Avantis Short-Term Fixed Income ETF
AVSF
41 hedge funds and large institutions have $141M invested in Avantis Short-Term Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
24% more funds holding
Funds holding: 33 → 41 (+8)
18% more capital invested
Capital invested by funds: $120M → $141M (+$21M)
4% more ownership
Funds ownership: 51.81% → 55.81% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.75M |
| 2 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$4.68M |
| 3 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$2.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.91M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$1.59M |
| 2 |
TA
TFB Advisors
Overland Park,
Kansas
|
-$400K |
| 3 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
-$252K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$214K |
| 5 |
SHFA
SC&H Financial Advisors
Sparks,
Maryland
|
-$209K |
AVSF Hedge Fund Activity: Q3 2023 in Review
41 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q3 2023, worth a combined $141M — up 18% from $120M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AVSF positions and 4 closed out — a net gain of 8 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $5.75M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $1.59M.
- 41 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $141M of Avantis Short-Term Fixed Income ETF stock for Q3 2023, up 18% quarter-over-quarter.
- 12 funds opened new Avantis Short-Term Fixed Income ETF positions in Q3 2023 and 4 closed out, a net change of +8 holders.
- The largest Avantis Short-Term Fixed Income ETF buyer in Q3 2023 was Jane Street, an estimated $5.75M added.
- The largest Avantis Short-Term Fixed Income ETF seller in Q3 2023 was Pacific Life Fund Advisors, an estimated $1.59M sold.
Based on aggregated 13F filings for Q3 2023.