Avantis Short-Term Fixed Income ETF
AVSF
51 hedge funds and large institutions have $178M invested in Avantis Short-Term Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
10% more capital invested
Capital invested by funds: $162M → $178M (+$15.5M)
9% more funds holding
Funds holding: 47 → 51 (+4)
9.06% less ownership
Funds ownership: 60.21% → 51.15% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
+$7.75M |
| 2 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$1.77M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.66M |
| 4 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$1.26M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$3.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.46M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$1.46M |
| 4 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$925K |
| 5 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$643K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
51
EverSource Wealth Advisors
Birmingham,
Alabama
| $412 | -$1.46M | -31,481 | -100% |
|
|
52
Corient Private Wealth
Miami,
Florida
| – | -$3.21M | -69,121 | Closed |
|
|
WCA
53
Waypoint Capital Advisors
Minneapolis,
Minnesota
| – | -$407K | -8,768 | Closed |
|
|
SIS
54
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$56.6K | -1,220 | Closed |
|
AVSF Hedge Fund Activity: Q1 2024 in Review
51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q1 2024, worth a combined $178M — up 9.6% from $162M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVSF positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was WR Wealth Planners, opening a new position worth an estimated $7.75M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $3.21M sold.
- 51 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q1 2024, up from 47 in Q4 2023.
- Funds reported $178M of Avantis Short-Term Fixed Income ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
- 7 funds opened new Avantis Short-Term Fixed Income ETF positions in Q1 2024 and 3 closed out, a net change of +4 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q1 2024 was WR Wealth Planners, an estimated $7.75M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q1 2024 was Corient Private Wealth, an estimated $3.21M sold.
Based on aggregated 13F filings for Q1 2024.