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Avantis Inflation Focused Equity ETF
AVIE

5 hedge funds and large institutions have $2.05M invested in Avantis Inflation Focused Equity ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

2% more capital invested

Capital invested by funds: $2.01M → $2.05M (+$40.6K)

0% more funds holding

Funds holding: 5 → 5 (0)

0.56% less ownership

Funds ownership: 60.68% → 60.13% (-0.56%)

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PL
Plancorp LLC
Missouri
+$28.4K
2
Citadel Advisors
Citadel Advisors
Florida
+$4.55K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$52K
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1
Plancorp LLC
Missouri
$938K +$28.4K +500 +3%
Citadel Advisors
2
Citadel Advisors
Florida
$669K +$4.55K +80 +0.7%
VFP
3
Verus Financial Partners
Virginia
$253K – – –
LG
4
LAM Group
Oregon
$143K – – –
UBS Group
5
UBS Group
Switzerland
$44.7K -$52K -914 -54%

AVIE Hedge Fund Activity: Q3 2023 in Review

5 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q3 2023, worth a combined $2.05M — up 2% from $2.01M a quarter earlier.

Fund positioning in AVIE was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Plancorp LLC, adding an estimated $28.4K. The largest seller was UBS Group, cutting an estimated $52K.

  • 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.05M of Avantis Inflation Focused Equity ETF stock for Q3 2023, up 2% quarter-over-quarter.
  • 0 funds opened new Avantis Inflation Focused Equity ETF positions in Q3 2023 and 0 closed out.
  • The largest Avantis Inflation Focused Equity ETF buyer in Q3 2023 was Plancorp LLC, an estimated $28.4K added.
  • The largest Avantis Inflation Focused Equity ETF seller in Q3 2023 was UBS Group, an estimated $52K sold.

Based on aggregated 13F filings for Q3 2023.