Avantis Inflation Focused Equity ETF
AVIE
5 hedge funds and large institutions have $2.61M invested in Avantis Inflation Focused Equity ETF in 2025 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5.13% less ownership
Funds ownership: 44.53% → 39.39% (-5.1%)
7% less capital invested
Capital invested by funds: $2.81M → $2.61M (-$199K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.41M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $534K | -$352K | -5,470 | -40% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $309K | – | – | – |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $245K | +$21.7K | +337 | +10% |
|
|
EWA
5
Elevate Wealth Advisory
Athens,
Georgia
| $109K | – | – | – |
|
AVIE Hedge Fund Activity: Q4 2025 in Review
5 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q4 2025, worth a combined $2.61M — down 7.1% from $2.81M a quarter earlier.
Fund positioning in AVIE was balanced in Q4 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $21.7K. The largest seller was Citadel Advisors, cutting an estimated $352K.
- 5 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $2.61M of Avantis Inflation Focused Equity ETF stock for Q4 2025, down 7.1% quarter-over-quarter.
- 0 funds opened new Avantis Inflation Focused Equity ETF positions in Q4 2025 and 0 closed out.
- The largest Avantis Inflation Focused Equity ETF buyer in Q4 2025 was Geneos Wealth Management, an estimated $21.7K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $352K sold.
Based on aggregated 13F filings for Q4 2025.