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Avantis Real Estate ETF
AVRE

98 hedge funds and large institutions have $329M invested in Avantis Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $301M → $329M (+$27.6M)

7% more funds holding

Funds holding: 92 → 98 (+6)

0.36% more ownership

Funds ownership: 74.55% → 74.91% (+0.36%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
10
Increased
52
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$18.4M
2
SWA
ShankerValleau Wealth Advisors
Illinois
+$6.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.58M
4
B
BetterWealth
California
+$4.46M
5
Jane Street
Jane Street
New York
+$4.04M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$7.26M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
3
LFG
Larson Financial Group
Missouri
-$4.99M
4
QFA
Quantum Financial Advisors
California
-$4.12M
5
LG
LAM Group
Oregon
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
51
SC&H Financial Advisors
Maryland
$1.1M +$51.8K +1,240 +5%
Creative Planning
52
Creative Planning
Kansas
$1.07M +$60.4K +1,447 +6%
SAM
53
Satovsky Asset Management
New York
$891K +$4.8K +115 +0.5%
AA
54
AlphaQ Advisors
Florida
$838K +$453K +10,847 +121%
FFM
55
Flagstone Financial Management
Nebraska
$755K +$42.8K +1,024 +6%
BAM
56
Bayshore Asset Management
Florida
$753K +$359K +8,604 +93%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$734K +$725K +17,353 New
Financial Engines Advisors
58
Financial Engines Advisors
California
$702K +$693K +16,602 New
LFG
59
Larson Financial Group
Missouri
$656K -$4.99M -119,474 -88%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$641K +$241K +5,782 +62%
SFC
61
Sprinkle Financial Consultants
Colorado
$600K +$71.9K +1,723 +14%
HNWA
62
Henrickson Nauta Wealth Advisors
Michigan
$427K – – –
OMC
63
Old Mission Capital
Illinois
$417K +$412K +9,856 New
WRPWM
64
Werba Rubin Papier Wealth Management
California
$388K +$23.6K +566 +7%
FFA
65
Farther Finance Advisors
California
$382K +$46.5K +1,113 +14%
Mariner
66
Mariner
Kansas
$367K +$10.8K +258 +3%
MGW
67
MB Generational Wealth
Washington
$365K -$14.4K -345 -4%
WCWM
68
Willow Creek Wealth Management
California
$353K +$23.9K +572 +7%
SRCM
69
Signature Resources Capital Management
California
$350K -$5.76K -138 -2%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$345K +$93.4K +2,237 +38%
APG
71
Abacus Planning Group
South Carolina
$322K +$12.1K +289 +4%
GTAM
72
Global Trust Asset Management
Florida
$300K – – –
GLA
73
Good Life Advisors
Pennsylvania
$289K -$2.34K -56 -0.8%
JTWM
74
Jackson Thornton Wealth Management
Alabama
$253K – – –
NL
75
NWAM LLC
Washington
$246K +$4.34K +104 +2%
1 2
3
4 5

AVRE Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2024, worth a combined $329M — up 9.2% from $301M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVRE positions and 3 closed out — a net gain of 7 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $18.4M. The largest seller was Carlson Capital Management, cutting an estimated $7.26M.

  • 98 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $329M of Avantis Real Estate ETF stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 10 funds opened new Avantis Real Estate ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2024 was Empowered Funds, an estimated $18.4M added.
  • The largest Avantis Real Estate ETF seller in Q1 2024 was Carlson Capital Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q1 2024.