Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $3.07M invested in Avantis Inflation Focused Equity ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
26% more capital invested
Capital invested by funds: $2.43M → $3.07M (+$636K)
15.24% more ownership
Funds ownership: 47.61% → 62.85% (+15%)
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$932K |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$218K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$64 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.31M | +$24.2K | +400 | +2% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.19M | +$932K | +15,394 | +375% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $274K | – | – | – |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $198K | -$218K | -3,602 | -53% |
|
|
EWA
5
Elevate Wealth Advisory
Athens,
Georgia
| $101K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$64 | -1 | Closed |
|
AVIE Hedge Fund Activity: Q2 2025 in Review
5 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q2 2025, worth a combined $3.07M — up 26% from $2.43M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of AVIE and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Citadel Advisors, adding an estimated $932K. The largest seller was Geneos Wealth Management, cutting an estimated $218K.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q2 2025, down from 6 in Q1 2025.
- Funds reported $3.07M of Avantis Inflation Focused Equity ETF stock for Q2 2025, up 26% quarter-over-quarter.
- 0 funds opened new Avantis Inflation Focused Equity ETF positions in Q2 2025 and 1 closed out, a net change of -1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q2 2025 was Citadel Advisors, an estimated $932K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $218K sold.
Based on aggregated 13F filings for Q2 2025.