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Avantis Short-Term Fixed Income ETF

25 hedge funds and large institutions have $25.9M invested in Avantis Short-Term Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

25% more funds holding

Funds holding: 2025 (+5)

6.35% less ownership

Funds ownership: 39.83%33.47% (-6.4%)

12% less capital invested

Capital invested by funds: $29.4M → $25.9M (-$3.51M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Strategic Blueprint
Georgia
$5.21M +$1.18M +25,160 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.99M +$459K +9,766 +18%
PL
3
Plancorp LLC
Missouri
$2.97M
IC
4
Innealta Capital
Texas
$2.15M +$2.16M +46,000 New
IAN
5
Integrated Advisors Network
Texas
$1.84M +$311K +6,627 +20%
EWA
6
EverSource Wealth Advisors
Alabama
$1.53M +$94.4K +2,010 +7%
Jane Street
7
Jane Street
New York
$1.31M -$1.27M -27,041 -49%
VFP
8
Verus Financial Partners
Virginia
$1.07M +$1.07M +22,826 New
PAS
9
Park Avenue Securities
New York
$1.02M +$196K +4,170 +24%
BDWCC
10
B&D White Capital Company
Texas
$847K -$1.83K -39 -0.2%
CL
11
CPWM LLC
Washington
$750K +$753K +16,032 New
W
12
WorthPointe
California
$615K +$112K +2,389 +22%
CPA
13
Cardiff Park Advisors
California
$487K +$300K +6,375 +158%
WFA
14
Websterrogers Financial Advisors
South Carolina
$480K -$2.18M -46,406 -82%
SHFA
15
SC&H Financial Advisors
Maryland
$429K +$430K +9,156 New
Citadel Advisors
16
Citadel Advisors
Florida
$367K -$427K -9,093 -54%
EP
17
Equius Partners
California
$339K
TIM
18
Tortoise Investment Management
New York
$319K +$244K +5,200 +323%
AAM
19
Austin Asset Management
Texas
$295K
MRWM
20
ML&R Wealth Management
Texas
$271K +$272K +5,789 New
OIA
21
OneDigital Investment Advisors
Kansas
$211K +$211K +4,500 New
Osaic Holdings
22
Osaic Holdings
Arizona
$150K +$150K +3,200 New
MFC
23
Morris Financial Concepts
South Carolina
$117K -$1.18K -25 -1%
AF
24
Allworth Financial
California
$73K -$6.99M -148,857 -99%
GTAM
25
Global Trust Asset Management
Florida
$12K

AVSF Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2022, worth a combined $25.9M — down 12% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVSF positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Innealta Capital, opening a new position worth an estimated $2.16M. The largest seller was Allworth Financial, cutting an estimated $6.99M.

  • 25 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2022, up from 20 in Q1 2022.
  • Funds reported $25.9M of Avantis Short-Term Fixed Income ETF stock for Q2 2022, down 12% quarter-over-quarter.
  • 7 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2022 and 2 closed out, a net change of +5 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2022 was Innealta Capital, an estimated $2.16M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q2 2022 was Allworth Financial, an estimated $6.99M sold.

Based on aggregated 13F filings for Q2 2022.