Avantis Inflation Focused Equity ETF
AVIE
6 hedge funds and large institutions have $1.89M invested in Avantis Inflation Focused Equity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5.64% less ownership
Funds ownership: 60.13% → 54.48% (-5.6%)
8% less capital invested
Capital invested by funds: $2.05M → $1.89M (-$159K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$63.4K |
| 2 |
LG
LAM Group
Lake Oswego,
Oregon
|
+$17.3K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$5.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$243K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$34.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.02M | +$63.4K | +1,120 | +7% |
|
|
2
Citadel Advisors
Miami,
Florida
| $432K | -$243K | -4,302 | -37% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $260K | – | – | – |
|
|
LG
4
LAM Group
Lake Oswego,
Oregon
| $163K | +$17.3K | +305 | +12% |
|
|
5
UBS Group
Zurich,
Switzerland
| $10.3K | -$34.4K | -609 | -77% |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $5.77K | +$5.66K | +100 | New |
|
AVIE Hedge Fund Activity: Q4 2023 in Review
6 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q4 2023, worth a combined $1.89M — down 7.7% from $2.05M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new AVIE positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Plancorp LLC, adding an estimated $63.4K. The largest seller was Citadel Advisors, cutting an estimated $243K.
- 6 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $1.89M of Avantis Inflation Focused Equity ETF stock for Q4 2023, down 7.7% quarter-over-quarter.
- 1 fund opened new Avantis Inflation Focused Equity ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q4 2023 was Plancorp LLC, an estimated $63.4K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q4 2023 was Citadel Advisors, an estimated $243K sold.
Based on aggregated 13F filings for Q4 2023.