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Avantis Real Estate ETF
AVRE

Overview Fund Activity

100 hedge funds and large institutions have $371M invested in Avantis Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
12
Increased
52
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$43.4M
2
AWM
2
Aprio Wealth Management
Georgia
$21.3M
3
CFA
3
Capstone Financial Advisors
Illinois
$12.2M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$8.98M
5
PWS
5
Physician Wealth Solutions
Nevada
$10.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.22M
2
PLFA
2
Pacific Life Fund Advisors
California
$1.65M
3
WCA
3
Waypoint Capital Advisors
Minnesota
$3.64M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.28M
5
SCM
5
SOL Capital Management
Maryland
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
NRWA
26
North Ridge Wealth Advisors
Oregon
$4.34M 105,323 +4,885 +5%
QHA
27
Quarry Hill Advisors
Minnesota
$3.92M 95,174 +10,499 +12%
CPIG
28
Chicago Partners Investment Group
Illinois
$3.86M 88,269 +2,020 +2%
WCA
29
Waypoint Capital Advisors
Minnesota
$3.64M 88,379 -34,078 -28%
CFO
30
Collective Family Office
Pennsylvania
$3.6M 87,341 +24,739 +40%
BHWM
31
Beaird Harris Wealth Management
Texas
$3.48M 84,313 +5,067 +6%
Citadel Advisors
32
Citadel Advisors
Florida
$3.28M 79,568 -30,233 -28%
WFA
33
WMG Financial Advisors
Tennessee
$3.11M 75,370 +6,659 +10%
RLIM
34
Red Lighthouse Investment Management
New York
$2.83M 68,628 -10,244 -13%
LPL Financial
35
LPL Financial
California
$2.81M 68,211 +3,372 +5%
VWA
36
Valued Wealth Advisors
Utah
$2.72M 66,027 +2,178 +3%
LG
37
LAM Group
Oregon
$2.68M 65,090 +22,985 +55%
SCM
38
SOL Capital Management
Maryland
$2.48M 60,270 -26,485 -31%
CPA
39
Cardiff Park Advisors
California
$2.35M 57,047 +558 +1%
DFC
40
DBK Financial Counsel
Ohio
$2.22M 53,970 -2,520 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.05M 49,822 -1,857 -4%
PAS
42
Park Avenue Securities
New York
$2.04M 49,532 +9,077 +22%
AWM
43
Austin Wealth Management
Texas
$1.98M 46,390 +4,693 +11%
HIA
44
HTG Investment Advisors
Connecticut
$1.77M 42,962 +5,561 +15%
PLFA
45
Pacific Life Fund Advisors
California
$1.65M 40,003 -40,665 -50%
WWP
46
Waypoint Wealth Partners
California
$1.55M 37,717 – –
FFM
47
Forum Financial Management
Illinois
$1.55M 37,681 -8,341 -18%
GM
48
GeoWealth Management
Illinois
$1.47M 35,669 -614 -2%
CNC
49
Citizens & Northern Corp
Pennsylvania
$1.35M 32,777 +32,777 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.16M 28,219 +10,866 +63%
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