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Avantis Real Estate ETF
AVRE

Overview Fund Activity

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.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.42%
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
1
Empowered Funds
Pennsylvania
$18.6M
2
SWA
2
ShankerValleau Wealth Advisors
Illinois
$12.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.64M
4
B
4
BetterWealth
California
$11.3M
5
Jane Street
5
Jane Street
New York
$23.6M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$8.42M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$2.81M
3
LFG
3
Larson Financial Group
Missouri
$656K
4
QFA
4
Quantum Financial Advisors
California
$16.3M
5
LG
5
LAM Group
Oregon
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.85M 91,112 +34,911 +62%
SCM
27
SOL Capital Management
Maryland
$3.67M 86,755 -16,644 -16%
QHA
28
Quarry Hill Advisors
Minnesota
$3.58M 84,675 +4,809 +6%
CPIG
29
Chicago Partners Investment Group
Illinois
$3.43M 86,249 +3,106 +4%
PLFA
30
Pacific Life Fund Advisors
California
$3.41M 80,668 -431 -0.5%
BHWM
31
Beaird Harris Wealth Management
Texas
$3.35M 79,246 +9,017 +13%
RLIM
32
Red Lighthouse Investment Management
New York
$3.33M 78,872 +60 +0.1%
WFA
33
WMG Financial Advisors
Tennessee
$2.91M 68,711 +13,104 +24%
Corient Private Wealth
34
Corient Private Wealth
Florida
$2.81M 66,373 -134,177 -67%
LPL Financial
35
LPL Financial
California
$2.74M 64,839 +4,015 +7%
VWA
36
Valued Wealth Advisors
Utah
$2.7M 63,849 +13,786 +28%
CFO
37
Collective Family Office
Pennsylvania
$2.65M 62,602 +10 +0%
DFC
38
DBK Financial Counsel
Ohio
$2.39M 56,490 +4,350 +8%
CPA
39
Cardiff Park Advisors
California
$2.39M 56,489 -1,428 -2%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.19M 51,679 +33,708 +188%
FFM
41
Forum Financial Management
Illinois
$1.95M 46,022 +27,181 +144%
LG
42
LAM Group
Oregon
$1.78M 42,105 -50,660 -55%
AWM
43
Austin Wealth Management
Texas
$1.73M 41,697 +8,302 +25%
PAS
44
Park Avenue Securities
New York
$1.71M 40,455 +5,208 +15%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.65M 38,995 -156 -0.4%
WWP
46
Waypoint Wealth Partners
California
$1.59M 37,717 – –
HIA
47
HTG Investment Advisors
Connecticut
$1.58M 37,401 +11,354 +44%
GM
48
GeoWealth Management
Illinois
$1.53M 36,283 +36,283 New
CFA
49
Capstone Financial Advisors
Illinois
$1.48M 35,070 +2,241 +7%
AC
50
Apella Capital
Connecticut
$1.17M 27,799 +700 +3%
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