We are live on ! Find out more
AVSF icon

Avantis Short-Term Fixed Income ETF
AVSF

64 hedge funds and large institutions have $388M invested in Avantis Short-Term Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more capital invested

Capital invested by funds: $330M → $388M (+$57.8M)

7.1% more ownership

Funds ownership: 57.09% → 64.19% (+7.1%)

5% more funds holding

Funds holding: 61 → 64 (+3)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
41
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
+$28.6M
2
FVIM
Fort Vancouver Investment Management
Washington
+$6.5M
3
Raymond James Financial
Raymond James Financial
Florida
+$4.29M
4
FTUS
Flow Traders U.S.
New York
+$2.58M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
PLFA
Pacific Life Fund Advisors
California
-$1.21M
2
AAS
Ameritas Advisory Services
Nebraska
-$459K
3
CCA
Clearwater Capital Advisors
Illinois
-$419K
4
PP
PrairieView Partners
Minnesota
-$62.5K
5
UBS Group
UBS Group
Switzerland
-$38.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.39M +$347K +7,481 +17%
AF
27
Allworth Financial
California
$2.04M -$27.5K -592 -1%
Mariner
28
Mariner
Kansas
$1.88M +$32.4K +698 +2%
EC
29
Eaton-Cambridge
Arizona
$1.75M +$1.5M +32,251 +617%
THL
30
Tillman Hartley LLC
Colorado
$1.72M +$7.33K +158 +0.4%
CA
31
Clune & Associates
Illinois
$1.47M +$25.9K +558 +2%
VWA
32
Valued Wealth Advisors
Utah
$1.44M +$1.07M +22,974 +291%
AIC
33
Allodium Investment Consultants
Minnesota
$1.42M +$295K +6,359 +26%
CA
34
CoreCap Advisors
Michigan
$1.41M +$1.05M +22,700 +308%
AWMNY
35
Arcadia Wealth Management (New York)
New York
$1.38M +$223K +4,804 +19%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.37M +$144K +3,096 +12%
NWM
37
Navigoe Wealth Management
California
$1.22M +$305K +6,576 +34%
CPA
38
Cardiff Park Advisors
California
$1.19M +$32K +690 +3%
CCA
39
Clearwater Capital Advisors
Illinois
$1.1M -$419K -9,039 -28%
MWM
40
McMill Wealth Management
Nebraska
$1.1M +$184K +3,966 +20%
NA
41
NewEdge Advisors
Louisiana
$1.06M +$1.05M +22,700 New
SHFA
42
SC&H Financial Advisors
Maryland
$927K -$7.47K -161 -0.8%
Jane Street
43
Jane Street
New York
$900K +$893K +19,258 New
AWM
44
AE Wealth Management
Kansas
$684K +$511K +11,025 +306%
LSA
45
Lion Street Advisors
Texas
$619K +$37.9K +817 +7%
GLA
46
Good Life Advisors
Pennsylvania
$574K +$181K +3,900 +47%
PAM
47
Pacific Asset Management
Washington
$567K +$208K +4,476 +58%
OMC
48
Old Mission Capital
Illinois
$464K +$461K +9,935 New
MFC
49
Morris Financial Concepts
South Carolina
$434K +$1.58K +34 +0.4%
NL
50
NWAM LLC
Washington
$416K +$1.95K +42 +0.5%
1
2
3

AVSF Hedge Fund Activity: Q1 2025 in Review

64 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q1 2025, worth a combined $388M — up 17% from $330M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVSF positions and 4 closed out — a net gain of 4 holders — while 41 added to existing stakes and 9 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $28.6M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $1.21M.

  • 64 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q1 2025, up from 61 in Q4 2024.
  • Funds reported $388M of Avantis Short-Term Fixed Income ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 8 funds opened new Avantis Short-Term Fixed Income ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q1 2025 was Simplicity Wealth, an estimated $28.6M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q1 2025 was Pacific Life Fund Advisors, an estimated $1.21M sold.

Based on aggregated 13F filings for Q1 2025.