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Avantis Real Estate ETF
AVRE

98 hedge funds and large institutions have $329M invested in Avantis Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $301M → $329M (+$27.6M)

7% more funds holding

Funds holding: 92 → 98 (+6)

0.36% more ownership

Funds ownership: 74.55% → 74.91% (+0.36%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
10
Increased
52
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$18.4M
2
SWA
ShankerValleau Wealth Advisors
Illinois
+$6.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.58M
4
B
BetterWealth
California
+$4.46M
5
Jane Street
Jane Street
New York
+$4.04M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$7.26M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
3
LFG
Larson Financial Group
Missouri
-$4.99M
4
QFA
Quantum Financial Advisors
California
-$4.12M
5
LG
LAM Group
Oregon
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.85M +$1.46M +34,911 +62%
SCM
27
SOL Capital Management
Maryland
$3.67M -$695K -16,644 -16%
QHA
28
Quarry Hill Advisors
Minnesota
$3.58M +$201K +4,809 +6%
CPIG
29
Chicago Partners Investment Group
Illinois
$3.43M +$130K +3,106 +4%
PLFA
30
Pacific Life Fund Advisors
California
$3.41M -$18K -431 -0.5%
BHWM
31
Beaird Harris Wealth Management
Texas
$3.35M +$376K +9,017 +13%
RLIM
32
Red Lighthouse Investment Management
New York
$3.33M +$2.5K +60 +0.1%
WFA
33
WMG Financial Advisors
Tennessee
$2.91M +$547K +13,104 +24%
Corient Private Wealth
34
Corient Private Wealth
Florida
$2.81M -$5.6M -134,177 -67%
LPL Financial
35
LPL Financial
California
$2.74M +$168K +4,015 +7%
VWA
36
Valued Wealth Advisors
Utah
$2.7M +$576K +13,786 +28%
CFO
37
Collective Family Office
Pennsylvania
$2.65M +$418 +10 +0%
DFC
38
DBK Financial Counsel
Ohio
$2.39M +$182K +4,350 +8%
CPA
39
Cardiff Park Advisors
California
$2.39M -$59.6K -1,428 -2%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.19M +$1.41M +33,708 +188%
FFM
41
Forum Financial Management
Illinois
$1.95M +$1.13M +27,181 +144%
LG
42
LAM Group
Oregon
$1.78M -$2.12M -50,660 -55%
AWM
43
Austin Wealth Management
Texas
$1.73M +$347K +8,302 +25%
PAS
44
Park Avenue Securities
New York
$1.71M +$217K +5,208 +15%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.65M -$6.51K -156 -0.4%
WWP
46
Waypoint Wealth Partners
California
$1.59M – – –
HIA
47
HTG Investment Advisors
Connecticut
$1.58M +$474K +11,354 +44%
GM
48
GeoWealth Management
Illinois
$1.53M +$1.51M +36,283 New
CFA
49
Capstone Financial Advisors
Illinois
$1.48M +$93.6K +2,241 +7%
AC
50
Apella Capital
Connecticut
$1.17M +$29.2K +700 +3%
1
2
3 4 5

AVRE Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2024, worth a combined $329M — up 9.2% from $301M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVRE positions and 3 closed out — a net gain of 7 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $18.4M. The largest seller was Carlson Capital Management, cutting an estimated $7.26M.

  • 98 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $329M of Avantis Real Estate ETF stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 10 funds opened new Avantis Real Estate ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2024 was Empowered Funds, an estimated $18.4M added.
  • The largest Avantis Real Estate ETF seller in Q1 2024 was Carlson Capital Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q1 2024.