Avantis Real Estate ETF
AVRE
61 hedge funds and large institutions have $198M invested in Avantis Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
267% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 9
22% more funds holding
Funds holding: 50 → 61 (+11)
18% more capital invested
Capital invested by funds: $168M → $198M (+$30.6M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
0.65% more ownership
Funds ownership: 68.84% → 69.49% (+0.65%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$541K |
| 4 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
-$285K |
| 5 |
RLIM
Red Lighthouse Investment Management
New York
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHWM
51
Beaird Harris Wealth Management
Dallas,
Texas
| $168K | +$128 | +3 | +0.1% |
|
|
BFO
52
Biltmore Family Office
Charlotte,
North Carolina
| $145K | +$148K | +3,489 | New |
|
|
AF
53
Allworth Financial
Folsom,
California
| $133K | -$8.04K | -189 | -6% |
|
|
FFA
54
Farther Finance Advisors
San Francisco,
California
| $120K | +$123K | +2,901 | New |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $97.6K | +$23.9K | +562 | +40% |
|
|
TWA
56
TCI Wealth Advisors
Tucson,
Arizona
| $75.7K | – | – | – |
|
|
MFC
57
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $64.4K | -$2.38K | -56 | -3% |
|
|
AFS
58
Annapolis Financial Services
Annapolis,
Maryland
| $22.1K | – | – | – |
|
|
TWD
59
True Wealth Design
Akron,
Ohio
| $14.3K | +$14K | +328 | +1,929% |
|
60
Osaic Holdings
Scottsdale,
Arizona
| $10.4K | +$10.6K | +250 | New |
|
61
US Bancorp
Minneapolis,
Minnesota
| $4.31K | +$4.43K | +104 | New |
|
|
NL
62
NWAM LLC
Mercer Island,
Washington
| – | -$541K | -13,160 | Closed |
|
|
SIC
63
SJS Investment Consulting
Sylvania,
Ohio
| – | -$3.14K | -76 | Closed |
|
AVRE Hedge Fund Activity: Q1 2023 in Review
61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2023, worth a combined $198M — up 18% from $168M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AVRE positions and 2 closed out — a net gain of 12 holders — while 33 added to existing stakes and 9 trimmed.
The largest buyer was WorthPointe, adding an estimated $7.44M. The largest seller was Jane Street, cutting an estimated $3.26M.
- 61 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $198M of Avantis Real Estate ETF stock for Q1 2023, up 18% quarter-over-quarter.
- 14 funds opened new Avantis Real Estate ETF positions in Q1 2023 and 2 closed out, a net change of +12 holders.
- The largest Avantis Real Estate ETF buyer in Q1 2023 was WorthPointe, an estimated $7.44M added.
- The largest Avantis Real Estate ETF seller in Q1 2023 was Jane Street, an estimated $3.26M sold.
Based on aggregated 13F filings for Q1 2023.