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Avantis Real Estate ETF
AVRE

23 hedge funds and large institutions have $84.1M invested in Avantis Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

207% more capital invested

Capital invested by funds: $27.4M → $84.1M (+$56.6M)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more funds holding

Funds holding: 18 → 23 (+5)

14.91% more ownership

Funds ownership: 50.23% → 65.14% (+15%)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
10
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCA
Waypoint Capital Advisors
Minnesota
+$4.6M
2
HIGP
Hill Investment Group Partners
Missouri
+$2.43M
3
CFO
Collective Family Office
Pennsylvania
+$1.94M
4
CL
CPWM LLC
Washington
+$1.88M
5
CPA
Cardiff Park Advisors
California
+$1.64M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
2
GTAM
Global Trust Asset Management
Florida
-$814K
3
APG
Abacus Planning Group
South Carolina
-$293K
4
SHFA
SC&H Financial Advisors
Maryland
-$70.1K
5
FAG
Fortitude Advisory Group
Washington
-$70K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
26
Herold Advisors
New York
– -$33.9K -645 Closed
UBS Group
27
UBS Group
Switzerland
– -$7K -133 Closed
1
2

AVRE Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q2 2022, worth a combined $84.1M — up 207% from $27.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVRE positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Waypoint Capital Advisors, opening a new position worth an estimated $4.6M. The largest seller was Citadel Advisors, cutting an estimated $1.56M.

  • 23 institutional investors held Avantis Real Estate ETF (AVRE) as of Q2 2022, up from 18 in Q1 2022.
  • Funds reported $84.1M of Avantis Real Estate ETF stock for Q2 2022, up 207% quarter-over-quarter.
  • 9 funds opened new Avantis Real Estate ETF positions in Q2 2022 and 4 closed out, a net change of +5 holders.
  • The largest Avantis Real Estate ETF buyer in Q2 2022 was Waypoint Capital Advisors, an estimated $4.6M added.
  • The largest Avantis Real Estate ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2022.