Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $1.75M invested in Avantis Inflation Focused Equity ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
8.02% less ownership
Funds ownership: 41.95% → 33.93% (-8%)
16% less capital invested
Capital invested by funds: $2.08M → $1.75M (-$333K)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$36.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$399K |
| 2 |
LG
LAM Group
Lake Oswego,
Oregon
|
-$34.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.32M | +$36.3K | +570 | +3% |
|
|
VFP
2
Verus Financial Partners
Richmond,
Virginia
| $288K | – | – | – |
|
|
LG
3
LAM Group
Lake Oswego,
Oregon
| $106K | -$34.1K | -535 | -24% |
|
|
EWA
4
Elevate Wealth Advisory
Athens,
Georgia
| $36K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.16K | -$1.34K | -21 | -30% |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$399K | -6,434 | Closed |
|
AVIE Hedge Fund Activity: Q3 2024 in Review
5 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q3 2024, worth a combined $1.75M — down 16% from $2.08M 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 1 added.
The largest buyer was Plancorp LLC, adding an estimated $36.3K. The largest seller was Citadel Advisors, exiting entirely with an estimated $399K sold.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q3 2024, down from 6 in Q2 2024.
- Funds reported $1.75M of Avantis Inflation Focused Equity ETF stock for Q3 2024, down 16% quarter-over-quarter.
- 0 funds opened new Avantis Inflation Focused Equity ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q3 2024 was Plancorp LLC, an estimated $36.3K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $399K sold.
Based on aggregated 13F filings for Q3 2024.