Avantis Short-Term Fixed Income ETF
AVSF
33 hedge funds and large institutions have $120M invested in Avantis Short-Term Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 7 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
3% more capital invested
Capital invested by funds: $117M → $120M (+$3.35M)
1.1% less ownership
Funds ownership: 52.91% → 51.81% (-1.1%)
13% less funds holding
Funds holding: 38 → 33 (-5)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$4.24M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.74M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.28M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$640K |
| 5 |
PAS
Park Avenue Securities
New York
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Innealta Capital
Austin,
Texas
|
-$1.56M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.25M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.23M |
| 4 |
Jane Street
New York
|
-$1.16M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$376K |
AVSF Hedge Fund Activity: Q2 2023 in Review
33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2023, worth a combined $120M — up 2.9% from $117M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AVSF and 2 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 16 added.
The largest buyer was Verus Financial Partners, adding an estimated $4.24M. The largest seller was Innealta Capital, exiting entirely with an estimated $1.56M sold.
- 33 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2023, down from 38 in Q1 2023.
- Funds reported $120M of Avantis Short-Term Fixed Income ETF stock for Q2 2023, up 2.9% quarter-over-quarter.
- 2 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2023 and 7 closed out, a net change of -5 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2023 was Verus Financial Partners, an estimated $4.24M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q2 2023 was Innealta Capital, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2023.