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Avantis Short-Term Fixed Income ETF
AVSF

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
21
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWP
1
WR Wealth Planners
Missouri
$7.75M
2
VFP
2
Verus Financial Partners
Virginia
$61.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.4M
4
MWM
4
Mattern Wealth Management
Kansas
$6.87M
5
LPL Financial
5
LPL Financial
California
$5.28M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$329K
3
EWA
3
EverSource Wealth Advisors
Alabama
$412
4
PLFA
4
Pacific Life Fund Advisors
California
$15M
5
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$412 -$1.44M -31,481 -100%
Corient Private Wealth
52
Corient Private Wealth
Florida
– -$3.21M -69,121 Closed
WCA
53
Waypoint Capital Advisors
Minnesota
– -$407K -8,768 Closed
SIS
54
Sound Income Strategies
Florida
– -$56.6K -1,220 Closed
1 2
3