Avantis Inflation Focused Equity ETF
AVIE
6 hedge funds and large institutions have $2.08M invested in Avantis Inflation Focused Equity ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0.4% more ownership
Funds ownership: 41.55% → 41.95% (+0.4%)
1% less capital invested
Capital invested by funds: $2.1M → $2.08M (-$18.7K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$94.9K |
| 2 |
LG
LAM Group
Lake Oswego,
Oregon
|
+$87.6K |
| 3 |
EWA
Elevate Wealth Advisory
Athens,
Georgia
|
+$34.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.23M | +$94.9K | +1,528 | +8% |
|
|
2
Citadel Advisors
Miami,
Florida
| $399K | -$201K | -3,229 | -33% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $276K | – | – | – |
|
|
LG
4
LAM Group
Lake Oswego,
Oregon
| $136K | +$87.6K | +1,410 | +182% |
|
|
EWA
5
Elevate Wealth Advisory
Athens,
Georgia
| $34.7K | +$34.7K | +559 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.34K | +$3.35K | +54 | +338% |
|
AVIE Hedge Fund Activity: Q2 2024 in Review
6 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q2 2024, worth a combined $2.08M — down 0.89% from $2.1M 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 1 trimmed.
The largest buyer was Plancorp LLC, adding an estimated $94.9K. The largest seller was Citadel Advisors, cutting an estimated $201K.
- 6 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $2.08M of Avantis Inflation Focused Equity ETF stock for Q2 2024, down 0.89% quarter-over-quarter.
- 1 fund opened new Avantis Inflation Focused Equity ETF positions in Q2 2024 and 0 closed out, a net change of +1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q2 2024 was Plancorp LLC, an estimated $94.9K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q2 2024 was Citadel Advisors, an estimated $201K sold.
Based on aggregated 13F filings for Q2 2024.