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Avantis Short-Term Fixed Income ETF

110 hedge funds and large institutions have $626M invested in Avantis Short-Term Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

45% more funds holding

Funds holding: 76110 (+34)

42% more capital invested

Capital invested by funds: $442M → $626M (+$184M)

18.41% more ownership

Funds ownership: 64.67%83.08% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
110
Holders Change
+34
Holders Change %
+44.74%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
35
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
PCG Wealth Advisors
Kansas
$1.41M -$71.7K -1,524 -5%
VAG
52
VisionPoint Advisory Group
Texas
$1.37M +$1.37M +29,211 New
SHFA
53
SC&H Financial Advisors
Maryland
$1.35M +$438K +9,310 +48%
KAS
54
Kestra Advisory Services
Texas
$1.31M -$3.15K -67 -0.2%
VCM
55
Virtue Capital Management
Tennessee
$1.27M +$1.28M +27,157 New
IA
56
IFP Advisors
Florida
$1.22M +$1.23M +26,174 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.19M +$1.2M +25,495 New
PAG
58
Private Advisor Group
New Jersey
$1.19M +$1.2M +25,405 New
SAM
59
Smartleaf Asset Management
Massachusetts
$1.19M +$1.2M +25,405 New
CCA
60
Clearwater Capital Advisors
Illinois
$1.03M -$139K -2,946 -12%
BCI
61
Brinker Capital Investments
Pennsylvania
$1M +$1.01M +21,462 New
HKIMG
62
Hutchens & Kramer Investment Management Group
Indiana
$989K +$994K +21,125 New
SL
63
SWMG LLC
Texas
$932K +$937K +19,907 New
CPA
64
Cardiff Park Advisors
California
$920K -$290K -6,164 -24%
LWPC
65
Legacy Wealth Partners (Colorado)
Colorado
$910K +$915K +19,437 New
FEM
66
Fulcrum Equity Management
Texas
$801K +$805K +17,107 New
GM
67
GeoWealth Management
Illinois
$701K +$705K +14,973 New
AFP
68
ATLas Financial Planning
Georgia
$605K
RA
69
RFG Advisory
Alabama
$578K +$581K +12,340 New
WEG
70
World Equity Group
Illinois
$564K +$568K +12,061 New
WAG
71
Wilkerson Advisory Group
Missouri
$533K -$10.3M -218,053 -95%
KWA
72
Kingswood Wealth Advisors
California
$517K +$519K +11,039 New
MFC
73
Morris Financial Concepts
South Carolina
$491K +$38.5K +819 +8%
AAS
74
Ameritas Advisory Services
Nebraska
$469K +$565 +12 +0.1%
TP
75
Trailhead Planners
Minnesota
$423K +$28.2K +599 +7%