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Avantis Real Estate ETF
AVRE

121 hedge funds and large institutions have $452M invested in Avantis Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

12.31% more ownership

Funds ownership: 74.99% → 87.31% (+12%)

10% more funds holding

Funds holding: 110 → 121 (+11)

10% more capital invested

Capital invested by funds: $412M → $452M (+$39.9M)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.59%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
24
Increased
58
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LA
LexAurum Advisors
Kansas
+$5.59M
2
EF
Empowered Funds
Pennsylvania
+$5.32M
3
CFA
Capstone Financial Advisors
Illinois
+$3.49M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.73M
5
LPL Financial
LPL Financial
California
+$2.09M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$6.71M
2
SW
Simplicity Wealth
New Jersey
-$3.32M
3
CAM
Cresset Asset Management
Illinois
-$1.99M
4
FFM
Forum Financial Management
Illinois
-$1.64M
5
Jane Street
Jane Street
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Strategic Blueprint
Georgia
$4.9M +$240K +5,359 +5%
VF
27
Vestment Financial
Minnesota
$4.57M +$4.94M +110,580 New
NRWA
28
North Ridge Wealth Advisors
Oregon
$4.33M -$73.1K -1,634 -2%
QHA
29
Quarry Hill Advisors
Minnesota
$4.32M +$291K +6,520 +7%
CFO
30
Collective Family Office
Pennsylvania
$4.32M +$198K +4,427 +4%
CPIG
31
Chicago Partners Investment Group
Illinois
$3.88M +$282K +6,297 +7%
Jane Street
32
Jane Street
New York
$3.86M -$1.01M -22,629 -20%
WFA
33
WMG Financial Advisors
Tennessee
$3.85M +$232K +5,181 +6%
BHWM
34
Beaird Harris Wealth Management
Texas
$3.52M -$13.5K -303 -0.4%
LEFP
35
Leading Edge Financial Planning
Tennessee
$3.37M +$1.09M +24,281 +43%
AWM
36
Aprio Wealth Management
Georgia
$3.22M -$446K -9,970 -11%
PLFA
37
Pacific Life Fund Advisors
California
$3.13M +$88.2K +1,972 +3%
LG
38
LAM Group
Oregon
$3.12M -$409K -9,140 -11%
PWM
39
Parkshore Wealth Management
California
$3.09M +$3.29M +73,672 New
RLIM
40
Red Lighthouse Investment Management
New York
$2.95M +$75K +1,678 +2%
VWA
41
Valued Wealth Advisors
Utah
$2.94M +$109K +2,446 +4%
PAS
42
Park Avenue Securities
New York
$2.87M +$523K +11,709 +21%
BH
43
Burk Holdings
Oklahoma
$2.63M +$2.8M +62,703 New
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2.56M +$2.73M +61,020 New
AWM
45
Austin Wealth Management
Texas
$2.49M +$291K +6,505 +12%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.42M +$79.8K +1,785 +3%
CPA
47
Cardiff Park Advisors
California
$2.42M +$11.2K +251 +0.4%
DFC
48
DBK Financial Counsel
Ohio
$2.23M +$19K +424 +0.8%
HIA
49
HTG Investment Advisors
Connecticut
$2.21M +$213K +4,769 +10%
SCM
50
SOL Capital Management
Maryland
$2.11M -$88.7K -1,985 -4%
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AVRE Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2024, worth a combined $452M — up 9.7% from $412M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVRE positions and 12 closed out — a net gain of 12 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was LexAurum Advisors, opening a new position worth an estimated $5.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.71M sold.

  • 121 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $452M of Avantis Real Estate ETF stock for Q4 2024, up 9.7% quarter-over-quarter.
  • 24 funds opened new Avantis Real Estate ETF positions in Q4 2024 and 12 closed out, a net change of +12 holders.
  • The largest Avantis Real Estate ETF buyer in Q4 2024 was LexAurum Advisors, an estimated $5.59M added.
  • The largest Avantis Real Estate ETF seller in Q4 2024 was Citadel Advisors, an estimated $6.71M sold.

Based on aggregated 13F filings for Q4 2024.