Avantis Short-Term Fixed Income ETF
AVSF
47 hedge funds and large institutions have $162M invested in Avantis Short-Term Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
15% more capital invested
Capital invested by funds: $141M → $162M (+$21.1M)
15% more funds holding
Funds holding: 41 → 47 (+6)
4.4% more ownership
Funds ownership: 55.81% → 60.21% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$13.2M |
| 2 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$3.96M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.75M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.41M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.23M |
| 2 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$2.19M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.71M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$294K |
| 5 |
AAM
Austin Asset Management
Austin,
Texas
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | -$15.4K | -338 | Closed |
|
AVSF Hedge Fund Activity: Q4 2023 in Review
47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q4 2023, worth a combined $162M — up 15% from $141M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AVSF positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $13.2M. The largest seller was Jane Street, cutting an estimated $5.23M.
- 47 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q4 2023, up from 41 in Q3 2023.
- Funds reported $162M of Avantis Short-Term Fixed Income ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 11 funds opened new Avantis Short-Term Fixed Income ETF positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q4 2023 was Creative Planning, an estimated $13.2M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q4 2023 was Jane Street, an estimated $5.23M sold.
Based on aggregated 13F filings for Q4 2023.