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Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $476M 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
Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
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
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$14.2M
2
SW
Simplicity Wealth
New Jersey
$9.17M
3
Citadel Advisors
Citadel Advisors
Florida
$5.41M
4
LA
LexAurum Advisors
Kansas
$8.82M
5
AWM
Austin Wealth Management
Texas
$5.29M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$49.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.77M
3
Corient Private Wealth
Corient Private Wealth
Florida
$7.5M
4
PLFA
Pacific Life Fund Advisors
California
$1.56M
5
PWA
PCG Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Vestment Financial
Minnesota
$5.7M +$410K +9,244 +8%
LEFP
27
Leading Edge Financial Planning
Tennessee
$5.57M +$968K +21,909 +21%
SFA
28
Sequoia Financial Advisors
Ohio
$5.5M -$6.4K -145 -0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$5.41M +$4.4M +99,727 +438%
AWM
30
Austin Wealth Management
Texas
$5.29M +$2.06M +47,375 +64%
QHA
31
Quarry Hill Advisors
Minnesota
$5.12M +$82.4K +1,865 +2%
NRWA
32
North Ridge Wealth Advisors
Oregon
$4.55M +$13.3K +301 +0.3%
CFO
33
Collective Family Office
Pennsylvania
$4.49M -$379K -8,578 -8%
OIA
34
OneDigital Investment Advisors
Kansas
$4.36M -$817K -18,491 -16%
CPIG
35
Chicago Partners Investment Group
Illinois
$4.24M -$4.29K -95 -0.1%
WFA
36
WMG Financial Advisors
Tennessee
$4.17M -$129K -2,915 -3%
LG
37
LAM Group
Oregon
$3.94M -$711K -16,095 -15%
PAS
38
Park Avenue Securities
New York
$3.89M +$459K +10,395 +13%
BHWM
39
Beaird Harris Wealth Management
Texas
$3.65M -$50K -1,132 -1%
VWA
40
Valued Wealth Advisors
Utah
$3.53M +$155K +3,518 +5%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$3.2M -$600K -13,585 -16%
HIA
42
HTG Investment Advisors
Connecticut
$2.93M +$222K +5,016 +8%
BH
43
Burk Holdings
Oklahoma
$2.75M -$56.4K -1,277 -2%
RLIM
44
Red Lighthouse Investment Management
New York
$2.74M -$745K -16,876 -21%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.71M +$319K +7,226 +13%
AWM
46
Aprio Wealth Management
Georgia
$2.69M -$415K -9,388 -13%
SWM
47
Sentinel Wealth Management
Virginia
$2.69M +$2.69M +60,836 New
PWM
48
Parkshore Wealth Management
California
$2.59M -$504K -11,414 -16%
DFC
49
DBK Financial Counsel
Ohio
$2.35M -$31K -702 -1%
AWMNY
50
Arcadia Wealth Management (New York)
New York
$2.32M +$73.1K +1,655 +3%
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