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Avantis Real Estate ETF

133 hedge funds and large institutions have $477M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 133133 (0)

3% less capital invested

Capital invested by funds: $491M → $477M (-$13.7M)

7.5% less ownership

Funds ownership: 87.72%80.22% (-7.5%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
9
Increased
65
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Vestment Financial
Minnesota
$5.7M +$400K +9,244 +8%
LEFP
27
Leading Edge Financial Planning
Tennessee
$5.57M +$948K +21,909 +21%
SFA
28
Sequoia Financial Advisors
Ohio
$5.5M -$6.28K -145 -0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$5.41M +$4.32M +99,727 +438%
AWM
30
Austin Wealth Management
Texas
$5.29M +$2.05M +47,375 +64%
QHA
31
Quarry Hill Advisors
Minnesota
$5.12M +$80.7K +1,865 +2%
NRWA
32
North Ridge Wealth Advisors
Oregon
$4.55M +$13K +301 +0.3%
CFO
33
Collective Family Office
Pennsylvania
$4.49M -$371K -8,578 -8%
OIA
34
OneDigital Investment Advisors
Kansas
$4.36M -$800K -18,491 -16%
CPIG
35
Chicago Partners Investment Group
Illinois
$4.24M -$4.11K -95 -0.1%
WFA
36
WMG Financial Advisors
Tennessee
$4.17M -$126K -2,915 -3%
LG
37
LAM Group
Oregon
$3.94M -$696K -16,095 -15%
PAS
38
Park Avenue Securities
New York
$3.89M +$450K +10,395 +13%
BHWM
39
Beaird Harris Wealth Management
Texas
$3.65M -$49K -1,132 -1%
VWA
40
Valued Wealth Advisors
Utah
$3.53M +$152K +3,518 +5%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$3.2M -$588K -13,585 -16%
HIA
42
HTG Investment Advisors
Connecticut
$2.93M +$217K +5,016 +8%
BH
43
Burk Holdings
Oklahoma
$2.75M -$55.3K -1,277 -2%
RLIM
44
Red Lighthouse Investment Management
New York
$2.74M -$730K -16,876 -21%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.71M +$313K +7,226 +13%
AWM
46
Aprio Wealth Management
Georgia
$2.69M -$406K -9,388 -13%
SWM
47
Sentinel Wealth Management
Virginia
$2.69M +$2.63M +60,836 New
PWM
48
Parkshore Wealth Management
California
$2.59M -$494K -11,414 -16%
DFC
49
DBK Financial Counsel
Ohio
$2.35M -$30.4K -702 -1%
AWMNY
50
Arcadia Wealth Management (New York)
New York
$2.32M +$71.6K +1,655 +3%

AVRE Hedge Fund Activity: Q2 2025 in Review

133 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q2 2025, worth a combined $477M — down 2.8% from $491M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVRE positions and 7 closed out — a net gain of 2 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $11.5M. The largest seller was Empowered Funds, cutting an estimated $3.3M.

  • 133 institutional investors held Avantis Real Estate ETF (AVRE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $477M of Avantis Real Estate ETF stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Avantis Real Estate ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Avantis Real Estate ETF buyer in Q2 2025 was Focus Partners Advisor Solutions, an estimated $11.5M added.
  • The largest Avantis Real Estate ETF seller in Q2 2025 was Empowered Funds, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2025.