A
Avantis Core Municipal Fixed Income
AVMU • ARCA
Avantis Core Municipal Fixed Income is an exchange-traded fund on ARCA. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $89.6M. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $35.2M.
Overview
Overview of institutional ownership in AVMU as of Q3 2025
All Institutions
- Institutions
- 34
- Value Held
- $89.6M
- Shares Held
- 2.0M
- Avg Position
- $2.6M
- Median Position
- $654.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in AVMU as of Q3 2025
| Institution | Position Value |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $35.2M 0.01% of portfolio |
 Beaird Harris Wealth Management, LLC RIA/Wealth | $9.7M 0.69% of portfolio |
J JANE STREET GROUP, LLC Institution | $8.2M 0.01% of portfolio |
 Plancorp, LLC RIA/Wealth | $6.6M 0.21% of portfolio |
 SAX WEALTH ADVISORS, LLC RIA/Wealth | $4.9M 0.26% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.8M 0.01% of portfolio |
L LPL Financial LLC Institution | $3.2M 0.00% of portfolio |
F Financial Engines Advisors L.L.C. Institution | $2.9M 0.01% of portfolio |
 Savant Capital, LLC RIA/Wealth | $2.6M 0.01% of portfolio |
 Visionary Wealth Advisors RIA/Wealth | $2.2M 0.10% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVMU in Q3 2025
- Traded
- +$520.3K
- Buyers
- 13
- Sellers
- 17
- Total Bought
- +$7.8M
- Total Sold
- −$7.3M
- Avg Position
- $2.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Savant Capital, LLC RIA/Wealth | +$2.6M +56.0K shares |
SAX WEALTH ADVISORS, LLC RIA/Wealth | +$1.8M +39.3K shares |
 Tortoise Investment Management, LLC RIA/Wealth | +$1.1M +23.1K shares |
 Haven Private, LLC RIA/Wealth | +$725.1K +15.9K shares |
W WCG Wealth Advisors LLC Institution | +$619.9K +13.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$484.9K +10.6K shares |
C Crews Bank & Trust Institution | +$263.6K +5.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$221.8K +4.9K shares |
 Hill Investment Group Partners, LLC RIA/Wealth | +$25.6K +562.0 shares |
 UBS Group AG Institution | +$16.1K +354.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$1.7M −37.1K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | −$1.5M −34.6K shares |
 Warren Averett Asset Management, LLC RIA/Wealth | −$1.4M −30.9K shares |
Beaird Harris Wealth Management, LLC RIA/Wealth | −$1.3M −28.7K shares |
−$282.7K −6.3K shares | |
L LPL Financial LLC Institution | −$242.8K −5.3K shares |
F Financial Engines Advisors L.L.C. Institution | −$220.7K −4.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$191.6K −4.2K shares |
 GRAND WEALTH MANAGEMENT, LLC RIA/Wealth | −$158.4K −3.5K shares |
 Landmark Wealth Management, LLC RIA/Wealth | −$65.3K −1.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVMU in Q3 2025
- New Positions
- 4
- New Value
- $3.9M
- Exited Positions
- 4
- Exited Value
- $3.4M
New Positions
| Institution | Position Value |
|---|---|
Savant Capital, LLC RIA/Wealth | $2.6M 56.0K shares |
Haven Private, LLC RIA/Wealth | $725.1K 15.9K shares |
W WCG Wealth Advisors LLC Institution | $619.9K 13.6K shares |
 McIlrath & Eck, LLC RIA/Wealth | $7.5K 165.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S Strategic Financial Concepts, LLC RIA/Wealth | $1.5M 34.6K shares |
Warren Averett Asset Management, LLC RIA/Wealth | $1.4M 30.9K shares |
$282.7K 6.3K shares | |
GRAND WEALTH MANAGEMENT, LLC RIA/Wealth | $158.4K 3.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in AVMU 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 AVMU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Beaird Harris Wealth Management, LLC RIA/Wealth | 0.69% $9.7M |
 L.K. Benson & Company, P.C. RIA/Wealth | 0.60% $1.1M |
Landmark Wealth Management, LLC RIA/Wealth | 0.33% $836.2K |
Haven Private, LLC RIA/Wealth | 0.32% $725.1K |
SAX WEALTH ADVISORS, LLC RIA/Wealth | 0.26% $4.9M |
Plancorp, LLC RIA/Wealth | 0.21% $6.6M |
Tortoise Investment Management, LLC RIA/Wealth | 0.12% $1.3M |
 WEBSTERROGERS FINANCIAL ADVISORS, LLC RIA/Wealth | 0.11% $355.8K |
Visionary Wealth Advisors RIA/Wealth | 0.10% $2.2M |
C Crews Bank & Trust Institution | 0.10% $689.8K |