Avantis Short-Term Fixed Income ETF
AVSF
54 hedge funds and large institutions have $181M invested in Avantis Short-Term Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
6% more funds holding
Funds holding: 51 → 54 (+3)
2% more capital invested
Capital invested by funds: $178M → $181M (+$3.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.44% less ownership
Funds ownership: 51.15% → 49.71% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$4.21M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$3.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.67M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$2.2M |
| 5 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$8.27M |
| 2 |
Jane Street
New York
|
-$2.98M |
| 3 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$1.87M |
| 4 |
VWA
Valued Wealth Advisors
Holladay,
Utah
|
-$1.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$907K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $2.63K | +$2.62K | +57 | New |
|
|
LG
52
LAM Group
Lake Oswego,
Oregon
| $1.85K | -$230 | -5 | -11% |
|
|
EWA
53
EverSource Wealth Advisors
Birmingham,
Alabama
| $419 | – | – | – |
|
|
54
Jane Street
New York
| – | -$2.98M | -64,470 | Closed |
|
|
EGWAG
55
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| – | -$1.87M | -40,320 | Closed |
|
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$907K | -19,595 | Closed |
|
|
GWM
57
Grand Wealth Management
Grand Rapids,
Michigan
| – | -$705K | -15,240 | Closed |
|
|
MWA
58
Mills Wealth Advisors
Southlake,
Texas
| – | -$201K | -4,338 | Closed |
|
AVSF Hedge Fund Activity: Q2 2024 in Review
54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2024, worth a combined $181M — up 2.1% from $178M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AVSF positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $4.21M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $8.27M.
- 54 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2024, up from 51 in Q1 2024.
- Funds reported $181M of Avantis Short-Term Fixed Income ETF stock for Q2 2024, up 2.1% quarter-over-quarter.
- 8 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2024 was Corient Private Wealth, an estimated $4.21M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q2 2024 was Pacific Life Fund Advisors, an estimated $8.27M sold.
Based on aggregated 13F filings for Q2 2024.