois
$1.47M +$942K +20,252 +172%
LKBC
13
L.K. Benson & Company
Maryland
$1.13M +$25.2K +541 +2%
Jane Street
14
Jane Street
New York
$1.04M +$402K +8,645 +61%
NA
15
NewEdge Advisors
Louisiana
$941K -$28.3K -608 -3%
LWMNY
16
Landmark Wealth Management (New York)
New York
$787K +$5.02K +108 +0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$721K +$733K +15,752 New
HP
18
Haven Private
Florida
$708K -$20.9K -450 -3%
MWM
19
Mattern Wealth Management
Kansas
$615K +$30K +644 +5%
CBT
20
Crews Bank & Trust
Florida
$612K -$1.35K -29 -0.2%
FTUS
21
Flow Traders U.S.
New York
$609K -$1.43M -30,802 -70%
OMC
22
Old Mission Capital
Illinois
$571K -$549K -11,807 -49%
APFP
23
Action Point Financial Planning
Michigan
$568K +$577K +12,406 New
FPI
24
Financial Plan Inc
Washington
$531K +$49.8K +1,071 +10%
MA
25
Mutual Advisors
Nebraska
$442K