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Avantis Short-Term Fixed Income ETF

76 hedge funds and large institutions have $442M invested in Avantis Short-Term Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

21% more funds holding

Funds holding: 6376 (+13)

6% more capital invested

Capital invested by funds: $418M → $442M (+$23.1M)

2.69% more ownership

Funds ownership: 61.98%64.67% (+2.7%)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
0.92%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
19
Increased
33
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$472K +$1.13K +24 +0.2%
MFC
52
Morris Financial Concepts
South Carolina
$455K -$6.79K -144 -1%
FFA
53
Farther Finance Advisors
California
$420K +$6.03K +128 +1%
AC
54
Apella Capital
Connecticut
$416K +$424 +9 +0.1%
NL
55
NWAM LLC
Washington
$404K -$26.3K -557 -6%
IAG
56
Investment Advisory Group
Massachusetts
$400K +$56.6K +1,200 +16%
TP
57
Trailhead Planners
Minnesota
$397K +$398K +8,441 New
WIA
58
World Investment Advisors
California
$357K +$357K +7,574 New
WFA
59
Websterrogers Financial Advisors
South Carolina
$334K
MW
60
Marrick Wealth
California
$332K +$333K +7,058 New
NA
61
NewEdge Advisors
Louisiana
$321K -$67.5K -1,433 -17%
Ameriprise
62
Ameriprise
Minnesota
$307K -$94.1K -1,997 -23%
EAM
63
Evanson Asset Management
California
$293K +$293K +6,215 New
Bank of America
64
Bank of America
North Carolina
$264K +$264K +5,607 New
OA
65
Oceanside Advisors
South Carolina
$227K -$6.74K -143 -3%
BH
66
Burk Holdings
Oklahoma
$220K +$12K +254 +6%
JFG
67
JDM Financial Group
Texas
$209K +$209K +4,435 New
BHWM
68
Beaird Harris Wealth Management
Texas
$171K
Jones Financial Companies
69
Jones Financial Companies
Missouri
$114K +$37.1K +787 +48%
Morgan Stanley
70
Morgan Stanley
New York
$52.4K +$5K +106 +11%
RLIM
71
Red Lighthouse Investment Management
New York
$47.1K
AFC
72
Ares Financial Consulting
California
$28K +$28K +594 New
LWM
73
Lodestone Wealth Management
Washington
$25.3K +$25.3K +537 New
LAS
74
Lloyd Advisory Services
Georgia
$24.1K +$24.1K +511 New
KFG
75
Kingdom Financial Group
Arizona
$5.25K +$5.28K +112 New