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Avantis Real Estate ETF
AVRE

Overview Fund Activity

61 hedge funds and large institutions have $198M invested in Avantis Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
0.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
14
Increased
33
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
WorthPointe
California
$10.2M
2
HIGP
2
Hill Investment Group Partners
Missouri
$23.3M
3
NRWA
3
North Ridge Wealth Advisors
Oregon
$4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$7.68M
5
American Century Companies
5
American Century Companies
Missouri
$4.45M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$406K
3
NL
3
NWAM LLC
Washington
$0
4
DPI
4
Diversified Portfolios Inc
Michigan
$283K
5
RLIM
5
Red Lighthouse Investment Management
New York
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
26
Triad Financial Advisors
North Carolina
$1.38M 33,360 +7,461 +29%
SAM
27
Satovsky Asset Management
New York
$1.13M 27,241 +1,360 +5%
LGWM
28
Litman Gregory Wealth Management
California
$1.13M 27,241 +27,241 New
Creative Planning
29
Creative Planning
Kansas
$1.09M 26,401 +26,401 New
FAAM
30
First Ascent Asset Management
Colorado
$1.06M 25,483 +1,054 +4%
SHFA
31
SC&H Financial Advisors
Maryland
$1.04M 25,168 +4,913 +24%
LPL Financial
32
LPL Financial
California
$888K 21,425 +1,966 +10%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$814K 19,624 +19,624 New
PWA
34
PCG Wealth Advisors
Kansas
$802K 19,340 +2,684 +16%
PAS
35
Park Avenue Securities
New York
$791K 19,068 +19,068 New
AFA
36
Alpha Financial Advisors
North Carolina
$790K 19,058 -272 -1%
WFA
37
WMG Financial Advisors
Tennessee
$671K 11,571 +11,571 New
GTAM
38
Global Trust Asset Management
Florida
$445K 10,735 – –
BAM
39
Bayshore Asset Management
Florida
$410K 9,885 +1,102 +13%
Citadel Advisors
40
Citadel Advisors
Florida
$406K 9,797 -24,652 -72%
WCWM
41
Willow Creek Wealth Management
California
$364K 8,789 +505 +6%
LFGO
42
Legacy Financial Group (Oklahoma)
Oklahoma
$317K 7,642 +516 +7%
DPI
43
Diversified Portfolios Inc
Michigan
$283K 6,819 -6,697 -50%
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$275K 6,633 – –
APG
45
Abacus Planning Group
South Carolina
$256K 6,164 +121 +2%
PAWA
46
Palo Alto Wealth Advisors
California
$226K 5,440 – –
WRPWM
47
Werba Rubin Papier Wealth Management
California
$220K 5,311 +5,311 New
EWA
48
EverSource Wealth Advisors
Alabama
$211K 5,098 +5,098 New
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$209K 5,053 +12 +0.2%
TIM
50
Tortoise Investment Management
New York
$179K 4,320 +4,320 New
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