Who Owns AVMU?
Avantis Core Municipal Fixed Income ETF — Institutional Ownership & 13F Holdings
$46.46
-0.04 (-0.10%)
Market Cap
$157.6M
Shares Outstanding
3,362,361
Institutional Holders
40
Total Inst. Value
$56.0M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
10
Closed Positions
5
Increased
10
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Mattern Wealth Management LLCNew | $12.1M | 265,222 |
| 2 | Beaird Harris Wealth Management, LLC | $11.6M | 253,990 |
| 3 | Plancorp, LLC | $6.6M | 144,218 |
| 4 | JANE STREET GROUP, LLC | $3.8M | 83,535 |
| 5 | Financial Engines Advisors L.L.C. | $3.5M | 77,972 |
| 6 | Strategic Financial Concepts, LLC | $2.4M | 53,039 |
| 7 | Advisory Resource Group | $2.3M | 51,164 |
| 8 | PrairieView Partners, LLCNew | $1.8M | 40,069 |
| 9 | L.K. Benson & Company, P.C. | $1.4M | 31,215 |
| 10 | Waverly Advisors, LLC | $1.4M | 30,875 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Mattern Wealth Management LLCNew | +265K | $12.1M |
| JANE STREET GROUP, LLC | +72K | $3.8M |
| Advisory Resource Group | +3K | $2.3M |
| PrairieView Partners, LLCNew | +40K | $1.8M |
| L.K. Benson & Company, P.C. | +105 | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -1.6M | $2.4M |
| ENVESTNET ASSET MANAGEMENT INC | -17K | $31K |
| Financial Engines Advisors L.L.C. | -16K | $3.5M |
| Corient Private Wealth LLC | -6K | $303 |
| Financial Partners Group, Inc | -4K | $8K |
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Frequently Asked Questions
How many institutional investors hold AVMU?
As of Q1 2025, 40 institutional investors report holding AVMU (Avantis Core Municipal Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most AVMU?
The largest institutional holder of AVMU is Mattern Wealth Management LLC with $12.1M in shares.
Are institutions buying or selling AVMU?
This quarter, 10 institutions opened new positions in AVMU and 5 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.