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Avantis Real Estate ETF
AVRE

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

267% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 9

22% more funds holding

Funds holding: 50 → 61 (+11)

18% more capital invested

Capital invested by funds: $168M → $198M (+$30.6M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

0.65% more ownership

Funds ownership: 68.84% → 69.49% (+0.65%)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
0.97%
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
WorthPointe
California
+$7.44M
2
HIGP
Hill Investment Group Partners
Missouri
+$5.15M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$2.34M
4
American Century Companies
American Century Companies
Missouri
+$2.2M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.54M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.26M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
3
NL
NWAM LLC
Washington
-$541K
4
DPI
Diversified Portfolios Inc
Michigan
-$285K
5
RLIM
Red Lighthouse Investment Management
New York
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
26
Triad Financial Advisors
North Carolina
$1.38M +$318K +7,461 +29%
SAM
27
Satovsky Asset Management
New York
$1.13M +$57.9K +1,360 +5%
LGWM
28
Litman Gregory Wealth Management
California
$1.13M +$1.16M +27,241 New
Creative Planning
29
Creative Planning
Kansas
$1.09M +$1.12M +26,401 New
FAAM
30
First Ascent Asset Management
Colorado
$1.06M +$44.9K +1,054 +4%
SHFA
31
SC&H Financial Advisors
Maryland
$1.04M +$209K +4,913 +24%
LPL Financial
32
LPL Financial
California
$888K +$83.7K +1,966 +10%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$814K +$835K +19,624 New
PWA
34
PCG Wealth Advisors
Kansas
$802K +$114K +2,684 +16%
PAS
35
Park Avenue Securities
New York
$791K +$812K +19,068 New
AFA
36
Alpha Financial Advisors
North Carolina
$790K -$11.6K -272 -1%
WFA
37
WMG Financial Advisors
Tennessee
$671K +$492K +11,571 New
GTAM
38
Global Trust Asset Management
Florida
$445K – – –
BAM
39
Bayshore Asset Management
Florida
$410K +$46.9K +1,102 +13%
Citadel Advisors
40
Citadel Advisors
Florida
$406K -$1.05M -24,652 -72%
WCWM
41
Willow Creek Wealth Management
California
$364K +$21.5K +505 +6%
LFGO
42
Legacy Financial Group (Oklahoma)
Oklahoma
$317K +$22K +516 +7%
DPI
43
Diversified Portfolios Inc
Michigan
$283K -$285K -6,697 -50%
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$275K – – –
APG
45
Abacus Planning Group
South Carolina
$256K +$5.15K +121 +2%
PAWA
46
Palo Alto Wealth Advisors
California
$226K – – –
WRPWM
47
Werba Rubin Papier Wealth Management
California
$220K +$226K +5,311 New
EWA
48
EverSource Wealth Advisors
Alabama
$211K +$217K +5,098 New
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$209K +$511 +12 +0.2%
TIM
50
Tortoise Investment Management
New York
$179K +$184K +4,320 New
1
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AVRE Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2023, worth a combined $198M — up 18% from $168M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVRE positions and 2 closed out — a net gain of 12 holders — while 33 added to existing stakes and 9 trimmed.

The largest buyer was WorthPointe, adding an estimated $7.44M. The largest seller was Jane Street, cutting an estimated $3.26M.

  • 61 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $198M of Avantis Real Estate ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 14 funds opened new Avantis Real Estate ETF positions in Q1 2023 and 2 closed out, a net change of +12 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2023 was WorthPointe, an estimated $7.44M added.
  • The largest Avantis Real Estate ETF seller in Q1 2023 was Jane Street, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2023.