Avantis Short-Term Fixed Income is an exchange-traded fund on ARCA. As of Q3 2025, 62 institutional investors hold shares in this ETF, with total holdings valued at $414.6M. Savant Capital, LLC is the largest holder with a position valued at $125.7M.
Overview of institutional ownership in AVSF as of Q3 2025
Institutions with the largest positions in AVSF as of Q3 2025
| Institution | Position Value |
|---|---|
Savant Capital, LLC RIA/Wealth | $125.7M 0.67% of portfolio |
Verus Financial Partners, Inc. RIA/Wealth | $73.2M 7.08% of portfolio |
Simplicity Wealth,LLC RIA/Wealth | $30.0M 1.75% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $21.5M 0.01% of portfolio |
Pacific Life Fund Advisors LLC Fund of Funds | $20.4M 2.09% of portfolio |
Creative Planning RIA/Wealth | $18.4M 0.01% of portfolio |
PARK AVENUE SECURITIES LLC RIA/Wealth | $10.4M 0.09% of portfolio |
Mattern Wealth Management LLC RIA/Wealth | $8.4M 1.67% of portfolio |
Strategic Blueprint, LLC RIA/Wealth | $7.0M 0.32% of portfolio |
$7.0M 3.88% of portfolio |
Institutional buying and selling activity for AVSF in Q3 2025
| Institution | Net Bought |
|---|---|
Savant Capital, LLC RIA/Wealth | +$125.7M +2.7M shares |
J JANE STREET GROUP, LLC Institution | +$4.6M +96.9K shares |
Verus Financial Partners, Inc. RIA/Wealth | +$2.2M +46.5K shares |
Buckingham Strategic Partners RIA/Wealth | +$2.0M +43.2K shares |
Hanson McClain, Inc. RIA/Wealth | +$1.8M +38.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.6M +34.7K shares |
Creative Planning RIA/Wealth | +$1.6M +33.5K shares |
PCG Wealth Advisors, LLC RIA/Wealth | +$1.3M +28.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$987.4K +20.9K shares |
Werba Rubin Papier Wealth Management RIA/Wealth | +$880.4K +18.6K shares |
| Institution | Net Sold |
|---|---|
Simplicity Wealth,LLC RIA/Wealth | −$31.4M −664.2K shares |
Pacific Life Fund Advisors LLC Fund of Funds | −$3.4M −72.5K shares |
F FLOW TRADERS U.S. LLC Institution | −$1.7M −36.3K shares |
Trajan Wealth LLC RIA/Wealth | −$1.3M −27.4K shares |
L Lion Street Advisors, LLC RIA/Wealth | −$701.1K −14.9K shares |
Mattern Wealth Management LLC RIA/Wealth | −$539.9K −11.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$528.7K −11.2K shares |
−$312.7K −6.6K shares | |
Goss Wealth Management LLC RIA/Wealth | −$277.3K −5.9K shares |
Index Fund Advisors, Inc. RIA/Wealth | −$248.1K −5.3K shares |
Institutions that initiated new positions or completely exited AVSF in Q3 2025
| Institution | Position Value |
|---|---|
Savant Capital, LLC RIA/Wealth | $125.7M 2.7M shares |
PCG Wealth Advisors, LLC RIA/Wealth | $1.3M 28.3K shares |
AMERIPRISE FINANCIAL INC Institution | $402.5K 8.5K shares |
CWM, LLC RIA/Wealth | $2.5K 52.0 shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $1.7M 36.3K shares |
L Lion Street Advisors, LLC RIA/Wealth | $701.1K 14.9K shares |
$312.7K 6.6K shares | |
Index Fund Advisors, Inc. RIA/Wealth | $248.1K 5.3K shares |
Park Square Financial Group, LLC RIA/Wealth | $122.4K 2.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $21.9K 466.0 shares |
Institutions with the largest Call and Put options positions in AVSF as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with AVSF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Verus Financial Partners, Inc. RIA/Wealth | 7.08% $73.2M |
3.88% $7.0M | |
Pacific Life Fund Advisors LLC Fund of Funds | 2.09% $20.4M |
Simplicity Wealth,LLC RIA/Wealth | 1.75% $30.0M |
Mattern Wealth Management LLC RIA/Wealth | 1.67% $8.4M |
Navigoe, LLC RIA/Wealth | 1.35% $2.0M |
Arcadia Wealth Management, Inc. RIA/Wealth | 1.18% $1.9M |
ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth | 1.04% $3.3M |
Werba Rubin Papier Wealth Management RIA/Wealth | 1.01% $6.2M |
Allodium Investment Consultants, LLC RIA/Wealth | 0.95% $1.7M |
Discover hedge funds investing in AVSF

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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