Avantis Short-Term Fixed Income ETF
AVSF
38 hedge funds and large institutions have $117M invested in Avantis Short-Term Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
3% more funds holding
Funds holding: 37 → 38 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less capital invested
Capital invested by funds: $138M → $117M (-$21.7M)
18.56% less ownership
Funds ownership: 71.47% → 52.91% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$3.21M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$2.75M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$1.29M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.24M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$28.5M |
| 2 |
Jane Street
New York
|
-$5.46M |
| 3 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
-$1M |
| 4 |
W
WorthPointe
La Jolla,
California
|
-$579K |
| 5 |
IC
Innealta Capital
Austin,
Texas
|
-$332K |
AVSF Hedge Fund Activity: Q1 2023 in Review
38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q1 2023, worth a combined $117M — down 16% from $138M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AVSF positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Verus Financial Partners, adding an estimated $3.21M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $28.5M sold.
- 38 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q1 2023, up from 37 in Q4 2022.
- Funds reported $117M of Avantis Short-Term Fixed Income ETF stock for Q1 2023, down 16% quarter-over-quarter.
- 6 funds opened new Avantis Short-Term Fixed Income ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q1 2023 was Verus Financial Partners, an estimated $3.21M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $28.5M sold.
Based on aggregated 13F filings for Q1 2023.