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Avantis Real Estate ETF
AVRE

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.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

104% more capital invested

Capital invested by funds: $82.5M → $168M (+$85.4M)

92% more funds holding

Funds holding: 26 → 50 (+24)

8.82% more ownership

Funds ownership: 60.02% → 68.84% (+8.8%)

Holders
50
Holders Change
+24
Holders Change %
+92.31%
% of All Funds
0.8%
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
BetterWealth
California
+$10.1M
2
Jane Street
Jane Street
New York
+$8.87M
3
MWM
Merriman Wealth Management
Washington
+$7.39M
4
QFA
Quantum Financial Advisors
California
+$6.11M
5
LFG
Larson Financial Group
Missouri
+$5.98M

Top Sellers

1
CFO
Collective Family Office
Pennsylvania
-$954K
2
MRWM
ML&R Wealth Management
Texas
-$484K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$424K
4
CPIG
Chicago Partners Investment Group
Illinois
-$149K
5
AF
Allworth Financial
California
-$9.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAM
26
First Ascent Asset Management
Colorado
$1M +$990K +24,429 New
FFM
27
Forum Financial Management
Illinois
$953K +$939K +23,170 New
SHFA
28
SC&H Financial Advisors
Maryland
$833K +$821K +20,255 New
LPL Financial
29
LPL Financial
California
$800K +$789K +19,459 New
AFA
30
Alpha Financial Advisors
North Carolina
$795K +$784K +19,330 New
PWA
31
PCG Wealth Advisors
Kansas
$685K +$675K +16,656 New
DPI
32
Diversified Portfolios Inc
Michigan
$556K +$173K +4,269 +46%
NL
33
NWAM LLC
Washington
$541K +$211K +5,200 +65%
GTAM
34
Global Trust Asset Management
Florida
$441K +$7.7K +190 +2%
BAM
35
Bayshore Asset Management
Florida
$361K +$356K +8,783 New
WCWM
36
Willow Creek Wealth Management
California
$341K +$336K +8,284 New
LFGO
37
Legacy Financial Group (Oklahoma)
Oklahoma
$293K +$289K +7,126 New
HNWA
38
Henrickson Nauta Wealth Advisors
Michigan
$273K +$269K +6,633 New
APG
39
Abacus Planning Group
South Carolina
$248K +$245K +6,043 New
PAWA
40
Palo Alto Wealth Advisors
California
$224K +$221K +5,440 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$207K +$204K +5,041 New
BHWM
42
Beaird Harris Wealth Management
Texas
$167K +$44.6K +1,101 +37%
AF
43
Allworth Financial
California
$140K -$9.28K -229 -6%
AWM
44
Align Wealth Management
Oklahoma
$86.5K +$89.9K +2,218 New
TWA
45
TCI Wealth Advisors
Arizona
$75.1K +$74K +1,826 New
IA
46
IFP Advisors
Florida
$72K +$730 +18 +1%
MFC
47
Morris Financial Concepts
South Carolina
$66.2K +$37.7K +929 +137%
AFS
48
Annapolis Financial Services
Maryland
$22K +$21.6K +534 New
SIC
49
SJS Investment Consulting
Ohio
$3.14K – – –
TWD
50
True Wealth Design
Ohio
$699 +$689 +17 New
1
2
3

AVRE Hedge Fund Activity: Q4 2022 in Review

50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2022, worth a combined $168M — up 104% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AVRE positions and 4 closed out — a net gain of 26 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was BetterWealth, opening a new position worth an estimated $10.1M. The largest seller was Collective Family Office, cutting an estimated $954K.

  • 50 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2022, up from 26 in Q3 2022.
  • Funds reported $168M of Avantis Real Estate ETF stock for Q4 2022, up 104% quarter-over-quarter.
  • 30 funds opened new Avantis Real Estate ETF positions in Q4 2022 and 4 closed out, a net change of +26 holders.
  • The largest Avantis Real Estate ETF buyer in Q4 2022 was BetterWealth, an estimated $10.1M added.
  • The largest Avantis Real Estate ETF seller in Q4 2022 was Collective Family Office, an estimated $954K sold.

Based on aggregated 13F filings for Q4 2022.