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Avantis Short-Term Fixed Income ETF
AVSF

Overview Fund Activity

41 hedge funds and large institutions have $141M invested in Avantis Short-Term Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
20
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.86M
2
VFP
2
Verus Financial Partners
Virginia
$57.8M
3
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$2.47M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.71M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$17.8M
2
TA
2
TFB Advisors
Kansas
$0
3
WFA
3
WMG Financial Advisors
Tennessee
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
SHFA
5
SC&H Financial Advisors
Maryland
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bridge Advisory
California
$438K +$4.28K +94 +1%
WCA
27
Waypoint Capital Advisors
Minnesota
$384K +$62.7K +1,378 +20%
American Century Companies
28
American Century Companies
Missouri
$332K +$332K +7,291 New
NL
29
NWAM LLC
Washington
$328K +$3.51K +77 +1%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$305K +$305K +6,701 New
MFC
31
Morris Financial Concepts
South Carolina
$300K +$21.6K +475 +8%
AAS
32
Ameritas Advisory Services
Nebraska
$294K +$294K +6,515 New
AAM
33
Austin Asset Management
Texas
$287K – – –
HWP
34
Hibernia Wealth Partners
Louisiana
$234K +$234K +5,148 New
LSA
35
Lion Street Advisors
Texas
$223K +$223K +4,893 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$216K – – –
TIM
37
Tortoise Investment Management
New York
$173K +$34.1K +750 +25%
RLIM
38
Red Lighthouse Investment Management
New York
$45.5K – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$15.4K +$15.4K +338 New
LG
40
LAM Group
Oregon
$6.37K -$228 -5 -3%
TA
41
TFB Advisors
Kansas
– -$400K -8,723 Closed
WFA
42
WMG Financial Advisors
Tennessee
– -$252K -5,504 Closed
RJFSA
43
Raymond James Financial Services Advisors
Florida
– -$214K -4,670 Closed
UBS Group
44
UBS Group
Switzerland
– -$91.2K -1,990 Closed
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