Avantis Inflation Focused Equity ETF
AVIE
6 hedge funds and large institutions have $17.7M invested in Avantis Inflation Focused Equity ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
73% more capital invested
Capital invested by funds: $10.3M → $17.7M (+$7.48M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
20% more funds holding
Funds holding: 5 → 6 (+1)
10.2% more ownership
Funds ownership: 59.43% → 69.63% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$6.03M |
| 2 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$1.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$347K |
| 4 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$16.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$18.4K |
| 2 |
LG
LAM Group
Lake Oswego,
Oregon
|
-$15.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFA
1
Highland Financial Advisors
Wayne,
New Jersey
| $10.1M | +$1.66M | +29,467 | +19% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $5.91M | +$6.03M | +106,693 | New |
|
|
PL
3
Plancorp LLC
Saint Louis,
Missouri
| $888K | +$16.9K | +300 | +2% |
|
|
4
Citadel Advisors
Miami,
Florida
| $709K | +$347K | +6,138 | +92% |
|
|
LG
5
LAM Group
Lake Oswego,
Oregon
| $111K | -$15.5K | -275 | -12% |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.1K | -$18.4K | -325 | -90% |
|
AVIE Hedge Fund Activity: Q1 2023 in Review
6 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q1 2023, worth a combined $17.7M — up 73% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new AVIE positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $6.03M. The largest seller was UBS Group, cutting an estimated $18.4K.
- 6 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $17.7M of Avantis Inflation Focused Equity ETF stock for Q1 2023, up 73% quarter-over-quarter.
- 1 fund opened new Avantis Inflation Focused Equity ETF positions in Q1 2023 and 0 closed out, a net change of +1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $6.03M added.
- The largest Avantis Inflation Focused Equity ETF seller in Q1 2023 was UBS Group, an estimated $18.4K sold.
Based on aggregated 13F filings for Q1 2023.