Avantis Core Fixed Income
AVIG • ARCA
Avantis Core Fixed Income is an exchange-traded fund on ARCA. As of Q3 2025, 128 institutional investors hold shares in this ETF, with total holdings valued at $1.1B. AE Wealth Management LLC is the largest holder with a position valued at $215.0M.
Overview
Overview of institutional ownership in AVIG as of Q3 2025
All Institutions
- Institutions
- 128
- Value Held
- $1.1B
- Shares Held
- 26.6M
- Avg Position
- $8.7M
- Median Position
- $1.6M
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $3.1M
- Shares Held
- 73.7K
- Avg Position
- $1.0M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in AVIG as of Q3 2025
| Institution | Position Value |
|---|---|
 AE Wealth Management LLC RIA/Wealth | $215.0M 1.41% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $67.6M 0.02% of portfolio |
 Verus Financial Partners, Inc. RIA/Wealth | $59.0M 5.70% of portfolio |
 MORGAN STANLEY RIA/Wealth | $56.2M 0.00% of portfolio |
 Hill Investment Group Partners, LLC RIA/Wealth | $54.0M 6.58% of portfolio |
 Pacific Life Fund Advisors LLC Fund of Funds | $47.8M 4.90% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $46.0M 2.68% of portfolio |
 Buckingham Strategic Partners RIA/Wealth | $40.9M 0.46% of portfolio |
L LPL Financial LLC Institution | $34.8M 0.01% of portfolio |
 BCR Wealth Strategies, LLC RIA/Wealth | $28.5M 12.62% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVIG in Q3 2025
- Traded
- +$124.8M
- Buyers
- 86
- Sellers
- 36
- Total Bought
- +$232.9M
- Total Sold
- −$108.1M
- Avg Position
- $8.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$56.0M +1.3M shares |
AE Wealth Management LLC RIA/Wealth | +$38.8M +921.2K shares |
Buckingham Strategic Partners RIA/Wealth | +$22.2M +527.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$21.7M +515.6K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$18.9M +448.6K shares |
 BB&T CORP Institution | +$15.9M +378.8K shares |
B Buck Wealth Strategies, LLC RIA/Wealth | +$6.8M +160.6K shares |
 Kestra Investment Management, LLC Long Only Manager | +$3.6M +85.4K shares |
 CWM, LLC RIA/Wealth | +$3.6M +84.7K shares |
 Independent Advisor Alliance RIA/Wealth | +$3.2M +76.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Simplicity Wealth,LLC RIA/Wealth | −$46.2M −1.1M shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$28.6M −687.0K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | −$9.4M −224.9K shares |
C CI Private Wealth, LLC RIA/Wealth | −$6.8M −160.4K shares |
J JANE STREET GROUP, LLC Institution | −$5.5M −131.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.1M −49.0K shares |
L Lion Street Advisors, LLC RIA/Wealth | −$1.6M −38.6K shares |
R ROYAL BANK OF CANADA Institution | −$1.6M −37.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.3M −30.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$827.5K −19.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVIG in Q3 2025
- New Positions
- 9
- New Value
- $46.6M
- Exited Positions
- 11
- Exited Value
- $47.2M
New Positions
| Institution | Position Value |
|---|---|
Janney Montgomery Scott LLC RIA/Wealth | $18.9M 448.6K shares |
BB&T CORP Institution | $15.9M 378.8K shares |
B Buck Wealth Strategies, LLC RIA/Wealth | $6.8M 160.6K shares |
Independent Advisor Alliance RIA/Wealth | $3.2M 76.9K shares |
L Life Planning Partners, Inc RIA/Wealth | $1.3M 30.4K shares |
 HighTower Advisors, LLC RIA/Wealth | $234.6K 5.6K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $174.2K 4.1K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $125.2K 3.0K shares |
 PFC CAPITAL GROUP, INC. Private Equity | $3.7K 88.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $28.6M 687.0K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $9.4M 224.9K shares |
J JANE STREET GROUP, LLC Institution | $5.5M 131.1K shares |
L Lion Street Advisors, LLC RIA/Wealth | $1.6M 38.6K shares |
H HRT FINANCIAL LLC Institution | $639.9K 15.4K shares |
 Park Square Financial Group, LLC RIA/Wealth | $615.9K 14.8K shares |
 Visionary Wealth Advisors RIA/Wealth | $331.6K 8.0K shares |
 Traction Financial Partners, LLC RIA/Wealth | $260.7K 6.3K shares |
$234.5K 5.7K shares | |
B Beacon Capital Management, LLC RIA/Wealth | $77.6K 1.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in AVIG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AVIG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Echo Wealth Management, LLC RIA/Wealth | 13.94% $23.9M |
BCR Wealth Strategies, LLC RIA/Wealth | 12.62% $28.5M |
Hill Investment Group Partners, LLC RIA/Wealth | 6.58% $54.0M |
 Highland Financial Advisors, LLC RIA/Wealth | 6.30% $22.0M |
 Centennial Wealth Advisory LLC RIA/Wealth | 5.80% $20.9M |
Verus Financial Partners, Inc. RIA/Wealth | 5.70% $59.0M |
 Allodium Investment Consultants, LLC RIA/Wealth | 5.24% $9.3M |
Pacific Life Fund Advisors LLC Fund of Funds | 4.90% $47.8M |
4.89% $21.2M | |
 REGATTA CAPITAL GROUP, LLC RIA/Wealth | 3.52% $22.3M |
Hedge Fund Spotlight
Discover hedge funds investing in AVIG
WINEBRENNER CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerEarl George Winebrenner
- Portfolio Value
- $137.9M
- Positions
- 133
- Last Reported
- Q3 2025
Sector Allocation
Position in Avantis Core Fixed Income
- Market Value
- $299.6K
- Shares Held
- 7.1K
- Portfolio Weight
- 0.22%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $6.4M | 4.66% | |
Semiconductors Technology | $6.3M | 4.58% | |
ETF ETF | $5.6M | 4.08% |
