Avantis Inflation Focused Equity ETF
AVIE
6 hedge funds and large institutions have $2.43M invested in Avantis Inflation Focused Equity ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
23% more capital invested
Capital invested by funds: $1.98M → $2.43M (+$457K)
20% more funds holding
Funds holding: 5 → 6 (+1)
6.5% more ownership
Funds ownership: 41.11% → 47.61% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$257K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$238K |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$37.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$63 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LG
LAM Group
Lake Oswego,
Oregon
|
-$183K |
| 2 |
EWA
Elevate Wealth Advisory
Athens,
Georgia
|
-$16.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.36M | +$37.6K | +600 | +3% |
|
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $441K | +$238K | +3,798 | +124% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $267K | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $264K | +$257K | +4,103 | New |
|
|
EWA
5
Elevate Wealth Advisory
Athens,
Georgia
| $106K | -$16.6K | -265 | -14% |
|
|
6
UBS Group
Zurich,
Switzerland
| $64 | +$63 | +1 | New |
|
|
LG
7
LAM Group
Lake Oswego,
Oregon
| – | -$183K | -3,035 | Closed |
|
AVIE Hedge Fund Activity: Q1 2025 in Review
6 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q1 2025, worth a combined $2.43M — up 23% from $1.98M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AVIE positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $257K. The largest seller was LAM Group, exiting entirely with an estimated $183K sold.
- 6 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $2.43M of Avantis Inflation Focused Equity ETF stock for Q1 2025, up 23% quarter-over-quarter.
- 2 funds opened new Avantis Inflation Focused Equity ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q1 2025 was Citadel Advisors, an estimated $257K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q1 2025 was LAM Group, an estimated $183K sold.
Based on aggregated 13F filings for Q1 2025.