AVMU

Avantis Core Municipal Fixed

-$3.0M

Net Activity

Institutions Holding

39

Popularity Rank

#6613

Avg Weight

0.16%

Total Value

$91.7M

Ownership Trend

39 institutions currently hold AVMU, with 19 net buyers and 16 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

16

Net Buying Institutions

19

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$38.7M
BH
Beaird Harris Wealth Management, LLC
$8.4M
PL
Plancorp, LLC
$6.7M
SW
Sax Wealth Advisors, LLC
$5.2M
CE
Commonwealth Equity Services, LLC
$3.7M

Top 5 by Conviction

AF
Align Financial, LLC
1.56%
EV
EJMK Ventures LLC
0.82%
BH
Beaird Harris Wealth Management, LLC
0.57%
AP
Action Point Financial Planning, LLC
0.51%
LB
L.K. Benson & Company, P.C.
0.37%
View all 39 holding institutions

Quarterly Activity

Recent Activity

+$61.6M

Total Buy Value

$25.4M

Total Sell Value

New buy4
Trim12
Add15
Sold out4

19

Net Buyers

16

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AVANTIS CORE MUNICIPAL FIXED (AVMU)?
Major stakeholders currently include Envestnet Asset Management INC ($38.7M), Beaird Harris Wealth Management, LLC ($8.4M), Plancorp, LLC ($6.7M). Based on the latest 13F filings, there are a total of 39 tracked investment funds and institutions maintaining positions in AVMU.
What is the overall institutional sentiment toward AVMU recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.0M, driven by 19 managers accumulating shares while 16 reduced their exposure.
Which institutions have been selling or reducing their AVMU positions?
In the latest period, 12 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $25.4M.
Are there any notable investors adding AVMU to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $61.6M.

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