We are live on ! Find out more
AVRE icon

Avantis Real Estate ETF
AVRE

110 hedge funds and large institutions have $412M invested in Avantis Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

127% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $371M → $412M (+$41.2M)

10% more funds holding

Funds holding: 100 → 110 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

2.83% less ownership

Funds ownership: 77.83% → 74.99% (-2.8%)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.58%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
59
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
Simplicity Wealth
New Jersey
+$2.82M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.82M
3
PWS
Physician Wealth Solutions
Nevada
+$2.5M
4
CAM
Cresset Asset Management
Illinois
+$1.89M
5
LPL Financial
LPL Financial
California
+$1.74M

Top Sellers

1
AWM
Aprio Wealth Management
Georgia
-$19.3M
2
Jane Street
Jane Street
New York
-$3.81M
3
SWA
ShankerValleau Wealth Advisors
Illinois
-$1.74M
4
CCM
Carlson Capital Management
Minnesota
-$1.62M
5
CFA
Capstone Financial Advisors
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$5.05M +$1.74M +38,879 +57%
NRWA
27
North Ridge Wealth Advisors
Oregon
$4.94M -$19.6K -437 -0.4%
CFO
28
Collective Family Office
Pennsylvania
$4.65M +$503K +11,212 +13%
QHA
29
Quarry Hill Advisors
Minnesota
$4.55M +$61.3K +1,366 +1%
AWM
30
Aprio Wealth Management
Georgia
$4.09M -$19.3M -429,495 -83%
WFA
31
WMG Financial Advisors
Tennessee
$4.09M +$508K +11,318 +15%
CPIG
32
Chicago Partners Investment Group
Illinois
$4.02M -$40.7K -906 -1%
BHWM
33
Beaird Harris Wealth Management
Texas
$3.97M -$6.06K -135 -0.2%
LG
34
LAM Group
Oregon
$3.94M +$827K +18,425 +28%
PLFA
35
Pacific Life Fund Advisors
California
$3.43M +$1.47M +32,729 +82%
SW
36
Simplicity Wealth
New Jersey
$3.32M +$2.82M +62,804 +828%
RLIM
37
Red Lighthouse Investment Management
New York
$3.24M +$2.11K +47 +0.1%
VWA
38
Valued Wealth Advisors
Utah
$3.19M +$71.8K +1,600 +2%
WCA
39
Waypoint Capital Advisors
Minnesota
$3.08M -$1.03M -22,986 -26%
CPA
40
Cardiff Park Advisors
California
$2.71M +$16.2K +361 +0.6%
PAS
41
Park Avenue Securities
New York
$2.68M +$327K +7,283 +15%
LEFP
42
Leading Edge Financial Planning
Tennessee
$2.64M +$1.28M +28,584 +104%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.64M +$279K +6,226 +12%
DFC
44
DBK Financial Counsel
Ohio
$2.49M -$52.7K -1,175 -2%
SCM
45
SOL Capital Management
Maryland
$2.47M -$356K -7,923 -13%
AWM
46
Austin Wealth Management
Texas
$2.44M +$279K +6,228 +13%
HIA
47
HTG Investment Advisors
Connecticut
$2.26M +$227K +5,060 +12%
CAM
48
Cresset Asset Management
Illinois
$1.99M +$1.89M +42,130 New
WWP
49
Waypoint Wealth Partners
California
$1.78M – – –
FFM
50
Forum Financial Management
Illinois
$1.64M -$130K -2,901 -8%
1
2
3 4 5

AVRE Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2024, worth a combined $412M — up 11% from $371M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVRE positions and 5 closed out — a net gain of 10 holders — while 59 added to existing stakes and 26 trimmed.

The largest buyer was Simplicity Wealth, adding an estimated $2.82M. The largest seller was Aprio Wealth Management, cutting an estimated $19.3M.

  • 110 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $412M of Avantis Real Estate ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 15 funds opened new Avantis Real Estate ETF positions in Q3 2024 and 5 closed out, a net change of +10 holders.
  • The largest Avantis Real Estate ETF buyer in Q3 2024 was Simplicity Wealth, an estimated $2.82M added.
  • The largest Avantis Real Estate ETF seller in Q3 2024 was Aprio Wealth Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2024.