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Avantis Real Estate ETF
AVRE

Overview Fund Activity

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.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.59%
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
1
Simplicity Wealth
New Jersey
$3.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.71M
3
PWS
3
Physician Wealth Solutions
Nevada
$14.2M
4
CAM
4
Cresset Asset Management
Illinois
$1.99M
5
LPL Financial
5
LPL Financial
California
$5.05M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$4.09M
2
Jane Street
2
Jane Street
New York
$5.4M
3
SWA
3
ShankerValleau Wealth Advisors
Illinois
$13.3M
4
CCM
4
Carlson Capital Management
Minnesota
$6.69M
5
CFA
5
Capstone Financial Advisors
Illinois
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$5.05M 107,090 +38,879 +57%
NRWA
27
North Ridge Wealth Advisors
Oregon
$4.94M 104,886 -437 -0.4%
CFO
28
Collective Family Office
Pennsylvania
$4.65M 98,553 +11,212 +13%
QHA
29
Quarry Hill Advisors
Minnesota
$4.55M 96,540 +1,366 +1%
AWM
30
Aprio Wealth Management
Georgia
$4.09M 86,724 -429,495 -83%
WFA
31
WMG Financial Advisors
Tennessee
$4.09M 86,688 +11,318 +15%
CPIG
32
Chicago Partners Investment Group
Illinois
$4.02M 87,363 -906 -1%
BHWM
33
Beaird Harris Wealth Management
Texas
$3.97M 84,178 -135 -0.2%
LG
34
LAM Group
Oregon
$3.94M 83,515 +18,425 +28%
PLFA
35
Pacific Life Fund Advisors
California
$3.43M 72,732 +32,729 +82%
SW
36
Simplicity Wealth
New Jersey
$3.32M 70,392 +62,804 +828%
RLIM
37
Red Lighthouse Investment Management
New York
$3.24M 68,675 +47 +0.1%
VWA
38
Valued Wealth Advisors
Utah
$3.19M 67,627 +1,600 +2%
WCA
39
Waypoint Capital Advisors
Minnesota
$3.08M 65,393 -22,986 -26%
CPA
40
Cardiff Park Advisors
California
$2.71M 57,408 +361 +0.6%
PAS
41
Park Avenue Securities
New York
$2.68M 56,815 +7,283 +15%
LEFP
42
Leading Edge Financial Planning
Tennessee
$2.64M 56,055 +28,584 +104%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.64M 56,048 +6,226 +12%
DFC
44
DBK Financial Counsel
Ohio
$2.49M 52,795 -1,175 -2%
SCM
45
SOL Capital Management
Maryland
$2.47M 52,347 -7,923 -13%
AWM
46
Austin Wealth Management
Texas
$2.44M 52,618 +6,228 +13%
HIA
47
HTG Investment Advisors
Connecticut
$2.26M 48,022 +5,060 +12%
CAM
48
Cresset Asset Management
Illinois
$1.99M 42,130 +42,130 New
WWP
49
Waypoint Wealth Partners
California
$1.78M 37,717 – –
FFM
50
Forum Financial Management
Illinois
$1.64M 34,780 -2,901 -8%
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