Avantis Inflation Focused Equity ETF
AVIE
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
6.5% more ownership
Funds ownership: 41.11% → 47.61% (+6.5%)
Holders
6
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$264K | |
| 2 | +$245K | |
| 3 | +$38.7K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$64 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.36M |
|
|||
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $441K |
|
|||
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $267K |
|
|||
4
Citadel Advisors
Miami,
Florida
| $264K |
|
|||
|
EWA
5
Elevate Wealth Advisory
Athens,
Georgia
| $106K |
|
|||
|
6
UBS Group
Zurich,
Switzerland
| $64 |
|
|||
|
LG
7
LAM Group
Lake Oswego,
Oregon
| – |
|