Avantis Inflation Focused Equity ETF
AVIE
6 hedge funds and large institutions have $2.71M invested in Avantis Inflation Focused Equity ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 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
20% more funds holding
Funds holding: 5 → 6 (+1)
4% more capital invested
Capital invested by funds: $2.61M → $2.71M (+$107K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2% less ownership
Funds ownership: 39.39% → 37.39% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$98.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$23K |
| 3 |
LG
LAM Group
Lake Oswego,
Oregon
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$245K |
| 2 |
EWA
Elevate Wealth Advisory
Athens,
Georgia
|
-$12.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
1
Plancorp LLC
Saint Louis,
Missouri
| $1.55M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $694K | +$98.5K | +1,385 | +17% |
|
|
VFP
3
Verus Financial Partners
Richmond,
Virginia
| $322K | – | – | – |
|
|
EWA
4
Elevate Wealth Advisory
Athens,
Georgia
| $108K | -$12.2K | -171 | -10% |
|
|
5
UBS Group
Zurich,
Switzerland
| $23.6K | +$23K | +323 | New |
|
|
LG
6
LAM Group
Lake Oswego,
Oregon
| $13.1K | +$12.8K | +180 | New |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| – | -$245K | -3,717 | Closed |
|
AVIE Hedge Fund Activity: Q1 2026 in Review
6 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Avantis Inflation Focused Equity ETF (AVIE) for Q1 2026, worth a combined $2.71M — up 4.1% from $2.61M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AVIE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $98.5K. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $245K sold.
- 6 institutional investors held Avantis Inflation Focused Equity ETF (AVIE) as of Q1 2026, up from 5 in Q4 2025.
- Funds reported $2.71M of Avantis Inflation Focused Equity ETF stock for Q1 2026, up 4.1% quarter-over-quarter.
- 2 funds opened new Avantis Inflation Focused Equity ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest Avantis Inflation Focused Equity ETF buyer in Q1 2026 was Citadel Advisors, an estimated $98.5K added.
- The largest Avantis Inflation Focused Equity ETF seller in Q1 2026 was Geneos Wealth Management, an estimated $245K sold.
Based on aggregated 13F filings for Q1 2026.