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Avantis Short-Term Fixed Income ETF

63 hedge funds and large institutions have $418M invested in Avantis Short-Term Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 6263 (+1)

16.83% less ownership

Funds ownership: 78.81%61.98% (-17%)

17% less capital invested

Capital invested by funds: $504M → $418M (-$85.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
33
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$403K +$401K +8,526 New
NA
52
NewEdge Advisors
Louisiana
$390K -$276K -5,874 -42%
IAG
53
Investment Advisory Group
Massachusetts
$345K +$141K +3,000 +70%
WFA
54
Websterrogers Financial Advisors
South Carolina
$335K -$3.15K -67 -0.9%
OA
55
Oceanside Advisors
South Carolina
$234K +$9.26K +197 +4%
BH
56
Burk Holdings
Oklahoma
$209K
BHWM
57
Beaird Harris Wealth Management
Texas
$171K +$10.6K +225 +7%
TIM
58
Tortoise Investment Management
New York
$96.3K
Jones Financial Companies
59
Jones Financial Companies
Missouri
$77K +$62.2K +1,322 +426%
Morgan Stanley
60
Morgan Stanley
New York
$47.5K -$94 -2 -0.2%
RLIM
61
Red Lighthouse Investment Management
New York
$47.2K
UBS Group
62
UBS Group
Switzerland
$4.01K +$4K +85 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.44K +52 New
MPW
64
MASECO Private Wealth
-$73.7M -1,566,243 Closed
FTUS
65
Flow Traders U.S.
New York
-$1.71M -36,268 Closed
LSA
66
Lion Street Advisors
Texas
-$701K -14,909 Closed
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
-$313K -6,648 Closed
IFA
68
Index Fund Advisors
California
-$248K -5,276 Closed
PSFG
69
Park Square Financial Group
Georgia
-$122K -2,602 Closed
Raymond James Financial
70
Raymond James Financial
Florida
-$21.9K -466 Closed

AVSF Hedge Fund Activity: Q3 2025 in Review

63 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q3 2025, worth a combined $418M — down 17% from $504M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSF positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $129M. The largest seller was MASECO Private Wealth, exiting entirely with an estimated $73.7M sold.

  • 63 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $418M of Avantis Short-Term Fixed Income ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 10 funds opened new Avantis Short-Term Fixed Income ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q3 2025 was Savant Capital, an estimated $129M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q3 2025 was MASECO Private Wealth, an estimated $73.7M sold.

Based on aggregated 13F filings for Q3 2025.