Who Owns AVIG?
Avantis Core Fixed Income ETF — Institutional Ownership & 13F Holdings
$41.66
-0.09 (-0.22%)
Market Cap
$1.6B
Shares Outstanding
42,304,750
Institutional Holders
122
Total Inst. Value
$726.5M
% of Float Held
—
QoQ Holder Change
+62
Institutional data as of Q1 2025
New Positions
36
Closed Positions
15
Increased
51
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $154.9M | 3,743,384 |
| 2 | Verus Financial Partners, Inc. | $53.5M | 1,312,045 |
| 3 | Hill Investment Group Partners, LLC | $51.1M | 1,235,744 |
| 4 | Simplicity Wealth,LLCNew | $42.7M | 1,031,606 |
| 5 | Pacific Life Fund Advisors LLC | $41.3M | 996,823 |
| 6 | Arax Advisory PartnersNew | $26.7M | 645,396 |
| 7 | BCR Wealth Strategies, LLCNew | $24.6M | 594,831 |
| 8 | Highland Financial Advisors, LLCNew | $20.9M | 503,973 |
| 9 | REGATTA CAPITAL GROUP, LLC | $20.4M | 493,417 |
| 10 | Centennial Wealth Advisory LLCNew | $19.0M | 458,724 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +425K | $154.9M |
| Verus Financial Partners, Inc. | +37K | $53.5M |
| Simplicity Wealth,LLCNew | +1.0M | $42.7M |
| Arax Advisory PartnersNew | +645K | $26.7M |
| BCR Wealth Strategies, LLCNew | +595K | $24.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -5.8M | $8.4M |
| JANE STREET GROUP, LLC | -103K | $299K |
| Visionary Wealth Advisors | -98K | $1.9M |
| Pacific Life Fund Advisors LLC | -93K | $41.3M |
| Hill Investment Group Partners, LLC | -33K | $51.1M |
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Frequently Asked Questions
How many institutional investors hold AVIG?
As of Q1 2025, 122 institutional investors report holding AVIG (Avantis Core Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most AVIG?
The largest institutional holder of AVIG is AE Wealth Management LLC with $154.9M in shares.
Are institutions buying or selling AVIG?
This quarter, 36 institutions opened new positions in AVIG and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.