Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $2.1M invested in Avantis Inflation Focused Equity ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
11% more capital invested
Capital invested by funds: $1.89M → $2.1M (+$213K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
12.93% less ownership
Funds ownership: 54.48% → 41.55% (-13%)
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$130K |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$40.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LG
LAM Group
Lake Oswego,
Oregon
|
-$122K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.67K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$5.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.16M | +$40.8K | +684 | +4% |
|
|
2
Citadel Advisors
Miami,
Florida
| $611K | +$130K | +2,179 | +29% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $281K | – | – | – |
|
|
LG
4
LAM Group
Lake Oswego,
Oregon
| $49K | -$122K | -2,050 | -73% |
|
|
5
UBS Group
Zurich,
Switzerland
| $1.01K | -$9.67K | -162 | -91% |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| – | -$5.77K | -100 | Closed |
|
AVIE Hedge Fund Activity: Q1 2024 in Review
5 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q1 2024, worth a combined $2.1M — up 11% from $1.89M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of AVIE and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Citadel Advisors, adding an estimated $130K. The largest seller was LAM Group, cutting an estimated $122K.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q1 2024, down from 6 in Q4 2023.
- Funds reported $2.1M of Avantis Inflation Focused Equity ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 0 funds opened new Avantis Inflation Focused Equity ETF positions in Q1 2024 and 1 closed out, a net change of -1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q1 2024 was Citadel Advisors, an estimated $130K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q1 2024 was LAM Group, an estimated $122K sold.
Based on aggregated 13F filings for Q1 2024.