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Avantis Short-Term Fixed Income ETF

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.

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VFP
1
Verus Financial Partners
Virginia
$57.8M 1,273,148 +102,331 +9%
PLFA
2
Pacific Life Fund Advisors
California
$17.8M 391,148 -34,721 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.1M 221,959 +41,764 +23%
Jane Street
4
Jane Street
New York
$7.86M 172,672 +125,795 +268%
SB
5
Strategic Blueprint
Georgia
$5.39M 118,275 +264 +0.2%
PAS
6
Park Avenue Securities
New York
$4.31M 94,740 +15,092 +19%
PL
7
Plancorp LLC
Missouri
$3.8M 83,425
LPL Financial
8
LPL Financial
California
$3.34M 73,409 +5,942 +9%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$3.13M 68,656 +4,749 +7%
Corient Private Wealth
10
Corient Private Wealth
Florida
$3M 65,966 +7,905 +14%
IAN
11
Integrated Advisors Network
Texas
$2.59M 56,958 -2,440 -4%
EGWAG
12
Elwood & Goetz Wealth Advisory Group
Georgia
$2.47M 54,218 +54,218 New
AF
13
Allworth Financial
California
$1.82M 40,012 +22,188 +124%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.71M 36,944 +36,944 New
Mariner
15
Mariner
Kansas
$1.64M 36,033 +1,550 +4%
MWM
16
Mattern Wealth Management
Kansas
$1.57M 34,429 +34,429 New
EWA
17
EverSource Wealth Advisors
Alabama
$1.44M 31,531 +480 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.4M 30,756 +16,880 +122%
CPA
19
Cardiff Park Advisors
California
$1.29M 28,260 +126 +0.4%
SHFA
20
SC&H Financial Advisors
Maryland
$1.15M 25,328 -4,584 -15%
THL
21
Tillman Hartley LLC
Colorado
$1.14M 25,086 +10,300 +70%
MML Investors Services
22
MML Investors Services
Massachusetts
$714K 15,676 +15,676 New
GWM
23
Grand Wealth Management
Michigan
$694K 15,240 +15,240 New
IFA
24
Index Fund Advisors
California
$632K 13,876 +562 +4%
BDWCC
25
B&D White Capital Company
Texas
$489K 10,742 -2,598 -19%