Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $10.3M invested in Avantis Inflation Focused Equity ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
1,129% more capital invested
Capital invested by funds: $835K → $10.3M (+$9.43M)
400% more funds holding
Funds holding: 1 → 5 (+4)
24.33% less ownership
Funds ownership: 83.76% → 59.43% (-24%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$8.67M |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$891K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$20.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFA
1
Highland Financial Advisors
Wayne,
New Jersey
| $8.82M | +$8.67M | +153,251 | New |
|
|
PL
2
Plancorp LLC
Saint Louis,
Missouri
| $906K | +$891K | +15,735 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $383K | -$571K | -10,091 | -60% |
|
|
LG
4
LAM Group
Lake Oswego,
Oregon
| $131K | +$129K | +2,280 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $20.9K | +$20.5K | +363 | New |
|
AVIE Hedge Fund Activity: Q4 2022 in Review
5 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q4 2022, worth a combined $10.3M — up 1,129% from $835K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AVIE positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Highland Financial Advisors, opening a new position worth an estimated $8.67M. The largest seller was Citadel Advisors, cutting an estimated $571K.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q4 2022, up from 1 in Q3 2022.
- Funds reported $10.3M of Avantis Inflation Focused Equity ETF stock for Q4 2022, up 1,129% quarter-over-quarter.
- 4 funds opened new Avantis Inflation Focused Equity ETF positions in Q4 2022 and 0 closed out, a net change of +4 holders.
- The largest Avantis Inflation Focused Equity ETF buyer in Q4 2022 was Highland Financial Advisors, an estimated $8.67M added.
- The largest Avantis Inflation Focused Equity ETF seller in Q4 2022 was Citadel Advisors, an estimated $571K sold.
Based on aggregated 13F filings for Q4 2022.