Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $1.98M invested in Avantis Inflation Focused Equity ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
13% more capital invested
Capital invested by funds: $1.75M → $1.98M (+$227K)
7.18% more ownership
Funds ownership: 33.93% → 41.11% (+7.2%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$194K |
| 2 |
LG
LAM Group
Lake Oswego,
Oregon
|
+$88K |
| 3 |
EWA
Elevate Wealth Advisory
Athens,
Georgia
|
+$86.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.23M | – | – | – |
|
|
VFP
2
Verus Financial Partners
Richmond,
Virginia
| $268K | – | – | – |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $183K | +$194K | +3,051 | New |
|
|
LG
4
LAM Group
Lake Oswego,
Oregon
| $183K | +$88K | +1,385 | +84% |
|
|
EWA
5
Elevate Wealth Advisory
Athens,
Georgia
| $115K | +$86.2K | +1,356 | +243% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$3.16K | -49 | Closed |
|
AVIE Hedge Fund Activity: Q4 2024 in Review
5 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q4 2024, worth a combined $1.98M — up 13% from $1.75M a quarter earlier.
Fund positioning in AVIE was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $194K. The largest seller was UBS Group, exiting entirely with an estimated $3.16K sold.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $1.98M of Avantis Inflation Focused Equity ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 1 fund opened new Avantis Inflation Focused Equity ETF positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest Avantis Inflation Focused Equity ETF buyer in Q4 2024 was Geneos Wealth Management, an estimated $194K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q4 2024 was UBS Group, an estimated $3.16K sold.
Based on aggregated 13F filings for Q4 2024.