Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $2.01M invested in Avantis Inflation Focused Equity ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
8.95% less ownership
Funds ownership: 69.63% → 60.68% (-8.9%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
89% less capital invested
Capital invested by funds: $17.7M → $2.01M (-$15.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$246K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$92.1K |
| 3 |
LG
LAM Group
Lake Oswego,
Oregon
|
+$28.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
-$10.1M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$5.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$60.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $880K | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $642K | -$60.5K | -1,092 | -9% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $253K | +$246K | +4,447 | New |
|
|
LG
4
LAM Group
Lake Oswego,
Oregon
| $138K | +$28.5K | +515 | +26% |
|
|
5
UBS Group
Zurich,
Switzerland
| $93.3K | +$92.1K | +1,663 | +4,376% |
|
|
HFA
6
Highland Financial Advisors
Wayne,
New Jersey
| – | -$10.1M | -182,718 | Closed |
|
|
FIA
7
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$5.91M | -106,693 | Closed |
|
AVIE Hedge Fund Activity: Q2 2023 in Review
5 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q2 2023, worth a combined $2.01M — down 89% from $17.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AVIE and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Verus Financial Partners, opening a new position worth an estimated $246K. The largest seller was Highland Financial Advisors, exiting entirely with an estimated $10.1M sold.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q2 2023, down from 6 in Q1 2023.
- Funds reported $2.01M of Avantis Inflation Focused Equity ETF stock for Q2 2023, down 89% quarter-over-quarter.
- 1 fund opened new Avantis Inflation Focused Equity ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q2 2023 was Verus Financial Partners, an estimated $246K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q2 2023 was Highland Financial Advisors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q2 2023.