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Avantis Real Estate ETF
AVRE

Overview Fund Activity

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.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.42%
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
1
Empowered Funds
Pennsylvania
$18.6M
2
SWA
2
ShankerValleau Wealth Advisors
Illinois
$12.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.64M
4
B
4
BetterWealth
California
$11.3M
5
Jane Street
5
Jane Street
New York
$23.6M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$8.42M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$2.81M
3
LFG
3
Larson Financial Group
Missouri
$656K
4
QFA
4
Quantum Financial Advisors
California
$16.3M
5
LG
5
LAM Group
Oregon
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
SHFA
51
SC&H Financial Advisors
Maryland
$1.1M 25,938 +1,240 +5%
Creative Planning
52
Creative Planning
Kansas
$1.07M 25,261 +1,447 +6%
SAM
53
Satovsky Asset Management
New York
$891K 21,072 +115 +0.5%
AA
54
AlphaQ Advisors
Florida
$838K 19,822 +10,847 +121%
FFM
55
Flagstone Financial Management
Nebraska
$755K 17,865 +1,024 +6%
BAM
56
Bayshore Asset Management
Florida
$753K 17,816 +8,604 +93%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$734K 17,353 +17,353 New
Financial Engines Advisors
58
Financial Engines Advisors
California
$702K 16,602 +16,602 New
LFG
59
Larson Financial Group
Missouri
$656K 15,525 -119,474 -88%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$641K 15,160 +5,782 +62%
SFC
61
Sprinkle Financial Consultants
Colorado
$600K 14,186 +1,723 +14%
HNWA
62
Henrickson Nauta Wealth Advisors
Michigan
$427K 10,541 – –
OMC
63
Old Mission Capital
Illinois
$417K 9,856 +9,856 New
WRPWM
64
Werba Rubin Papier Wealth Management
California
$388K 9,175 +566 +7%
FFA
65
Farther Finance Advisors
California
$382K 9,150 +1,113 +14%
Mariner
66
Mariner
Kansas
$367K 8,679 +258 +3%
MGW
67
MB Generational Wealth
Washington
$365K 8,641 -345 -4%
WCWM
68
Willow Creek Wealth Management
California
$353K 8,354 +572 +7%
SRCM
69
Signature Resources Capital Management
California
$350K 8,085 -138 -2%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$345K 8,152 +2,237 +38%
APG
71
Abacus Planning Group
South Carolina
$322K 7,609 +289 +4%
GTAM
72
Global Trust Asset Management
Florida
$300K 7,100 – –
GLA
73
Good Life Advisors
Pennsylvania
$289K 6,835 -56 -0.8%
JTWM
74
Jackson Thornton Wealth Management
Alabama
$253K 5,983 – –
NL
75
NWAM LLC
Washington
$246K 5,810 +104 +2%
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3
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