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Avantis Short-Term Fixed Income ETF
AVSF

61 hedge funds and large institutions have $330M invested in Avantis Short-Term Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $236M → $330M (+$94.5M)

15% more funds holding

Funds holding: 53 → 61 (+8)

2.36% more ownership

Funds ownership: 54.73% → 57.09% (+2.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
27
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
PrairieView Partners
Minnesota
+$103M
2
PLFA
Pacific Life Fund Advisors
California
+$13.4M
3
VFP
Verus Financial Partners
Virginia
+$1.8M
4
BDWCC
B&D White Capital Company
Texas
+$1.62M
5
PAS
Park Avenue Securities
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$22.5M
2
FVIM
Fort Vancouver Investment Management
Washington
-$5.86M
3
FTUS
Flow Traders U.S.
New York
-$3.63M
4
Jane Street
Jane Street
New York
-$1.84M
5
Citadel Advisors
Citadel Advisors
Florida
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Clearwater Capital Advisors
Illinois
$1.51M +$172K +3,698 +13%
CA
27
Clune & Associates
Illinois
$1.43M +$1.44M +30,900 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.21M +$1.22M +26,147 New
CPA
29
Cardiff Park Advisors
California
$1.15M -$83.7K -1,802 -7%
AWMNY
30
Arcadia Wealth Management (New York)
New York
$1.14M +$1.15M +24,757 New
AIC
31
Allodium Investment Consultants
Minnesota
$1.11M +$1.12M +24,056 New
FTUS
32
Flow Traders U.S.
New York
$966K -$3.63M -78,125 -79%
SHFA
33
SC&H Financial Advisors
Maryland
$923K +$36.1K +776 +4%
MWM
34
McMill Wealth Management
Nebraska
$905K +$912K +19,625 New
NWM
35
Navigoe Wealth Management
California
$905K +$912K +19,615 New
Citadel Advisors
36
Citadel Advisors
Florida
$581K -$680K -14,639 -54%
LSA
37
Lion Street Advisors
Texas
$574K +$41.9K +902 +8%
AAS
38
Ameritas Advisory Services
Nebraska
$459K +$462K +9,949 New
MFC
39
Morris Financial Concepts
South Carolina
$427K +$39K +839 +10%
FFA
40
Farther Finance Advisors
California
$416K +$5.81K +125 +1%
NL
41
NWAM LLC
Washington
$409K +$5.86K +126 +1%
AC
42
Apella Capital
Connecticut
$407K – – –
GLA
43
Good Life Advisors
Pennsylvania
$387K +$72.6K +1,562 +23%
VWA
44
Valued Wealth Advisors
Utah
$364K +$48.2K +1,037 +15%
PAM
45
Pacific Asset Management
Washington
$353K +$356K +7,657 New
CA
46
CoreCap Advisors
Michigan
$340K +$222K +4,780 +184%
WFA
47
Websterrogers Financial Advisors
South Carolina
$330K – – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$285K – – –
IFA
49
Index Fund Advisors
California
$275K +$64.3K +1,384 +30%
OA
50
Oceanside Advisors
South Carolina
$252K +$9.53K +205 +4%
1
2
3

AVSF Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q4 2024, worth a combined $330M — up 40% from $236M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVSF positions and 4 closed out — a net gain of 9 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was PrairieView Partners, adding an estimated $103M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $22.5M sold.

  • 61 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $330M of Avantis Short-Term Fixed Income ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 13 funds opened new Avantis Short-Term Fixed Income ETF positions in Q4 2024 and 4 closed out, a net change of +9 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q4 2024 was PrairieView Partners, an estimated $103M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q4 2024 was Simplicity Wealth, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2024.