Avantis Short-Term Fixed Income ETF
AVSF
37 hedge funds and large institutions have $138M invested in Avantis Short-Term Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.
3,026% more capital inflows, than outflows
Capital inflows: $78.2M | Capital outflows: $2.5M
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
48% more funds holding
Funds holding: 25 → 37 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12.54% less ownership
Funds ownership: 84.01% → 71.47% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kestra Advisory Services
Austin,
Texas
|
+$28.4M |
| 2 |
Verus Financial Partners
Richmond,
Virginia
|
+$13.8M |
| 3 |
Jane Street
New York
|
+$8.36M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.69M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$978K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allworth Financial
Folsom,
California
|
-$1.46M |
| 2 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$287K |
| 3 |
ML&R Wealth Management
Austin,
Texas
|
-$264K |
| 4 |
Innealta Capital
Austin,
Texas
|
-$233K |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$205K |
AVSF Hedge Fund Activity: Q4 2022 in Review
37 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q4 2022, worth a combined $138M — up 119% from $63.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AVSF positions and 2 closed out — a net gain of 13 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $28.4M. The largest seller was Allworth Financial, cutting an estimated $1.46M.
- 37 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $138M of Avantis Short-Term Fixed Income ETF stock for Q4 2022, up 119% quarter-over-quarter.
- 15 funds opened new Avantis Short-Term Fixed Income ETF positions in Q4 2022 and 2 closed out, a net change of +13 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $28.4M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q4 2022 was Allworth Financial, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2022.