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Avantis Short-Term Fixed Income ETF
AVSF

54 hedge funds and large institutions have $181M invested in Avantis Short-Term Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

6% more funds holding

Funds holding: 51 → 54 (+3)

2% more capital invested

Capital invested by funds: $178M → $181M (+$3.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.44% less ownership

Funds ownership: 51.15% → 49.71% (-1.4%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
22
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$4.21M
2
AWM
Axxcess Wealth Management
California
+$3.3M
3
FTUS
Flow Traders U.S.
New York
+$2.67M
4
SW
Simplicity Wealth
New Jersey
+$2.2M
5
VFP
Verus Financial Partners
Virginia
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
PLFA
Pacific Life Fund Advisors
California
-$8.27M
2
Jane Street
Jane Street
New York
-$2.98M
3
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$1.87M
4
VWA
Valued Wealth Advisors
Utah
-$1.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$907K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Clearwater Capital Advisors
Illinois
$1.2M +$861K +18,723 +255%
SHFA
27
SC&H Financial Advisors
Maryland
$891K -$90.4K -1,966 -9%
LSA
28
Lion Street Advisors
Texas
$495K +$124K +2,705 +34%
BA
29
Bridge Advisory
California
$491K +$80.5K +1,749 +20%
BDWCC
30
B&D White Capital Company
Texas
$479K -$2.99K -65 -0.6%
AAS
31
Ameritas Advisory Services
Nebraska
$457K +$552 +12 +0.1%
AC
32
Apella Capital
Connecticut
$408K -$369K -8,030 -48%
NL
33
NWAM LLC
Washington
$399K +$12.1K +262 +3%
FFA
34
Farther Finance Advisors
California
$397K +$397K +8,637 New
MFC
35
Morris Financial Concepts
South Carolina
$392K +$66.4K +1,444 +20%
TA
36
TFB Advisors
Kansas
$364K -$108K -2,341 -23%
WFA
37
Websterrogers Financial Advisors
South Carolina
$333K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$309K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$304K +$69K +1,500 +30%
VWA
40
Valued Wealth Advisors
Utah
$302K -$1.01M -22,006 -77%
OA
41
Oceanside Advisors
South Carolina
$268K -$4.88K -106 -2%
EC
42
Eaton-Cambridge
Arizona
$241K -$30.6K -665 -11%
Citadel Advisors
43
Citadel Advisors
Florida
$222K -$106K -2,303 -32%
IFA
44
Index Fund Advisors
California
$209K -$452K -9,822 -68%
GLA
45
Good Life Advisors
Pennsylvania
$203K +$202K +4,398 New
TIM
46
Tortoise Investment Management
New York
$152K -$33.4K -726 -18%
BHWM
47
Beaird Harris Wealth Management
Texas
$137K -$159K -3,446 -54%
RLIM
48
Red Lighthouse Investment Management
New York
$46.2K – – –
Morgan Stanley
49
Morgan Stanley
New York
$30.3K +$30.2K +657 New
Osaic Holdings
50
Osaic Holdings
Arizona
$19.4K +$19.4K +422 New
1
2
3

AVSF Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2024, worth a combined $181M — up 2.1% from $178M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVSF positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $4.21M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $8.27M.

  • 54 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $181M of Avantis Short-Term Fixed Income ETF stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 8 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2024 was Corient Private Wealth, an estimated $4.21M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q2 2024 was Pacific Life Fund Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2024.