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Avantis Real Estate ETF
AVRE

Overview Fund Activity

92 hedge funds and large institutions have $301M invested in Avantis Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.35%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
26
Increased
41
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Carlson Capital Management
Minnesota
$16.2M
2
PC
2
Prairiewood Capital
North Dakota
$7.86M
3
PWS
3
Physician Wealth Solutions
Nevada
$5.46M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.76M
5
HIGP
5
Hill Investment Group Partners
Missouri
$30.5M

Top Sellers

1
QFA
1
Quantum Financial Advisors
California
$21M
2
B
2
BetterWealth
California
$6.94M
3
LG
3
LAM Group
Oregon
$4.02M
4
WCA
4
Waypoint Capital Advisors
Minnesota
$4.72M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
51
Forum Financial Management
Illinois
$816K 18,841 -21,249 -53%
MML Investors Services
52
MML Investors Services
Massachusetts
$778K 17,971 +7,828 +77%
FFM
53
Flagstone Financial Management
Nebraska
$729K 16,841 -1,835 -10%
SFC
54
Sprinkle Financial Consultants
Colorado
$540K 12,463 +12,463 New
HNWA
55
Henrickson Nauta Wealth Advisors
Michigan
$457K 10,541 – –
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$406K 9,378 +9,378 New
BAM
57
Bayshore Asset Management
Florida
$399K 9,212 -913 -9%
MGW
58
MB Generational Wealth
Washington
$389K 8,986 +8,986 New
AA
59
AlphaQ Advisors
Florida
$389K 8,975 +8,975 New
WRPWM
60
Werba Rubin Papier Wealth Management
California
$373K 8,609 +1,606 +23%
Mariner
61
Mariner
Kansas
$365K 8,421 +8,421 New
SRCM
62
Signature Resources Capital Management
California
$356K 8,223 +8,223 New
FFA
63
Farther Finance Advisors
California
$348K 8,037 +409 +5%
WCWM
64
Willow Creek Wealth Management
California
$337K 7,782 -2,874 -27%
APG
65
Abacus Planning Group
South Carolina
$317K 7,320 +10 +0.1%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$316K 7,299 +7,137 +4,406%
MBFW
67
Morton Brown Family Wealth
Pennsylvania
$311K 7,189 +4,730 +192%
GTAM
68
Global Trust Asset Management
Florida
$308K 7,100 -2,600 -27%
GLA
69
Good Life Advisors
Pennsylvania
$298K 6,891 +6,891 New
JTWM
70
Jackson Thornton Wealth Management
Alabama
$259K 5,983 +5,983 New
FPAS
71
Focus Partners Advisor Solutions
Missouri
$256K 5,915 +5,915 New
NL
72
NWAM LLC
Washington
$247K 5,706 +202 +4%
EC
73
Eaton-Cambridge
Arizona
$244K 5,645 +5,645 New
DPI
74
Diversified Portfolios Inc
Michigan
$239K 5,527 -663 -11%
EWA
75
EverSource Wealth Advisors
Alabama
$227K 5,248 +45 +0.9%
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