We are live on ! Find out more
AVSF icon

Avantis Short-Term Fixed Income ETF
AVSF

61 hedge funds and large institutions have $330M invested in Avantis Short-Term Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $236M → $330M (+$94.5M)

15% more funds holding

Funds holding: 53 → 61 (+8)

2.36% more ownership

Funds ownership: 54.73% → 57.09% (+2.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
27
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
PrairieView Partners
Minnesota
+$103M
2
PLFA
Pacific Life Fund Advisors
California
+$13.4M
3
VFP
Verus Financial Partners
Virginia
+$1.8M
4
BDWCC
B&D White Capital Company
Texas
+$1.62M
5
PAS
Park Avenue Securities
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$22.5M
2
FVIM
Fort Vancouver Investment Management
Washington
-$5.86M
3
FTUS
Flow Traders U.S.
New York
-$3.63M
4
Jane Street
Jane Street
New York
-$1.84M
5
Citadel Advisors
Citadel Advisors
Florida
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
51
Eaton-Cambridge
Arizona
$241K – – –
BH
52
Burk Holdings
Oklahoma
$204K +$205K +4,420 New
AWM
53
AE Wealth Management
Kansas
$166K +$167K +3,602 New
BHWM
54
Beaird Harris Wealth Management
Texas
$137K – – –
TIM
55
Tortoise Investment Management
New York
$94.1K – – –
RLIM
56
Red Lighthouse Investment Management
New York
$46.1K – – –
UBS Group
57
UBS Group
Switzerland
$38.2K +$38.4K +827 New
Morgan Stanley
58
Morgan Stanley
New York
$31.6K +$1.25K +27 +4%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$11.3K +$325 +7 +3%
LG
60
LAM Group
Oregon
$3.46K – – –
EWA
61
EverSource Wealth Advisors
Alabama
$415 – – –
Wells Fargo
62
Wells Fargo
California
$22 – – –
SW
63
Simplicity Wealth
New Jersey
– -$22.5M -476,671 Closed
FVIM
64
Fort Vancouver Investment Management
Washington
– -$5.86M -124,428 Closed
Jane Street
65
Jane Street
New York
– -$1.84M -39,117 Closed
Osaic Holdings
66
Osaic Holdings
Arizona
– -$19.4K -422 Closed
1 2
3

AVSF Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q4 2024, worth a combined $330M — up 40% from $236M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVSF positions and 4 closed out — a net gain of 9 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was PrairieView Partners, adding an estimated $103M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $22.5M sold.

  • 61 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $330M of Avantis Short-Term Fixed Income ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 13 funds opened new Avantis Short-Term Fixed Income ETF positions in Q4 2024 and 4 closed out, a net change of +9 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q4 2024 was PrairieView Partners, an estimated $103M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q4 2024 was Simplicity Wealth, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2024.