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Avantis Short-Term Fixed Income ETF

64 hedge funds and large institutions have $388M invested in Avantis Short-Term Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more capital invested

Capital invested by funds: $330M → $388M (+$57.8M)

7.1% more ownership

Funds ownership: 57.09%64.19% (+7.1%)

5% more funds holding

Funds holding: 6164 (+3)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
41
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
PrairieView Partners
Minnesota
$123M -$62.5K -1,347 -0.1%
VFP
2
Verus Financial Partners
Virginia
$67.9M +$1.43M +30,849 +2%
SW
3
Simplicity Wealth
New Jersey
$28.9M +$28.6M +617,528 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.1M +$1.73M +37,315 +10%
Creative Planning
5
Creative Planning
Kansas
$16.5M +$455K +9,813 +3%
PLFA
6
Pacific Life Fund Advisors
California
$12.3M -$1.21M -26,075 -9%
MWM
7
Mattern Wealth Management
Kansas
$9.31M +$754K +16,258 +9%
PAS
8
Park Avenue Securities
New York
$9.03M +$1.13M +24,332 +14%
FVIM
9
Fort Vancouver Investment Management
Washington
$6.55M +$6.5M +140,226 New
LPL Financial
10
LPL Financial
California
$6.41M +$838K +18,075 +15%
SB
11
Strategic Blueprint
Georgia
$6.15M +$146K +3,149 +2%
TW
12
Trajan Wealth
Arizona
$6.13M +$1.09M +23,505 +22%
WRPWM
13
Werba Rubin Papier Wealth Management
California
$5.32M +$962K +20,740 +22%
Corient Private Wealth
14
Corient Private Wealth
Florida
$4.6M +$34.8K +750 +0.8%
Raymond James Financial
15
Raymond James Financial
Florida
$4.33M +$4.29M +92,542 New
PL
16
Plancorp LLC
Missouri
$4M -$6.96K -150 -0.2%
FTUS
17
Flow Traders U.S.
New York
$3.58M +$2.58M +55,645 +266%
American Century Companies
18
American Century Companies
Missouri
$3.31M +$456K +9,839 +16%
Citadel Advisors
19
Citadel Advisors
Florida
$3.19M +$2.58M +55,624 +442%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$3.15M +$562K +12,112 +22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.87M +$410K +8,843 +17%
IAN
22
Integrated Advisors Network
Texas
$2.86M +$13.8K +298 +0.5%
AWM
23
Axxcess Wealth Management
California
$2.63M +$2.37K +51 +0.1%
EPW
24
Endeavor Private Wealth
Kansas
$2.59M +$163K +3,525 +7%
BDWCC
25
B&D White Capital Company
Texas
$2.56M +$411K +8,860 +19%

AVSF Hedge Fund Activity: Q1 2025 in Review

64 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q1 2025, worth a combined $388M — up 17% from $330M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVSF positions and 4 closed out — a net gain of 4 holders — while 41 added to existing stakes and 9 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $28.6M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $1.21M.

  • 64 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q1 2025, up from 61 in Q4 2024.
  • Funds reported $388M of Avantis Short-Term Fixed Income ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 8 funds opened new Avantis Short-Term Fixed Income ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q1 2025 was Simplicity Wealth, an estimated $28.6M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q1 2025 was Pacific Life Fund Advisors, an estimated $1.21M sold.

Based on aggregated 13F filings for Q1 2025.