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Avantis Short-Term Fixed Income ETF

110 hedge funds and large institutions have $626M invested in Avantis Short-Term Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

45% more funds holding

Funds holding: 76110 (+34)

42% more capital invested

Capital invested by funds: $442M → $626M (+$184M)

18.41% more ownership

Funds ownership: 64.67%83.08% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
110
Holders Change
+34
Holders Change %
+44.74%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
35
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
1
MASECO Private Wealth
$91.6M +$92M +1,955,930 New
SC
2
Savant Capital
Illinois
$82.6M -$19.7M -419,346 -19%
VFP
3
Verus Financial Partners
Virginia
$63.4M +$626K +13,308 +1%
LPL Financial
4
LPL Financial
California
$41.3M +$35M +744,007 +534%
FPI
5
Financial Plan Inc
Washington
$39.8M +$5.21M +110,763 +15%
SW
6
Simplicity Wealth
New Jersey
$34.2M +$3.08M +65,552 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.8M +$8M +169,904 +35%
Creative Planning
8
Creative Planning
Kansas
$18.7M -$799K -16,970 -4%
PLFA
9
Pacific Life Fund Advisors
California
$14.6M -$2.31M -49,163 -14%
PAS
10
Park Avenue Securities
New York
$12.7M +$12.7M +270,922 New
CA
11
CoreCap Advisors
Michigan
$10.9M +$8.68M +184,368 +376%
MWM
12
Mattern Wealth Management
Kansas
$9.61M +$532K +11,298 +6%
WRPWM
13
Werba Rubin Papier Wealth Management
California
$9.46M +$9.52M +202,236 New
FJWM
14
Ferguson Johnson Wealth Management
Maryland
$8.97M +$594K +12,618 +7%
AF
15
Allworth Financial
California
$8.47M +$8.51M +180,922 New
FVIM
16
Fort Vancouver Investment Management
Washington
$8.31M +$1.26M +26,737 +18%
SB
17
Strategic Blueprint
Georgia
$7.66M +$179K +3,811 +2%
HOWA
18
Heritage Oak Wealth Advisors
Florida
$7.25M +$7.29M +154,877 New
AI
19
Atria Investments
North Carolina
$6.5M +$6.53M +138,863 New
American Century Companies
20
American Century Companies
Missouri
$6.09M +$516K +10,967 +9%
MWM
21
McCartney Wealth Management
Missouri
$4.35M +$68.8K +1,463 +2%
AIC
22
Allodium Investment Consultants
Minnesota
$4.18M +$1.83M +38,910 +77%
PL
23
Plancorp LLC
Missouri
$4M
Corient Private Wealth
24
Corient Private Wealth
Florida
$3.9M -$3.76M -79,905 -49%
TW
25
Trajan Wealth
Arizona
$3.85M -$242K -5,134 -6%