Avantis Real Estate ETF
AVRE
26 hedge funds and large institutions have $82.5M invested in Avantis Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 23 → 26 (+3)
2% less capital invested
Capital invested by funds: $84.1M → $82.5M (-$1.59M)
5.12% less ownership
Funds ownership: 65.14% → 60.02% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
+$5.16M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$1.99M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$1.9M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$1.77M |
| 5 |
BDF
Balasa Dinverno & Foltz
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$580K |
| 2 |
CL
CPWM LLC
Seattle,
Washington
|
-$479K |
| 3 |
SHFA
SC&H Financial Advisors
Sparks,
Maryland
|
-$432K |
| 4 |
W
WorthPointe
La Jolla,
California
|
-$261K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
26
SJS Investment Consulting
Sylvania,
Ohio
| $3K | +$3.44K | +76 | New |
|
|
27
Jane Street
New York
| – | -$580K | -13,054 | Closed |
|
|
SHFA
28
SC&H Financial Advisors
Sparks,
Maryland
| – | -$432K | -9,717 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$219K | -4,935 | Closed |
|
AVRE Hedge Fund Activity: Q3 2022 in Review
26 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2022, worth a combined $82.5M — down 1.9% from $84.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AVRE positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was ShankerValleau Wealth Advisors, opening a new position worth an estimated $5.16M. The largest seller was Jane Street, exiting entirely with an estimated $580K sold.
- 26 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $82.5M of Avantis Real Estate ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
- 6 funds opened new Avantis Real Estate ETF positions in Q3 2022 and 3 closed out, a net change of +3 holders.
- The largest Avantis Real Estate ETF buyer in Q3 2022 was ShankerValleau Wealth Advisors, an estimated $5.16M added.
- The largest Avantis Real Estate ETF seller in Q3 2022 was Jane Street, an estimated $580K sold.
Based on aggregated 13F filings for Q3 2022.