Avantis Short-Term Fixed Income ETF
AVSF
25 hedge funds and large institutions have $63.1M invested in Avantis Short-Term Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
144% more capital invested
Capital invested by funds: $25.9M → $63.1M (+$37.2M)
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
19.84% more ownership
Funds ownership: 33.47% → 53.31% (+20%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$32M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$2.31M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.21M |
| 4 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
+$1.13M |
| 5 |
CL
CPWM LLC
Seattle,
Washington
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$941K |
| 2 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$480K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$367K |
| 4 |
EP
Equius Partners
Novato,
California
|
-$24.8K |
| 5 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$24.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFA
26
Websterrogers Financial Advisors
Florence,
South Carolina
| – | -$480K | -10,267 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$367K | -7,849 | Closed |
|
|
GTAM
28
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$12K | -250 | Closed |
|
AVSF Hedge Fund Activity: Q3 2022 in Review
25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q3 2022, worth a combined $63.1M — up 144% from $25.9M a quarter earlier.
Fund positioning in AVSF was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 5 trimmed.
The largest buyer was Verus Financial Partners, adding an estimated $32M. The largest seller was Jane Street, cutting an estimated $941K.
- 25 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $63.1M of Avantis Short-Term Fixed Income ETF stock for Q3 2022, up 144% quarter-over-quarter.
- 3 funds opened new Avantis Short-Term Fixed Income ETF positions in Q3 2022 and 3 closed out, a net change of 0 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q3 2022 was Verus Financial Partners, an estimated $32M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q3 2022 was Jane Street, an estimated $941K sold.
Based on aggregated 13F filings for Q3 2022.