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Avantis Real Estate ETF
AVRE

Overview Fund Activity

76 hedge funds and large institutions have $238M invested in Avantis Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
10
Increased
44
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$14.9M
2
EFN
2
Equita Financial Network
Pennsylvania
$3.38M
3
NB
3
Nicolet Bankshares
Wisconsin
$4.53M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.79M
5
American Century Companies
5
American Century Companies
Missouri
$6.72M

Top Sellers

1
LG
1
LAM Group
Oregon
$6.1M
2
AWM
2
Aprio Wealth Management
Georgia
$7.3M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
QHA
5
Quarry Hill Advisors
Minnesota
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
RLIM
26
Red Lighthouse Investment Management
New York
$2.8M 74,479 +1,730 +2%
OIA
27
OneDigital Investment Advisors
Kansas
$2.67M 70,981 +10,016 +16%
CPA
28
Cardiff Park Advisors
California
$2.16M 57,566 +628 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$1.79M 44,370 +44,370 New
CFO
30
Collective Family Office
Pennsylvania
$1.71M 45,463 -2,992 -6%
LPL Financial
31
LPL Financial
California
$1.7M 45,317 +21,894 +93%
TFA
32
Triad Financial Advisors
North Carolina
$1.7M 45,217 +5,215 +13%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.6M 42,483 +11,032 +35%
BHWM
34
Beaird Harris Wealth Management
Texas
$1.6M 42,473 +37,500 +754%
FFM
35
Forum Financial Management
Illinois
$1.51M 40,090 +3,099 +8%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.42M 37,736 +1,530 +4%
FAAM
37
First Ascent Asset Management
Colorado
$1.21M 32,325 +4,262 +15%
SHFA
38
SC&H Financial Advisors
Maryland
$1.16M 30,976 +3,190 +11%
PAS
39
Park Avenue Securities
New York
$1.15M 30,627 +6,883 +29%
Citadel Advisors
40
Citadel Advisors
Florida
$1.1M 29,327 +29,327 New
WFA
41
WMG Financial Advisors
Tennessee
$995K 26,480 +2,385 +10%
Creative Planning
42
Creative Planning
Kansas
$871K 23,189 -36 -0.2%
SAM
43
Satovsky Asset Management
New York
$807K 21,475 -193 -0.9%
FFM
44
Flagstone Financial Management
Nebraska
$702K 18,676 +3,196 +21%
AWM
45
Austin Wealth Management
Texas
$685K 17,306 +17,306 New
AFA
46
Alpha Financial Advisors
North Carolina
$577K 15,361 -795 -5%
BA
47
Bridgewater Advisors
New York
$400K 10,660 +10,660 New
WCWM
48
Willow Creek Wealth Management
California
$400K 10,656 +1,867 +21%
HNWA
49
Henrickson Nauta Wealth Advisors
Michigan
$396K 10,541 – –
MML Investors Services
50
MML Investors Services
Massachusetts
$381K 10,143 +3,422 +51%
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