AVRE icon

Avantis Real Estate ETF
AVRE

Overview Fund Activity

100 hedge funds and large institutions have $371M invested in Avantis Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
12
Increased
52
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$43.4M
2
AWM
2
Aprio Wealth Management
Georgia
$21.3M
3
CFA
3
Capstone Financial Advisors
Illinois
$12.2M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$8.98M
5
PWS
5
Physician Wealth Solutions
Nevada
$10.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.22M
2
PLFA
2
Pacific Life Fund Advisors
California
$1.65M
3
WCA
3
Waypoint Capital Advisors
Minnesota
$3.64M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.28M
5
SCM
5
SOL Capital Management
Maryland
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Apella Capital
Connecticut
$1.15M 27,712 -87 -0.3%
LEFP
52
Leading Edge Financial Planning
Tennessee
$1.13M 27,471 +27,471 New
Creative Planning
53
Creative Planning
Kansas
$1.06M 25,689 +428 +2%
SHFA
54
SC&H Financial Advisors
Maryland
$1.02M 24,720 -1,218 -5%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$947K 22,972 -16,023 -41%
SAM
56
Satovsky Asset Management
New York
$875K 21,229 +157 +0.7%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$831K 20,165 +5,005 +33%
FFM
58
Flagstone Financial Management
Nebraska
$800K 19,408 +1,543 +9%
SFC
59
Sprinkle Financial Consultants
Colorado
$792K 19,208 +5,022 +35%
Financial Engines Advisors
60
Financial Engines Advisors
California
$568K 13,775 -2,827 -17%
LFG
61
Larson Financial Group
Missouri
$529K 12,835 -2,690 -17%
HNWA
62
Henrickson Nauta Wealth Advisors
Michigan
$502K 12,189 +1,648 +16%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$437K 10,596 +2,444 +30%
FFA
64
Farther Finance Advisors
California
$436K 10,647 +1,497 +16%
BAM
65
Bayshore Asset Management
Florida
$423K 10,271 -7,545 -42%
Mariner
66
Mariner
Kansas
$403K 9,765 +1,086 +13%
WRPWM
67
Werba Rubin Papier Wealth Management
California
$387K 9,399 +224 +2%
WCWM
68
Willow Creek Wealth Management
California
$351K 8,516 +162 +2%
GLA
69
Good Life Advisors
Pennsylvania
$324K 7,871 +1,036 +15%
MBFW
70
Morton Brown Family Wealth
Pennsylvania
$318K 7,307 +2,813 +63%
SW
71
Simplicity Wealth
New Jersey
$313K 7,588 +7,588 New
APG
72
Abacus Planning Group
South Carolina
$303K 7,343 -266 -3%
GTAM
73
Global Trust Asset Management
Florida
$293K 7,105 +5 +0.1%
SRCM
74
Signature Resources Capital Management
California
$267K 6,483 -1,602 -20%
AWM
75
Axxcess Wealth Management
California
$264K 6,416 +6,416 New
1 2
3
4 5