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Avantis Real Estate ETF
AVRE

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.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

6% more funds holding

Funds holding: 72 → 76 (+4)

2% more capital invested

Capital invested by funds: $234M → $238M (+$4.03M)

0.55% more ownership

Funds ownership: 72.59% → 73.15% (+0.55%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

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
Jane Street
New York
+$5.5M
2
NB
Nicolet Bankshares
Wisconsin
+$2.93M
3
American Century Companies
American Century Companies
Missouri
+$1.82M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.8M
5
BHWM
Beaird Harris Wealth Management
Texas
+$1.52M

Top Sellers

1
LG
LAM Group
Oregon
-$1.24M
2
AWM
Aprio Wealth Management
Georgia
-$949K
3
PWA
PCG Wealth Advisors
Kansas
-$815K
4
OMC
Old Mission Capital
Illinois
-$769K
5
QHA
Quarry Hill Advisors
Minnesota
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
26
Red Lighthouse Investment Management
New York
$2.8M +$70.2K +1,730 +2%
OIA
27
OneDigital Investment Advisors
Kansas
$2.67M +$406K +10,016 +16%
CPA
28
Cardiff Park Advisors
California
$2.16M +$25.5K +628 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$1.79M +$1.8M +44,370 New
CFO
30
Collective Family Office
Pennsylvania
$1.71M -$121K -2,992 -6%
LPL Financial
31
LPL Financial
California
$1.7M +$888K +21,894 +93%
TFA
32
Triad Financial Advisors
North Carolina
$1.7M +$212K +5,215 +13%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.6M +$447K +11,032 +35%
BHWM
34
Beaird Harris Wealth Management
Texas
$1.6M +$1.52M +37,500 +754%
FFM
35
Forum Financial Management
Illinois
$1.51M +$126K +3,099 +8%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.42M +$62.1K +1,530 +4%
FAAM
37
First Ascent Asset Management
Colorado
$1.21M +$173K +4,262 +15%
SHFA
38
SC&H Financial Advisors
Maryland
$1.16M +$129K +3,190 +11%
PAS
39
Park Avenue Securities
New York
$1.15M +$279K +6,883 +29%
Citadel Advisors
40
Citadel Advisors
Florida
$1.1M +$1.19M +29,327 New
WFA
41
WMG Financial Advisors
Tennessee
$995K +$96.7K +2,385 +10%
Creative Planning
42
Creative Planning
Kansas
$871K -$1.46K -36 -0.2%
SAM
43
Satovsky Asset Management
New York
$807K -$7.83K -193 -0.9%
FFM
44
Flagstone Financial Management
Nebraska
$702K +$130K +3,196 +21%
AWM
45
Austin Wealth Management
Texas
$685K +$702K +17,306 New
AFA
46
Alpha Financial Advisors
North Carolina
$577K -$32.2K -795 -5%
BA
47
Bridgewater Advisors
New York
$400K +$432K +10,660 New
WCWM
48
Willow Creek Wealth Management
California
$400K +$75.7K +1,867 +21%
HNWA
49
Henrickson Nauta Wealth Advisors
Michigan
$396K – – –
MML Investors Services
50
MML Investors Services
Massachusetts
$381K +$139K +3,422 +51%
1
2
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AVRE Hedge Fund Activity: Q3 2023 in Review

76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2023, worth a combined $238M — up 1.7% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVRE positions and 5 closed out — a net gain of 5 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $5.5M. The largest seller was LAM Group, cutting an estimated $1.24M.

  • 76 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2023, up from 72 in Q2 2023.
  • Funds reported $238M of Avantis Real Estate ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 10 funds opened new Avantis Real Estate ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest Avantis Real Estate ETF buyer in Q3 2023 was Jane Street, an estimated $5.5M added.
  • The largest Avantis Real Estate ETF seller in Q3 2023 was LAM Group, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2023.