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Avantis Real Estate ETF
AVRE

Overview Fund Activity

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.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.61%
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
CIG
1
CCM Investment Group
Minnesota
$49.3M
2
LA
2
LexAurum Advisors
Kansas
$5.24M
3
EF
3
Empowered Funds
Pennsylvania
$49.8M
4
VF
4
Vestment Financial
Minnesota
$4.57M
5
CFA
5
Capstone Financial Advisors
Illinois
$14.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SW
2
Simplicity Wealth
New Jersey
$0
3
CAM
3
Cresset Asset Management
Illinois
$0
4
FFM
4
Forum Financial Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$4.9M 116,844 +5,359 +5%
VF
27
Vestment Financial
Minnesota
$4.57M 110,580 +110,580 New
NRWA
28
North Ridge Wealth Advisors
Oregon
$4.33M 103,252 -1,634 -2%
QHA
29
Quarry Hill Advisors
Minnesota
$4.32M 103,060 +6,520 +7%
CFO
30
Collective Family Office
Pennsylvania
$4.32M 102,980 +4,427 +4%
CPIG
31
Chicago Partners Investment Group
Illinois
$3.88M 93,660 +6,297 +7%
Jane Street
32
Jane Street
New York
$3.86M 92,014 -22,629 -20%
WFA
33
WMG Financial Advisors
Tennessee
$3.85M 91,869 +5,181 +6%
BHWM
34
Beaird Harris Wealth Management
Texas
$3.52M 83,875 -303 -0.4%
LEFP
35
Leading Edge Financial Planning
Tennessee
$3.37M 80,336 +24,281 +43%
AWM
36
Aprio Wealth Management
Georgia
$3.22M 76,754 -9,970 -11%
PLFA
37
Pacific Life Fund Advisors
California
$3.13M 74,704 +1,972 +3%
LG
38
LAM Group
Oregon
$3.12M 74,375 -9,140 -11%
PWM
39
Parkshore Wealth Management
California
$3.09M 73,672 +73,672 New
RLIM
40
Red Lighthouse Investment Management
New York
$2.95M 70,353 +1,678 +2%
VWA
41
Valued Wealth Advisors
Utah
$2.94M 70,073 +2,446 +4%
PAS
42
Park Avenue Securities
New York
$2.87M 68,524 +11,709 +21%
BH
43
Burk Holdings
Oklahoma
$2.63M 62,703 +62,703 New
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2.56M 61,020 +61,020 New
AWM
45
Austin Wealth Management
Texas
$2.49M 59,123 +6,505 +12%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.42M 57,833 +1,785 +3%
CPA
47
Cardiff Park Advisors
California
$2.42M 57,659 +251 +0.4%
DFC
48
DBK Financial Counsel
Ohio
$2.23M 53,219 +424 +0.8%
HIA
49
HTG Investment Advisors
Connecticut
$2.21M 52,791 +4,769 +10%
SCM
50
SOL Capital Management
Maryland
$2.11M 50,362 -1,985 -4%
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