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Avantis Real Estate ETF
AVRE

Overview Fund Activity

50 hedge funds and large institutions have $168M invested in Avantis Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+24
Holders Change %
+92.31%
% of All Funds
0.81%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
30
Increased
16
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
BetterWealth
California
$10.3M
2
Jane Street
2
Jane Street
New York
$9M
3
MWM
3
Merriman Wealth Management
Washington
$8.52M
4
PLFA
4
Pacific Life Fund Advisors
California
$6.65M
5
QFA
5
Quantum Financial Advisors
California
$47.8M

Top Sellers

1
CFO
1
Collective Family Office
Pennsylvania
$1.71M
2
MRWM
2
ML&R Wealth Management
Texas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$0
4
CPIG
4
Chicago Partners Investment Group
Illinois
$3.14M
5
AF
5
Allworth Financial
California
$140K
Name Market Value Shares Shares
Change 		Shares
Change %
FAAM
26
First Ascent Asset Management
Colorado
$1M 24,429 +24,429 New
FFM
27
Forum Financial Management
Illinois
$953K 23,170 +23,170 New
SHFA
28
SC&H Financial Advisors
Maryland
$833K 20,255 +20,255 New
LPL Financial
29
LPL Financial
California
$800K 19,459 +19,459 New
AFA
30
Alpha Financial Advisors
North Carolina
$795K 19,330 +19,330 New
PWA
31
PCG Wealth Advisors
Kansas
$685K 16,656 +16,656 New
DPI
32
Diversified Portfolios Inc
Michigan
$556K 13,516 +4,269 +46%
NL
33
NWAM LLC
Washington
$541K 13,160 +5,200 +65%
GTAM
34
Global Trust Asset Management
Florida
$441K 10,735 +190 +2%
BAM
35
Bayshore Asset Management
Florida
$361K 8,783 +8,783 New
WCWM
36
Willow Creek Wealth Management
California
$341K 8,284 +8,284 New
LFGO
37
Legacy Financial Group (Oklahoma)
Oklahoma
$293K 7,126 +7,126 New
HNWA
38
Henrickson Nauta Wealth Advisors
Michigan
$273K 6,633 +6,633 New
APG
39
Abacus Planning Group
South Carolina
$248K 6,043 +6,043 New
PAWA
40
Palo Alto Wealth Advisors
California
$224K 5,440 +5,440 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$207K 5,041 +5,041 New
BHWM
42
Beaird Harris Wealth Management
Texas
$167K 4,058 +1,101 +37%
AF
43
Allworth Financial
California
$140K 3,397 -229 -6%
AWM
44
Align Wealth Management
Oklahoma
$86.5K 2,218 +2,218 New
TWA
45
TCI Wealth Advisors
Arizona
$75.1K 1,826 +1,826 New
IA
46
IFP Advisors
Florida
$72K 1,404 +18 +1%
MFC
47
Morris Financial Concepts
South Carolina
$66.2K 1,609 +929 +137%
AFS
48
Annapolis Financial Services
Maryland
$22K 534 +534 New
SIC
49
SJS Investment Consulting
Ohio
$3.14K 76 – –
TWD
50
True Wealth Design
Ohio
$699 17 +17 New
1
2
3