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Avantis Real Estate ETF
AVRE

Overview Fund Activity

92 hedge funds and large institutions have $301M invested in Avantis Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.35%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
26
Increased
41
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Carlson Capital Management
Minnesota
$16.2M
2
PC
2
Prairiewood Capital
North Dakota
$7.86M
3
PWS
3
Physician Wealth Solutions
Nevada
$5.46M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.76M
5
HIGP
5
Hill Investment Group Partners
Missouri
$30.5M

Top Sellers

1
QFA
1
Quantum Financial Advisors
California
$21M
2
B
2
BetterWealth
California
$6.94M
3
LG
3
LAM Group
Oregon
$4.02M
4
WCA
4
Waypoint Capital Advisors
Minnesota
$4.72M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LG
26
LAM Group
Oregon
$4.02M 92,765 -69,535 -43%
EFN
27
Equita Financial Network
Pennsylvania
$3.82M 88,126 -1,872 -2%
PLFA
28
Pacific Life Fund Advisors
California
$3.51M 81,099 +354 +0.4%
QHA
29
Quarry Hill Advisors
Minnesota
$3.46M 79,866 -5,771 -7%
CPIG
30
Chicago Partners Investment Group
Illinois
$3.43M 83,143 +2,855 +4%
RLIM
31
Red Lighthouse Investment Management
New York
$3.41M 78,812 +4,333 +6%
BHWM
32
Beaird Harris Wealth Management
Texas
$3.04M 70,229 +27,756 +65%
CFO
33
Collective Family Office
Pennsylvania
$2.71M 62,592 +17,129 +38%
LPL Financial
34
LPL Financial
California
$2.63M 60,824 +15,507 +34%
CPA
35
Cardiff Park Advisors
California
$2.51M 57,917 +351 +0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.43M 56,201 +13,718 +32%
WFA
37
WMG Financial Advisors
Tennessee
$2.41M 55,607 +29,127 +110%
DFC
38
DBK Financial Counsel
Ohio
$2.26M 52,140 +52,140 New
VWA
39
Valued Wealth Advisors
Utah
$1.88M 50,063 +50,063 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.7M 39,151 +39,151 New
WWP
41
Waypoint Wealth Partners
California
$1.63M 37,717 +37,717 New
PAS
42
Park Avenue Securities
New York
$1.53M 35,247 +4,620 +15%
FAAM
43
First Ascent Asset Management
Colorado
$1.5M 34,611 +2,286 +7%
CFA
44
Capstone Financial Advisors
Illinois
$1.42M 32,829 +32,829 New
AWM
45
Austin Wealth Management
Texas
$1.38M 33,395 +16,089 +93%
AC
46
Apella Capital
Connecticut
$1.15M 27,099 +18,532 +216%
HIA
47
HTG Investment Advisors
Connecticut
$1.13M 26,047 +26,047 New
SHFA
48
SC&H Financial Advisors
Maryland
$1.07M 24,698 -6,278 -20%
Creative Planning
49
Creative Planning
Kansas
$1.03M 23,814 +625 +3%
SAM
50
Satovsky Asset Management
New York
$908K 20,957 -518 -2%
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