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Avantis Short-Term Fixed Income ETF

47 hedge funds and large institutions have $162M invested in Avantis Short-Term Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
19
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
26
Grand Wealth Management
Michigan
$707K
IFA
27
Index Fund Advisors
California
$653K +$9.14K +197 +1%
American Century Companies
28
American Century Companies
Missouri
$525K +$186K +4,014 +55%
BDWCC
29
B&D White Capital Company
Texas
$501K +$2.88K +62 +0.6%
BA
30
Bridge Advisory
California
$409K -$36.9K -796 -8%
WCA
31
Waypoint Capital Advisors
Minnesota
$407K +$15.3K +330 +4%
LSA
32
Lion Street Advisors
Texas
$372K +$145K +3,119 +64%
MFC
33
Morris Financial Concepts
South Carolina
$345K +$39.6K +853 +13%
NL
34
NWAM LLC
Washington
$339K +$4.87K +105 +1%
WFA
35
Websterrogers Financial Advisors
South Carolina
$334K +$334K +7,203 New
OA
36
Oceanside Advisors
South Carolina
$321K +$321K +6,922 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$311K
VWA
38
Valued Wealth Advisors
Utah
$310K +$310K +6,809 New
BHWM
39
Beaird Harris Wealth Management
Texas
$298K +$298K +6,423 New
EC
40
Eaton-Cambridge
Arizona
$274K +$274K +5,894 New
MWA
41
Mills Wealth Advisors
Texas
$252K +$252K +5,441 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$248K +$27.2K +585 +12%
TIM
43
Tortoise Investment Management
New York
$176K
SIS
44
Sound Income Strategies
Florida
$56.6K +$56.6K +1,220 New
RLIM
45
Red Lighthouse Investment Management
New York
$46.4K
LG
46
LAM Group
Oregon
$2.32K -$4.18K -90 -64%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
-$1.71M -36,944 Closed
AAS
48
Ameritas Advisory Services
Nebraska
-$294K -6,515 Closed
AAM
49
Austin Asset Management
Texas
-$287K -6,300 Closed
HWP
50
Hibernia Wealth Partners
Louisiana
-$234K -5,148 Closed