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Avantis Short-Term Fixed Income ETF

20 hedge funds and large institutions have $29.4M invested in Avantis Short-Term Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

94% more capital invested

Capital invested by funds: $15.2M → $29.4M (+$14.2M)

18% more funds holding

Funds holding: 1720 (+3)

10.61% more ownership

Funds ownership: 29.22%39.83% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$7.16M +$7.29M +150,425 New
SB
2
Strategic Blueprint
Georgia
$4.1M +$3.96M +81,635 +1,771%
PL
3
Plancorp LLC
Missouri
$3.02M
WFA
4
Websterrogers Financial Advisors
South Carolina
$2.69M +$2.75M +56,673 New
Jane Street
5
Jane Street
New York
$2.62M -$1.04M -21,365 -28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.57M +$704K +14,515 +37%
IAN
7
Integrated Advisors Network
Texas
$1.55M +$202K +4,176 +15%
EWA
8
EverSource Wealth Advisors
Alabama
$1.46M +$41.5K +856 +3%
BDWCC
9
B&D White Capital Company
Texas
$863K +$77.6K +1,600 +10%
PAS
10
Park Avenue Securities
New York
$835K +$272K +5,611 +47%
Citadel Advisors
11
Citadel Advisors
Florida
$806K +$155K +3,206 +23%
W
12
WorthPointe
California
$512K +$521K +10,758 New
EP
13
Equius Partners
California
$344K
AAM
14
Austin Asset Management
Texas
$300K
CPA
15
Cardiff Park Advisors
California
$191K
MFC
16
Morris Financial Concepts
South Carolina
$120K +$56.4K +1,163 +86%
UBS Group
17
UBS Group
Switzerland
$106K +$108K +2,231 New
TIM
18
Tortoise Investment Management
New York
$77K
Jones Financial Companies
19
Jones Financial Companies
Missouri
$24K +$24.2K +500 New
GTAM
20
Global Trust Asset Management
Florida
$12K
PA
21
Parallel Advisors
California
-$71.7K -1,480 Closed

AVSF Hedge Fund Activity: Q1 2022 in Review

20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q1 2022, worth a combined $29.4M — up 94% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AVSF positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $7.29M. The largest seller was Jane Street, cutting an estimated $1.04M.

  • 20 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q1 2022, up from 17 in Q4 2021.
  • Funds reported $29.4M of Avantis Short-Term Fixed Income ETF stock for Q1 2022, up 94% quarter-over-quarter.
  • 5 funds opened new Avantis Short-Term Fixed Income ETF positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q1 2022 was Allworth Financial, an estimated $7.29M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q1 2022 was Jane Street, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2022.