Free Trial

Avantis Core Fixed Income ETF (AVIG) Institutional Ownership

Avantis Core Fixed Income ETF logo
$40.91 -0.14 (-0.34%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Avantis Core Fixed Income ETF (NYSEARCA:AVIG)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$7.94M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$5.68M
Get AVIG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis Core Fixed Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AVIG Institutional Buying and Selling by Quarter

Avantis Core Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2025 Golden State Wealth Management LLC15,105$625K0.1%+11.3%0.057%
4/23/2025 Golden State Wealth Management LLC30,201$1.25M0.1%+122.5%0.114%
2/17/2025Baird Financial Group Inc.6,185$251K0.0%+10.8%0.035%
2/14/2025Betterment LLC14,967$607K0.0%+52.6%0.086%
2/10/2025Curio Wealth LLC1,398$57K0.0%N/A0.008%
2/10/2025 Farther Finance Advisors LLC1,501$61K0.0%-98.9%0.009%
1/28/2025 Golden State Wealth Management LLC13,571$551K0.1%N/A0.078%
11/14/2024Flow Traders U.S. LLC21,853$929K0.0%+155.6%0.125%
10/29/2024 Farther Finance Advisors LLC141,187$6.00M0.2%+146.7%0.807%
10/25/2024 Strategic Blueprint LLC86,727$3.69M0.2%-0.5%0.496%
8/16/2024Magnolia Capital Advisors LLC44,797$1.83M0.1%N/A0.256%
7/31/2024 Farther Finance Advisors LLC57,220$2.31M0.1%+16.2%0.327%
7/27/2024 Strategic Blueprint LLC87,122$3.55M0.2%+1.8%0.498%
4/23/2024 Strategic Blueprint LLC85,620$3.53M0.3%+0.7%0.496%
2/9/2024EverSource Wealth Advisors LLC55,231$2.31M0.2%+0.7%0.474%
2/2/2024Magnolia Capital Advisors LLC45,609$1.89M1.4%N/A0.391%
1/25/2024 Strategic Blueprint LLC84,984$3.56M0.3%+2.5%0.729%
11/4/2023EverSource Wealth Advisors LLC54,826$2.17M0.2%+3.7%0.471%
10/18/2023 Strategic Blueprint LLC82,940$3.29M0.3%-0.6%0.712%
9/12/2023 Farther Finance Advisors LLC35,221$1.46M0.3%+135.1%0.302%
8/4/2023EverSource Wealth Advisors LLC52,862$2.19M0.2%-1.7%0.554%
5/11/2023EverSource Wealth Advisors LLC53,775$2.27M0.3%-2.5%0.563%
4/28/2023 Strategic Blueprint LLC79,905$3.37M0.3%-1.9%0.935%
4/18/2023WMG Financial Advisors LLC47,398$3.89M3.2%-13.1%0.554%
2/13/2023 Wealthcare Advisory Partners LLC11,363$466K0.0%+17.0%0.133%
2/10/2023WMG Financial Advisors LLC54,530$2.23M1.9%-0.7%0.638%
2/9/2023EverSource Wealth Advisors LLC55,133$2.26M0.3%+0.8%0.645%
1/26/2023 Strategic Blueprint LLC81,434$3.34M0.4%+7.4%0.975%
11/15/2022Magnolia Capital Advisors LLC49,690$2.01M1.7%+0.7%0.887%
11/8/2022 Strategic Blueprint LLC75,845$3.07M0.4%-1.1%1.354%
11/7/2022EverSource Wealth Advisors LLC54,707$2.21M0.5%+7.0%0.977%
10/26/2022B&D White Capital Company LLC42,077$1.70M0.6%-2.6%0.772%
7/14/2022B&D White Capital Company LLC43,187$1.85M0.8%+0.6%0.771%
5/10/2022B&D White Capital Company LLC42,924$1.95M0.6%+10.2%0.850%
2/8/2022B&D White Capital Company LLC38,941$1.90M0.6%+39.1%1.693%
1/26/2022Magnolia Capital Advisors LLC49,607$2.42M0.7%+2.1%2.157%
11/10/2021Magnolia Capital Advisors LLC48,586$2.39M0.8%+5.5%2.699%
10/27/2021B&D White Capital Company LLC27,991$1.38M0.5%N/A1.647%
7/29/2021Magnolia Capital Advisors LLC46,039$2.27M1.0%N/A3.683%
(Data available from 1/1/2016 forward)

AVIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVIG shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Avantis Core Fixed Income ETF. The most heavily invested institutionals were Strategic Blueprint LLC ($3.69M), EverSource Wealth Advisors LLC ($2.31M), Magnolia Capital Advisors LLC ($1.83M), Flow Traders U.S. LLC ($929K), Golden State Wealth Management LLC ($625K), Betterment LLC ($607K), and Baird Financial Group Inc. ($251K).Learn more on AVIG's institutional investors.

Which institutional investors have been buying Avantis Core Fixed Income ETF stock?

Of the 9 institutional investors that purchased Avantis Core Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Farther Finance Advisors LLC ($112.20K), Magnolia Capital Advisors LLC ($90.41K), Golden State Wealth Management LLC ($31.74K), Flow Traders U.S. LLC ($13.30K), Betterment LLC ($5.16K), Strategic Blueprint LLC ($4.18K), and EverSource Wealth Advisors LLC ($2.37K).

How much institutional buying is happening at Avantis Core Fixed Income ETF?

Institutional investors have bought a total of 261,356 shares in the last 24 months. This purchase volume represents approximately $10.89M in transactions.

Which Avantis Core Fixed Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Avantis Core Fixed Income ETF stock in the last 24 months: Farther Finance Advisors LLC ($139.69K), EverSource Wealth Advisors LLC ($2.27K), and Strategic Blueprint LLC ($886.00).

How much institutional selling is happening at Avantis Core Fixed Income ETF?

Institutional investors have sold a total of 142,843 shares in the last 24 months. This volume of shares sold represents approximately $5.80M in transactions.



This page (NYSEARCA:AVIG) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners