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Avantis Short-Term Fixed Income ETF

62 hedge funds and large institutions have $504M invested in Avantis Short-Term Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

30% more capital invested

Capital invested by funds: $388M → $504M (+$116M)

14.62% more ownership

Funds ownership: 64.19%78.81% (+15%)

3% less funds holding

Funds holding: 6462 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
2
Increased
38
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
PrairieView Partners
Minnesota
$125M +$1.84M +39,465 +2%
MPW
2
MASECO Private Wealth
$73.7M +$73.1M +1,566,243 New
VFP
3
Verus Financial Partners
Virginia
$70.3M +$1.99M +42,661 +3%
SW
4
Simplicity Wealth
New Jersey
$61.1M +$31.8M +681,838 +110%
PLFA
5
Pacific Life Fund Advisors
California
$23.7M +$11.3M +241,671 +92%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$20.4M +$1.18M +25,313 +6%
Creative Planning
7
Creative Planning
Kansas
$16.8M +$189K +4,048 +1%
PAS
8
Park Avenue Securities
New York
$9.6M +$507K +10,861 +6%
MWM
9
Mattern Wealth Management
Kansas
$8.87M -$488K -10,462 -5%
LPL Financial
10
LPL Financial
California
$6.82M +$359K +7,696 +6%
SB
11
Strategic Blueprint
Georgia
$6.73M +$534K +11,447 +9%
FVIM
12
Fort Vancouver Investment Management
Washington
$6.53M -$66.1K -1,418 -1%
TW
13
Trajan Wealth
Arizona
$5.67M -$487K -10,448 -8%
WRPWM
14
Werba Rubin Papier Wealth Management
California
$5.34M -$12.8K -275 -0.2%
PL
15
Plancorp LLC
Missouri
$4.03M
Corient Private Wealth
16
Corient Private Wealth
Florida
$3.7M -$916K -19,636 -20%
American Century Companies
17
American Century Companies
Missouri
$3.65M +$320K +6,861 +10%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$3.29M +$116K +2,478 +4%
EPW
19
Endeavor Private Wealth
Kansas
$3.28M +$669K +14,347 +26%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.07M +$180K +3,850 +6%
IAN
21
Integrated Advisors Network
Texas
$2.89M +$13.7K +293 +0.5%
AWM
22
Axxcess Wealth Management
California
$2.66M +$8.07K +173 +0.3%
BDWCC
23
B&D White Capital Company
Texas
$2.61M +$38.6K +827 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.28M -$126K -2,694 -5%
Mariner
25
Mariner
Kansas
$2.05M +$155K +3,315 +8%

AVSF Hedge Fund Activity: Q2 2025 in Review

62 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q2 2025, worth a combined $504M — up 30% from $388M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AVSF and 2 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 38 added.

The largest buyer was Simplicity Wealth, adding an estimated $31.8M. The largest seller was Raymond James Financial, cutting an estimated $4.29M.

  • 62 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q2 2025, down from 64 in Q1 2025.
  • Funds reported $504M of Avantis Short-Term Fixed Income ETF stock for Q2 2025, up 30% quarter-over-quarter.
  • 2 funds opened new Avantis Short-Term Fixed Income ETF positions in Q2 2025 and 4 closed out, a net change of -2 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q2 2025 was Simplicity Wealth, an estimated $31.8M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $4.29M sold.

Based on aggregated 13F filings for Q2 2025.