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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 %
VF
26
Vestment Financial
Minnesota
$5.7M 128,539 +9,244 +8%
LEFP
27
Leading Edge Financial Planning
Tennessee
$5.57M 126,027 +21,909 +21%
SFA
28
Sequoia Financial Advisors
Ohio
$5.5M 124,584 -145 -0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$5.41M 122,516 +99,727 +438%
AWM
30
Austin Wealth Management
Texas
$5.29M 121,431 +47,375 +64%
QHA
31
Quarry Hill Advisors
Minnesota
$5.12M 116,003 +1,865 +2%
NRWA
32
North Ridge Wealth Advisors
Oregon
$4.55M 103,133 +301 +0.3%
CFO
33
Collective Family Office
Pennsylvania
$4.49M 101,653 -8,578 -8%
OIA
34
OneDigital Investment Advisors
Kansas
$4.36M 98,661 -18,491 -16%
CPIG
35
Chicago Partners Investment Group
Illinois
$4.24M 94,015 -95 -0.1%
WFA
36
WMG Financial Advisors
Tennessee
$4.17M 94,357 -2,915 -3%
LG
37
LAM Group
Oregon
$3.94M 89,120 -16,095 -15%
PAS
38
Park Avenue Securities
New York
$3.89M 88,126 +10,395 +13%
VWA
39
Valued Wealth Advisors
Utah
$3.53M 79,896 +3,518 +5%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$3.2M 72,436 -13,585 -16%
HIA
41
HTG Investment Advisors
Connecticut
$2.93M 66,304 +5,016 +8%
BH
42
Burk Holdings
Oklahoma
$2.75M 62,323 -1,277 -2%
RLIM
43
Red Lighthouse Investment Management
New York
$2.74M 61,996 -16,876 -21%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.71M 61,291 +7,226 +13%
AWM
45
Aprio Wealth Management
Georgia
$2.69M 60,957 -9,388 -13%
SWM
46
Sentinel Wealth Management
Virginia
$2.69M 60,836 +60,836 New
PWM
47
Parkshore Wealth Management
California
$2.59M 58,689 -11,414 -16%
DFC
48
DBK Financial Counsel
Ohio
$2.35M 53,318 -702 -1%
AWMNY
49
Arcadia Wealth Management (New York)
New York
$2.32M 52,427 +1,655 +3%
CPA
50
Cardiff Park Advisors
California
$2.27M 51,481 -6,632 -11%
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