AVRE icon

Avantis Real Estate ETF
AVRE

Overview Fund Activity

76 hedge funds and large institutions have $238M invested in Avantis Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
10
Increased
44
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$14.9M
2
EFN
2
Equita Financial Network
Pennsylvania
$3.38M
3
NB
3
Nicolet Bankshares
Wisconsin
$4.53M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.79M
5
American Century Companies
5
American Century Companies
Missouri
$6.72M

Top Sellers

1
LG
1
LAM Group
Oregon
$6.1M
2
AWM
2
Aprio Wealth Management
Georgia
$7.3M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
QHA
5
Quarry Hill Advisors
Minnesota
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
51
Bayshore Asset Management
Florida
$380K 10,125 +86 +0.9%
GTAM
52
Global Trust Asset Management
Florida
$364K 9,700 -1,040 -10%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$360K 9,580 +9,556 +39,817%
AC
54
Apella Capital
Connecticut
$322K 8,567 +3,005 +54%
LFGO
55
Legacy Financial Group (Oklahoma)
Oklahoma
$289K 7,695 +237 +3%
FFA
56
Farther Finance Advisors
California
$287K 7,628 +1,791 +31%
APG
57
Abacus Planning Group
South Carolina
$275K 7,310 +8 +0.1%
WRPWM
58
Werba Rubin Papier Wealth Management
California
$263K 7,003 +1,692 +32%
DPI
59
Diversified Portfolios Inc
Michigan
$233K 6,190 -693 -10%
NL
60
NWAM LLC
Washington
$207K 5,504 -7,569 -58%
EWA
61
EverSource Wealth Advisors
Alabama
$195K 5,203 +256 +5%
TIM
62
Tortoise Investment Management
New York
$147K 3,925 -500 -11%
BFO
63
Biltmore Family Office
North Carolina
$131K 3,489 – –
IA
64
IFP Advisors
Florida
$118K 3,152 +1,189 +61%
MBFW
65
Morton Brown Family Wealth
Pennsylvania
$92.4K 2,459 +2,459 New
BTI
66
Blue Trust Inc
Georgia
$53K 1,291 – –
MFC
67
Morris Financial Concepts
South Carolina
$32.3K 861 -684 -44%
AFS
68
Annapolis Financial Services
Maryland
$28.4K 756 +222 +42%
AF
69
Allworth Financial
California
$26.6K 708 -304 -30%
CTWM
70
Cherry Tree Wealth Management
Minnesota
$23.4K 623 -32 -5%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$19K 502 +502 New
Wells Fargo
72
Wells Fargo
California
$17.2K 457 – –
Osaic Holdings
73
Osaic Holdings
Arizona
$7.51K 200 -50 -20%
NA
74
NewEdge Advisors
Louisiana
$6.31K 168 +168 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$6.09K 162 +162 New
1 2
3
4