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Avantis Short-Term Fixed Income ETF

76 hedge funds and large institutions have $442M invested in Avantis Short-Term Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

21% more funds holding

Funds holding: 6376 (+13)

6% more capital invested

Capital invested by funds: $418M → $442M (+$23.1M)

2.69% more ownership

Funds ownership: 61.98%64.67% (+2.7%)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
0.92%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
19
Increased
33
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$103M -$26.1M -554,773 -20%
VFP
2
Verus Financial Partners
Virginia
$63.3M -$9.75M -206,884 -13%
FPI
3
Financial Plan Inc
Washington
$34.9M +$34.9M +740,489 New
SW
4
Simplicity Wealth
New Jersey
$31.4M +$1.46M +30,981 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23M +$1.62M +34,429 +8%
Creative Planning
6
Creative Planning
Kansas
$19.6M +$1.24M +26,290 +7%
PLFA
7
Pacific Life Fund Advisors
California
$17M -$3.29M -69,769 -16%
WAG
8
Wilkerson Advisory Group
Missouri
$10.8M +$10.8M +229,438 New
MWM
9
Mattern Wealth Management
Kansas
$9.13M +$787K +16,702 +9%
FJWM
10
Ferguson Johnson Wealth Management
Maryland
$8.43M +$8.44M +179,102 New
Corient Private Wealth
11
Corient Private Wealth
Florida
$7.69M +$3.93M +83,483 +105%
SB
12
Strategic Blueprint
Georgia
$7.52M +$537K +11,404 +8%
FVIM
13
Fort Vancouver Investment Management
Washington
$7.1M +$127K +2,686 +2%
LPL Financial
14
LPL Financial
California
$6.56M -$104K -2,208 -2%
American Century Companies
15
American Century Companies
Missouri
$5.61M +$1.34M +28,465 +31%
AWM
16
Axxcess Wealth Management
California
$5.26M +$2.43M +51,496 +86%
MWM
17
McCartney Wealth Management
Missouri
$4.31M +$4.32M +91,565 New
TW
18
Trajan Wealth
Arizona
$4.12M -$270K -5,730 -6%
PL
19
Plancorp LLC
Missouri
$4.03M
EPW
20
Endeavor Private Wealth
Kansas
$3.78M +$456K +9,669 +14%
MWM
21
Maimon Wealth Management
Israel
$3.49M +$3.5M +74,180 New
FPAS
22
Focus Partners Advisor Solutions
Missouri
$3.28M -$2.05M -43,504 -38%
NA
23
Networth Advisors
Pennsylvania
$3.09M +$3.09M +65,635 New
IAN
24
Integrated Advisors Network
Texas
$2.96M -$109K -2,306 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.86M +$320K +6,790 +13%