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Avantis Short-Term Fixed Income ETF

54 hedge funds and large institutions have $181M invested in Avantis Short-Term Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

6% more funds holding

Funds holding: 5154 (+3)

2% more capital invested

Capital invested by funds: $178M → $181M (+$3.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.44% less ownership

Funds ownership: 51.15%49.71% (-1.4%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
22
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFP
1
Verus Financial Partners
Virginia
$63M +$1.77M +38,523 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.7M +$1.33M +28,987 +10%
Creative Planning
3
Creative Planning
Kansas
$14.5M +$509K +11,060 +4%
WWP
4
WR Wealth Planners
Missouri
$7.7M -$29.6K -643 -0.4%
MWM
5
Mattern Wealth Management
Kansas
$7.25M +$395K +8,597 +6%
PLFA
6
Pacific Life Fund Advisors
California
$6.62M -$8.27M -179,833 -56%
TW
7
Trajan Wealth
Arizona
$5.96M -$317K -6,900 -5%
SB
8
Strategic Blueprint
Georgia
$5.72M +$76K +1,653 +1%
LPL Financial
9
LPL Financial
California
$5.7M +$426K +9,260 +8%
PAS
10
Park Avenue Securities
New York
$5.68M +$492K +10,700 +10%
Corient Private Wealth
11
Corient Private Wealth
Florida
$4.22M +$4.21M +91,488 New
PL
12
Plancorp LLC
Missouri
$3.85M
AWM
13
Axxcess Wealth Management
California
$3.53M +$3.3M +71,752 +1,495%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$2.72M +$46.7K +1,015 +2%
IAN
15
Integrated Advisors Network
Texas
$2.69M +$10.2K +221 +0.4%
FTUS
16
Flow Traders U.S.
New York
$2.68M +$2.67M +58,125 New
SW
17
Simplicity Wealth
New Jersey
$2.54M +$2.2M +47,755 +653%
FVIM
18
Fort Vancouver Investment Management
Washington
$2.17M +$2.16M +46,942 New
Mariner
19
Mariner
Kansas
$1.85M +$119K +2,588 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.76M +$156K +3,385 +10%
AF
21
Allworth Financial
California
$1.73M -$17.1K -371 -1%
THL
22
Tillman Hartley LLC
Colorado
$1.7M +$39.1K +850 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.56M -$476K -10,338 -23%
American Century Companies
24
American Century Companies
Missouri
$1.45M +$525K +11,417 +57%
CPA
25
Cardiff Park Advisors
California
$1.28M -$8.79K -191 -0.7%

AVSF Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2024, worth a combined $181M — up 2.1% from $178M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVSF positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $4.21M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $8.27M.

  • 54 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $181M of Avantis Short-Term Fixed Income ETF stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 8 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2024 was Corient Private Wealth, an estimated $4.21M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q2 2024 was Pacific Life Fund Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2024.