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Avantis Real Estate ETF
AVRE

Overview Fund Activity

131 hedge funds and large institutions have $472M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 6 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.76%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
9
Increased
64
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$14.2M
2
SW
2
Simplicity Wealth
New Jersey
$9.17M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.41M
4
LA
4
LexAurum Advisors
Kansas
$8.82M
5
SWM
5
Sentinel Wealth Management
Virginia
$2.69M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$49.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.77M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$7.5M
4
PLFA
4
Pacific Life Fund Advisors
California
$1.56M
5
PWA
5
PCG Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$49.7M 1,124,974 -76,156 -6%
HIGP
2
Hill Investment Group Partners
Missouri
$32.5M 736,986 -32,378 -4%
QFA
3
Quantum Financial Advisors
California
$16M 362,799 -3,137 -0.9%
American Century Companies
4
American Century Companies
Missouri
$15.4M 347,779 +23,492 +7%
SWA
5
ShankerValleau Wealth Advisors
Illinois
$14.9M 337,781 +6,954 +2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$14.2M 322,564 +265,416 +464%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.2M 326,364 +22,034 +7%
B
8
BetterWealth
California
$13.9M 314,040 +7,579 +2%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.6M 307,010 +3,008 +1%
CFA
10
Capstone Financial Advisors
Illinois
$13.5M 305,545 +25,300 +9%
PWS
11
Physician Wealth Solutions
Nevada
$13.2M 297,943 -10,015 -3%
AFGAS
12
Allegiance Financial Group Advisory Services
Virginia
$11M 249,747 +19,652 +9%
PC
13
Prairiewood Capital
North Dakota
$10.4M 234,465 +8,465 +4%
W
14
WorthPointe
California
$10.4M 234,446 -4,048 -2%
SWM
15
Seaside Wealth Management
California
$10.1M 229,823 +8,436 +4%
SW
16
Simplicity Wealth
New Jersey
$9.17M 207,576 +110,301 +113%
LA
17
LexAurum Advisors
Kansas
$8.82M 199,629 +63,794 +47%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8.63M 195,339 +3,403 +2%
LPL Financial
19
LPL Financial
California
$7.95M 179,963 +27,551 +18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.91M 179,227 +18,042 +11%
Corient Private Wealth
21
Corient Private Wealth
Florida
$7.5M 169,888 -58,580 -26%
EFN
22
Equita Financial Network
Pennsylvania
$7.5M 169,789 -12,151 -7%
LFA
23
Level Financial Advisors
New York
$6.94M 157,087 -644 -0.4%
NB
24
Nicolet Bankshares
Wisconsin
$6.5M 147,258 +6,812 +5%
SB
25
Strategic Blueprint
Georgia
$5.89M 133,403 +10,255 +8%
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