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Avantis Short-Term Fixed Income ETF

62 hedge funds and large institutions have $504M invested in Avantis Short-Term Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

30% more capital invested

Capital invested by funds: $388M → $504M (+$116M)

14.62% more ownership

Funds ownership: 64.19%78.81% (+15%)

3% less funds holding

Funds holding: 6462 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
2
Increased
38
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$2.03M -$23.3K -499 -1%
THL
27
Tillman Hartley LLC
Colorado
$1.86M +$131K +2,804 +8%
EC
28
Eaton-Cambridge
Arizona
$1.77M +$4.99K +107 +0.3%
NWM
29
Navigoe Wealth Management
California
$1.71M +$479K +10,262 +39%
CA
30
CoreCap Advisors
Michigan
$1.71M +$291K +6,246 +21%
FTUS
31
Flow Traders U.S.
New York
$1.71M -$1.88M -40,305 -53%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.67M +$290K +6,224 +21%
CA
33
Clune & Associates
Illinois
$1.55M +$66.3K +1,421 +5%
AWMNY
34
Arcadia Wealth Management (New York)
New York
$1.54M +$147K +3,150 +11%
AIC
35
Allodium Investment Consultants
Minnesota
$1.53M +$101K +2,163 +7%
MWM
36
McMill Wealth Management
Nebraska
$1.46M +$349K +7,485 +32%
CPA
37
Cardiff Park Advisors
California
$1.21M +$4.48K +96 +0.4%
CCA
38
Clearwater Capital Advisors
Illinois
$1.14M +$25.1K +538 +2%
SHFA
39
SC&H Financial Advisors
Maryland
$953K +$20K +429 +2%
AWM
40
AE Wealth Management
Kansas
$946K +$256K +5,493 +38%
LSA
41
Lion Street Advisors
Texas
$701K +$77.5K +1,661 +13%
NA
42
NewEdge Advisors
Louisiana
$665K -$400K -8,566 -38%
GLA
43
Good Life Advisors
Pennsylvania
$644K +$65.9K +1,413 +12%
VWA
44
Valued Wealth Advisors
Utah
$478K -$966K -20,699 -67%
PAM
45
Pacific Asset Management
Washington
$469K -$101K -2,165 -18%
NL
46
NWAM LLC
Washington
$424K +$6.72K +144 +2%
MFC
47
Morris Financial Concepts
South Carolina
$422K -$15.1K -324 -3%
FFA
48
Farther Finance Advisors
California
$419K +$1.21K +26 +0.3%
AC
49
Apella Capital
Connecticut
$413K
WFA
50
Websterrogers Financial Advisors
South Carolina
$336K

AVSF Hedge Fund Activity: Q2 2025 in Review

62 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2025, worth a combined $504M — up 30% from $388M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AVSF and 2 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 38 added.

The largest buyer was Simplicity Wealth, adding an estimated $31.8M. The largest seller was Raymond James Financial, cutting an estimated $4.29M.

  • 62 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2025, down from 64 in Q1 2025.
  • Funds reported $504M of Avantis Short-Term Fixed Income ETF stock for Q2 2025, up 30% quarter-over-quarter.
  • 2 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2025 and 4 closed out, a net change of -2 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2025 was Simplicity Wealth, an estimated $31.8M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $4.29M sold.

Based on aggregated 13F filings for Q2 2025.