Avantis Short-Term Fixed Income ETF
AVSF
25 hedge funds and large institutions have $25.9M invested in Avantis Short-Term Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
25% more funds holding
Funds holding: 20 → 25 (+5)
6.35% less ownership
Funds ownership: 39.83% → 33.47% (-6.4%)
12% less capital invested
Capital invested by funds: $29.4M → $25.9M (-$3.51M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Innealta Capital
Austin,
Texas
|
+$2.16M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.18M |
| 3 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$1.07M |
| 4 |
CL
CPWM LLC
Seattle,
Washington
|
+$753K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$6.99M |
| 2 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$2.18M |
| 3 |
Jane Street
New York
|
-$1.27M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$427K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$106K | -2,231 | Closed |
|
27
Jones Financial Companies
Des Peres,
Missouri
| – | -$24K | -500 | Closed |
|
AVSF Hedge Fund Activity: Q2 2022 in Review
25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2022, worth a combined $25.9M — down 12% from $29.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVSF positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Innealta Capital, opening a new position worth an estimated $2.16M. The largest seller was Allworth Financial, cutting an estimated $6.99M.
- 25 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2022, up from 20 in Q1 2022.
- Funds reported $25.9M of Avantis Short-Term Fixed Income ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 7 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2022 and 2 closed out, a net change of +5 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2022 was Innealta Capital, an estimated $2.16M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q2 2022 was Allworth Financial, an estimated $6.99M sold.
Based on aggregated 13F filings for Q2 2022.