Avantis Short-Term Fixed Income ETF
AVSF
53 hedge funds and large institutions have $236M invested in Avantis Short-Term Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
30% more capital invested
Capital invested by funds: $181M → $236M (+$54.5M)
5.02% more ownership
Funds ownership: 49.71% → 54.73% (+5%)
2% less funds holding
Funds holding: 54 → 53 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$19.7M |
| 2 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
+$19.4M |
| 3 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
+$4.11M |
| 4 |
FVIM
Fort Vancouver Investment Management
Vancouver,
Washington
|
+$3.62M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$6.62M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$929K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$457K |
| 4 |
TA
TFB Advisors
Overland Park,
Kansas
|
-$364K |
| 5 |
TW
Trajan Wealth
Scottsdale,
Arizona
|
-$357K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jones Financial Companies
Des Peres,
Missouri
| $11.3K | +$11.2K | +239 | New |
|
|
LG
52
LAM Group
Lake Oswego,
Oregon
| $3.54K | +$1.63K | +35 | +88% |
|
|
EWA
53
EverSource Wealth Advisors
Birmingham,
Alabama
| $424 | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $22 | – | – | – |
|
|
PLFA
55
Pacific Life Fund Advisors
Newport Beach,
California
| – | -$6.62M | -143,354 | Closed |
|
|
AAS
56
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$457K | -9,909 | Closed |
|
|
TA
57
TFB Advisors
Overland Park,
Kansas
| – | -$364K | -7,879 | Closed |
|
58
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$309K | -6,701 | Closed |
|
59
US Bancorp
Minneapolis,
Minnesota
| – | -$2.63K | -57 | Closed |
|
AVSF Hedge Fund Activity: Q3 2024 in Review
53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q3 2024, worth a combined $236M — up 30% from $181M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AVSF and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 30 added.
The largest buyer was Simplicity Wealth, adding an estimated $19.7M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $6.62M sold.
- 53 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q3 2024, down from 54 in Q2 2024.
- Funds reported $236M of Avantis Short-Term Fixed Income ETF stock for Q3 2024, up 30% quarter-over-quarter.
- 4 funds opened new Avantis Short-Term Fixed Income ETF positions in Q3 2024 and 5 closed out, a net change of -1 holder.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q3 2024 was Simplicity Wealth, an estimated $19.7M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q3 2024 was Pacific Life Fund Advisors, an estimated $6.62M sold.
Based on aggregated 13F filings for Q3 2024.