We are live on ! Find out more
AVSF icon

Avantis Short-Term Fixed Income ETF

25 hedge funds and large institutions have $63.1M invested in Avantis Short-Term Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more capital invested

Capital invested by funds: $25.9M → $63.1M (+$37.2M)

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

19.84% more ownership

Funds ownership: 33.47%53.31% (+20%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFP
1
Verus Financial Partners
Virginia
$32.2M +$32M +685,488 +3,003%
SB
2
Strategic Blueprint
Georgia
$5.16M +$79.3K +1,700 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.09M +$1.21M +25,852 +41%
PL
4
Plancorp LLC
Missouri
$2.89M
IAN
5
Integrated Advisors Network
Texas
$2.44M +$662K +14,194 +36%
AF
6
Allworth Financial
California
$2.33M +$2.31M +49,610 +3,164%
IC
7
Innealta Capital
Texas
$2.1M
CL
8
CPWM LLC
Washington
$1.75M +$1.04M +22,233 +139%
PAS
9
Park Avenue Securities
New York
$1.68M +$708K +15,179 +70%
EWA
10
EverSource Wealth Advisors
Alabama
$1.58M +$82.6K +1,772 +5%
WFA
11
WMG Financial Advisors
Tennessee
$1.11M +$1.13M +24,300 New
SHFA
12
SC&H Financial Advisors
Maryland
$888K +$480K +10,297 +112%
BDWCC
13
B&D White Capital Company
Texas
$802K -$24.1K -517 -3%
W
14
WorthPointe
California
$593K -$7.51K -161 -1%
IFA
15
Index Fund Advisors
California
$585K +$598K +12,830 New
CPA
16
Cardiff Park Advisors
California
$534K +$60.3K +1,294 +12%
Jane Street
17
Jane Street
New York
$359K -$941K -20,183 -72%
NL
18
NWAM LLC
Washington
$328K +$335K +7,186 New
TIM
19
Tortoise Investment Management
New York
$308K -$2.33K -50 -0.7%
EP
20
Equius Partners
California
$306K -$24.8K -532 -7%
AAM
21
Austin Asset Management
Texas
$287K
MRWM
22
ML&R Wealth Management
Texas
$264K
OIA
23
OneDigital Investment Advisors
Kansas
$205K
Osaic Holdings
24
Osaic Holdings
Arizona
$192K +$47K +1,008 +32%
MFC
25
Morris Financial Concepts
South Carolina
$146K +$33.2K +713 +29%

AVSF Hedge Fund Activity: Q3 2022 in Review

25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q3 2022, worth a combined $63.1M — up 144% from $25.9M a quarter earlier.

Fund positioning in AVSF was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 5 trimmed.

The largest buyer was Verus Financial Partners, adding an estimated $32M. The largest seller was Jane Street, cutting an estimated $941K.

  • 25 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $63.1M of Avantis Short-Term Fixed Income ETF stock for Q3 2022, up 144% quarter-over-quarter.
  • 3 funds opened new Avantis Short-Term Fixed Income ETF positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q3 2022 was Verus Financial Partners, an estimated $32M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q3 2022 was Jane Street, an estimated $941K sold.

Based on aggregated 13F filings for Q3 2022.