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Avantis Short-Term Fixed Income ETF
AVSF

61 hedge funds and large institutions have $330M invested in Avantis Short-Term Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $236M → $330M (+$94.5M)

15% more funds holding

Funds holding: 53 → 61 (+8)

2.36% more ownership

Funds ownership: 54.73% → 57.09% (+2.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
27
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
PrairieView Partners
Minnesota
+$103M
2
PLFA
Pacific Life Fund Advisors
California
+$13.4M
3
VFP
Verus Financial Partners
Virginia
+$1.8M
4
BDWCC
B&D White Capital Company
Texas
+$1.62M
5
PAS
Park Avenue Securities
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$22.5M
2
FVIM
Fort Vancouver Investment Management
Washington
-$5.86M
3
FTUS
Flow Traders U.S.
New York
-$3.63M
4
Jane Street
Jane Street
New York
-$1.84M
5
Citadel Advisors
Citadel Advisors
Florida
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1
PrairieView Partners
Minnesota
$121M +$103M +2,210,289 +532%
VFP
2
Verus Financial Partners
Virginia
$65.7M +$1.8M +38,713 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.1M +$811K +17,448 +5%
Creative Planning
4
Creative Planning
Kansas
$15.8M +$899K +19,348 +6%
PLFA
5
Pacific Life Fund Advisors
California
$13.3M +$13.4M +288,282 New
WWP
6
WR Wealth Planners
Missouri
$8.57M +$432K +9,300 +5%
MWM
7
Mattern Wealth Management
Kansas
$8.44M +$274K +5,892 +3%
PAS
8
Park Avenue Securities
New York
$7.79M +$1.28M +27,573 +20%
SB
9
Strategic Blueprint
Georgia
$5.92M +$292K +6,284 +5%
LPL Financial
10
LPL Financial
California
$5.5M +$107K +2,293 +2%
TW
11
Trajan Wealth
Arizona
$4.96M -$647K -13,914 -11%
Corient Private Wealth
12
Corient Private Wealth
Florida
$4.5M -$34.2K -735 -0.7%
WRPWM
13
Werba Rubin Papier Wealth Management
California
$4.29M +$233K +5,012 +6%
PL
14
Plancorp LLC
Missouri
$3.96M – – –
American Century Companies
15
American Century Companies
Missouri
$2.81M +$509K +10,953 +22%
IAN
16
Integrated Advisors Network
Texas
$2.81M -$66.3K -1,427 -2%
AWM
17
Axxcess Wealth Management
California
$2.6M -$17.8K -384 -0.7%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$2.56M -$273K -5,867 -10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.42M +$417K +8,973 +21%
EPW
20
Endeavor Private Wealth
Kansas
$2.39M +$2.41M +51,842 New
BDWCC
21
B&D White Capital Company
Texas
$2.11M +$1.62M +34,754 +317%
AF
22
Allworth Financial
California
$2.04M -$42.3K -910 -2%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.02M +$213K +4,577 +12%
Mariner
24
Mariner
Kansas
$1.83M -$96.4K -2,074 -5%
THL
25
Tillman Hartley LLC
Colorado
$1.69M – – –
1
2 3

AVSF Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q4 2024, worth a combined $330M — up 40% from $236M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVSF positions and 4 closed out — a net gain of 9 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was PrairieView Partners, adding an estimated $103M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $22.5M sold.

  • 61 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $330M of Avantis Short-Term Fixed Income ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 13 funds opened new Avantis Short-Term Fixed Income ETF positions in Q4 2024 and 4 closed out, a net change of +9 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q4 2024 was PrairieView Partners, an estimated $103M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q4 2024 was Simplicity Wealth, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2024.