AVRE icon

Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $491M invested in Avantis Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.81%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.18%
New
19
Increased
70
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$13.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$5.36M
3
SW
Simplicity Wealth
New Jersey
+$4.18M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$3.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.34M

Top Sellers

1
CW
Curio Wealth
Maryland
-$94.6M
2
CFA
Capstone Financial Advisors
Illinois
-$2.68M
3
Jane Street
Jane Street
New York
-$1.99M
4
HP
Haven Private
Florida
-$494K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Vestment Financial
Minnesota
$5.16M +$377K +8,715 +8%
OIA
27
OneDigital Investment Advisors
Kansas
$5.04M -$173K -4,028 -3%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$4.96M +$2.34M +54,344 +89%
QHA
29
Quarry Hill Advisors
Minnesota
$4.91M +$476K +11,078 +11%
CFO
30
Collective Family Office
Pennsylvania
$4.74M +$312K +7,251 +7%
LG
31
LAM Group
Oregon
$4.53M +$1.33M +30,840 +41%
LEFP
32
Leading Edge Financial Planning
Tennessee
$4.48M +$1.02M +23,782 +30%
NRWA
33
North Ridge Wealth Advisors
Oregon
$4.42M -$18.1K -420 -0.4%
SW
34
Simplicity Wealth
New Jersey
$4.18M +$4.18M +97,275 New
WFA
35
WMG Financial Advisors
Tennessee
$4.18M +$232K +5,403 +6%
CPIG
36
Chicago Partners Investment Group
Illinois
$4.12M +$19.7K +450 +0.5%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$3.7M +$3.7M +86,021 New
BHWM
38
Beaird Harris Wealth Management
Texas
$3.6M -$8.09K -188 -0.2%
PAS
39
Park Avenue Securities
New York
$3.34M +$396K +9,207 +13%
RLIM
40
Red Lighthouse Investment Management
New York
$3.33M +$360K +8,519 +12%
VWA
41
Valued Wealth Advisors
Utah
$3.29M +$271K +6,305 +9%
AWM
42
Austin Wealth Management
Texas
$3.16M +$637K +14,933 +25%
PLFA
43
Pacific Life Fund Advisors
California
$3.03M -$183K -4,262 -6%
AWM
44
Aprio Wealth Management
Georgia
$3.03M -$276K -6,409 -8%
PWM
45
Parkshore Wealth Management
California
$3.02M -$154K -3,569 -5%
BH
46
Burk Holdings
Oklahoma
$2.74M +$38.6K +897 +1%
HIA
47
HTG Investment Advisors
Connecticut
$2.64M +$365K +8,497 +16%
CPA
48
Cardiff Park Advisors
California
$2.5M +$19.5K +454 +0.8%
FPAS
49
Focus Partners Advisor Solutions
Missouri
$2.46M +$1.22M +28,270 +98%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.33M -$162K -3,768 -7%
1
2
3 4 5