Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $2.81M invested in Avantis Inflation Focused Equity ETF in 2025 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 5 → 5 (0)
9% less capital invested
Capital invested by funds: $3.07M → $2.81M (-$263K)
18.32% less ownership
Funds ownership: 62.85% → 44.53% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$8.18K |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$1.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.35M | +$1.23K | +20 | +0.1% |
|
|
2
Citadel Advisors
Miami,
Florida
| $857K | -$363K | -5,906 | -30% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $280K | – | – | – |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $213K | +$8.18K | +133 | +4% |
|
|
EWA
5
Elevate Wealth Advisory
Athens,
Georgia
| $104K | – | – | – |
|
AVIE Hedge Fund Activity: Q3 2025 in Review
5 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q3 2025, worth a combined $2.81M — down 8.6% from $3.07M a quarter earlier.
Fund positioning in AVIE was balanced in Q3 2025: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $8.18K. The largest seller was Citadel Advisors, cutting an estimated $363K.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $2.81M of Avantis Inflation Focused Equity ETF stock for Q3 2025, down 8.6% quarter-over-quarter.
- 0 funds opened new Avantis Inflation Focused Equity ETF positions in Q3 2025 and 0 closed out.
- The largest Avantis Inflation Focused Equity ETF buyer in Q3 2025 was Geneos Wealth Management, an estimated $8.18K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q3 2025 was Citadel Advisors, an estimated $363K sold.
Based on aggregated 13F filings for Q3 2025.