Avantis Real Estate ETF
AVRE
50 hedge funds and large institutions have $168M invested in Avantis Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 4 closing their positions.
650% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 4
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
104% more capital invested
Capital invested by funds: $82.5M → $168M (+$85.4M)
92% more funds holding
Funds holding: 26 → 50 (+24)
8.82% more ownership
Funds ownership: 60.02% → 68.84% (+8.8%)
Top Buyers
| 1 |
B
BetterWealth
San Jose,
California
|
+$10.1M |
| 2 |
Jane Street
New York
|
+$8.87M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$7.39M |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$6.11M |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$5.98M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MRWM
51
ML&R Wealth Management
Austin,
Texas
| – | -$484K | -12,412 | Closed |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$424K | -10,892 | Closed |
|
|
CL
53
COWA LLC
Tulsa,
Oklahoma
| – | -$8K | -200 | Closed |
|
54
JP Morgan Chase
New York
| – | -$6K | -159 | Closed |
|
AVRE Hedge Fund Activity: Q4 2022 in Review
50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2022, worth a combined $168M — up 104% from $82.5M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AVRE positions and 4 closed out — a net gain of 26 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was BetterWealth, opening a new position worth an estimated $10.1M. The largest seller was Collective Family Office, cutting an estimated $954K.
- 50 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $168M of Avantis Real Estate ETF stock for Q4 2022, up 104% quarter-over-quarter.
- 30 funds opened new Avantis Real Estate ETF positions in Q4 2022 and 4 closed out, a net change of +26 holders.
- The largest Avantis Real Estate ETF buyer in Q4 2022 was BetterWealth, an estimated $10.1M added.
- The largest Avantis Real Estate ETF seller in Q4 2022 was Collective Family Office, an estimated $954K sold.
Based on aggregated 13F filings for Q4 2022.