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Avantis Short-Term Fixed Income ETF

63 hedge funds and large institutions have $418M invested in Avantis Short-Term Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 6263 (+1)

16.83% less ownership

Funds ownership: 78.81%61.98% (-17%)

17% less capital invested

Capital invested by funds: $504M → $418M (-$85.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
33
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$129M +$129M +2,738,144 New
VFP
2
Verus Financial Partners
Virginia
$73.2M +$2.19M +46,505 +3%
SW
3
Simplicity Wealth
New Jersey
$30M -$31.2M -664,216 -51%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.5M +$983K +20,913 +5%
PLFA
5
Pacific Life Fund Advisors
California
$20.4M -$3.41M -72,538 -14%
Creative Planning
6
Creative Planning
Kansas
$18.4M +$1.58M +33,519 +9%
PAS
7
Park Avenue Securities
New York
$10.4M +$806K +17,135 +8%
MWM
8
Mattern Wealth Management
Kansas
$8.37M -$538K -11,436 -6%
SB
9
Strategic Blueprint
Georgia
$7.01M +$252K +5,368 +4%
FVIM
10
Fort Vancouver Investment Management
Washington
$6.99M +$437K +9,283 +7%
LPL Financial
11
LPL Financial
California
$6.68M -$163K -3,461 -2%
WRPWM
12
Werba Rubin Papier Wealth Management
California
$6.24M +$877K +18,648 +16%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$5.33M +$2.03M +43,217 +62%
Jane Street
14
Jane Street
New York
$4.58M +$4.56M +96,947 New
TW
15
Trajan Wealth
Arizona
$4.4M -$1.29M -27,392 -23%
American Century Companies
16
American Century Companies
Missouri
$4.28M +$611K +13,000 +17%
PL
17
Plancorp LLC
Missouri
$4.05M
AF
18
Allworth Financial
California
$3.83M +$1.79M +37,970 +88%
Corient Private Wealth
19
Corient Private Wealth
Florida
$3.77M +$52.9K +1,124 +1%
EPW
20
Endeavor Private Wealth
Kansas
$3.33M +$39.4K +837 +1%
IAN
21
Integrated Advisors Network
Texas
$3.07M +$173K +3,673 +6%
AWM
22
Axxcess Wealth Management
California
$2.84M +$171K +3,632 +6%
BDWCC
23
B&D White Capital Company
Texas
$2.69M +$77.9K +1,656 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.55M -$527K -11,197 -17%
Mariner
25
Mariner
Kansas
$2.31M +$249K +5,298 +12%

AVSF Hedge Fund Activity: Q3 2025 in Review

63 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Short-Term Fixed Income ETF (AVSF) for Q3 2025, worth a combined $418M — down 17% from $504M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSF positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $129M. The largest seller was MASECO Private Wealth, exiting entirely with an estimated $73.7M sold.

  • 63 institutional investors held Avantis Short-Term Fixed Income ETF (AVSF) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $418M of Avantis Short-Term Fixed Income ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 10 funds opened new Avantis Short-Term Fixed Income ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Avantis Short-Term Fixed Income ETF buyer in Q3 2025 was Savant Capital, an estimated $129M added.
  • The largest Avantis Short-Term Fixed Income ETF seller in Q3 2025 was MASECO Private Wealth, an estimated $73.7M sold.

Based on aggregated 13F filings for Q3 2025.