AVRE icon

Avantis Real Estate ETF

133 hedge funds and large institutions have $476M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$49.7M
HIGP
2
Hill Investment Group Partners
Missouri
$32.5M
QFA
3
Quantum Financial Advisors
California
$16M
American Century Companies
4
American Century Companies
Missouri
$15.4M
SWA
5
ShankerValleau Wealth Advisors
Illinois
$14.9M
FPAS
6
Focus Partners Advisor Solutions
Missouri
$14.2M
NAS
7
Nicolet Advisory Services
Wisconsin
$14.2M
B
8
BetterWealth
California
$13.9M
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.6M
CFA
10
Capstone Financial Advisors
Illinois
$13.5M
PWS
11
Physician Wealth Solutions
Nevada
$13.2M
AFGAS
12
Allegiance Financial Group Advisory Services
Virginia
$11M
PC
13
Prairiewood Capital
North Dakota
$10.4M
W
14
WorthPointe
California
$10.4M
SWM
15
Seaside Wealth Management
California
$10.1M
SW
16
Simplicity Wealth
New Jersey
$9.17M
LA
17
LexAurum Advisors
Kansas
$8.82M
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8.63M
LPL Financial
19
LPL Financial
California
$7.95M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.91M
Corient Private Wealth
21
Corient Private Wealth
Florida
$7.5M
EFN
22
Equita Financial Network
Pennsylvania
$7.5M
LFA
23
Level Financial Advisors
New York
$6.94M
NB
24
Nicolet Bankshares
Wisconsin
$6.5M
SB
25
Strategic Blueprint
Georgia
$5.89M