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Avantis Short-Term Fixed Income ETF
AVSF

51 hedge funds and large institutions have $178M invested in Avantis Short-Term Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $162M → $178M (+$15.5M)

9% more funds holding

Funds holding: 47 → 51 (+4)

9.06% less ownership

Funds ownership: 60.21% → 51.15% (-9.1%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
21
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWP
WR Wealth Planners
Missouri
+$7.75M
2
VFP
Verus Financial Partners
Virginia
+$1.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.66M
4
MWM
Mattern Wealth Management
Kansas
+$1.26M
5
LPL Financial
LPL Financial
California
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$3.21M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.46M
3
EWA
EverSource Wealth Advisors
Alabama
-$1.46M
4
PLFA
Pacific Life Fund Advisors
California
-$925K
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Apella Capital
Connecticut
$777K -$571K -12,349 -42%
GWM
27
Grand Wealth Management
Michigan
$705K – – –
IFA
28
Index Fund Advisors
California
$664K +$12.6K +273 +2%
BDWCC
29
B&D White Capital Company
Texas
$483K -$16.9K -366 -3%
TA
30
TFB Advisors
Kansas
$467K -$338K -7,307 -42%
AAS
31
Ameritas Advisory Services
Nebraska
$454K +$458K +9,897 New
BA
32
Bridge Advisory
California
$411K +$2.82K +61 +0.7%
NL
33
NWAM LLC
Washington
$385K +$49.6K +1,072 +15%
LSA
34
Lion Street Advisors
Texas
$372K – – –
CCA
35
Clearwater Capital Advisors
Illinois
$340K +$340K +7,346 New
SW
36
Simplicity Wealth
New Jersey
$339K +$339K +7,318 New
WFA
37
Websterrogers Financial Advisors
South Carolina
$333K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$329K -$2.46M -53,123 -88%
MFC
39
Morris Financial Concepts
South Carolina
$326K -$18.2K -393 -5%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$310K – – –
BHWM
41
Beaird Harris Wealth Management
Texas
$297K – – –
OA
42
Oceanside Advisors
South Carolina
$273K -$46.9K -1,013 -15%
EC
43
Eaton-Cambridge
Arizona
$273K – – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$235K -$12K -260 -5%
AWM
45
Axxcess Wealth Management
California
$222K +$222K +4,799 New
MWA
46
Mills Wealth Advisors
Texas
$201K -$51K -1,103 -20%
TIM
47
Tortoise Investment Management
New York
$186K +$9.99K +216 +6%
RLIM
48
Red Lighthouse Investment Management
New York
$46.3K – – –
LG
49
LAM Group
Oregon
$2.08K -$231 -5 -10%
PP
50
PrairieView Partners
Minnesota
$1K – – –
1
2
3

AVSF Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q1 2024, worth a combined $178M — up 9.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVSF positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was WR Wealth Planners, opening a new position worth an estimated $7.75M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $3.21M sold.

  • 51 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q1 2024, up from 47 in Q4 2023.
  • Funds reported $178M of Avantis Short-Term Fixed Income ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 7 funds opened new Avantis Short-Term Fixed Income ETF positions in Q1 2024 and 3 closed out, a net change of +4 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q1 2024 was WR Wealth Planners, an estimated $7.75M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q1 2024 was Corient Private Wealth, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2024.