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Avantis Real Estate ETF
AVRE

110 hedge funds and large institutions have $412M invested in Avantis Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

127% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $371M → $412M (+$41.2M)

10% more funds holding

Funds holding: 100 → 110 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

2.83% less ownership

Funds ownership: 77.83% → 74.99% (-2.8%)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.58%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
59
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
Simplicity Wealth
New Jersey
+$2.82M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.82M
3
PWS
Physician Wealth Solutions
Nevada
+$2.5M
4
CAM
Cresset Asset Management
Illinois
+$1.89M
5
LPL Financial
LPL Financial
California
+$1.74M

Top Sellers

1
AWM
Aprio Wealth Management
Georgia
-$19.3M
2
Jane Street
Jane Street
New York
-$3.81M
3
SWA
ShankerValleau Wealth Advisors
Illinois
-$1.74M
4
CCM
Carlson Capital Management
Minnesota
-$1.62M
5
CFA
Capstone Financial Advisors
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
51
Apella Capital
Connecticut
$1.31M +$22K +490 +2%
Creative Planning
52
Creative Planning
Kansas
$1.31M +$95.9K +2,136 +8%
GM
53
GeoWealth Management
Illinois
$1.26M -$404K -8,993 -25%
LPP
54
Life Planning Partners
Florida
$1.19M +$1.13M +25,159 New
SHFA
55
SC&H Financial Advisors
Maryland
$1.14M -$26.7K -595 -2%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.04M +$86K +1,917 +10%
SAM
57
Satovsky Asset Management
New York
$1.01M +$11.4K +254 +1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$949K -$363K -8,093 -29%
FFM
59
Flagstone Financial Management
Nebraska
$931K +$15.6K +348 +2%
SFC
60
Sprinkle Financial Consultants
Colorado
$921K +$14.7K +327 +2%
FFA
61
Farther Finance Advisors
California
$914K +$392K +8,743 +82%
WRPWM
62
Werba Rubin Papier Wealth Management
California
$839K +$377K +8,393 +89%
AWM
63
Axxcess Wealth Management
California
$743K +$419K +9,342 +146%
FPAS
64
Focus Partners Advisor Solutions
Missouri
$742K +$231K +5,141 +49%
MGW
65
MB Generational Wealth
Washington
$600K +$339K +7,545 +145%
BP
66
BWM Planning
Texas
$599K +$570K +12,697 New
Financial Engines Advisors
67
Financial Engines Advisors
California
$595K -$51.5K -1,147 -8%
LFG
68
Larson Financial Group
Missouri
$594K -$10.5K -234 -2%
BAM
69
Bayshore Asset Management
Florida
$565K +$77K +1,717 +17%
HNWA
70
Henrickson Nauta Wealth Advisors
Michigan
$551K -$22.7K -505 -4%
Mariner
71
Mariner
Kansas
$505K +$42.9K +956 +10%
OMC
72
Old Mission Capital
Illinois
$440K +$419K +9,331 New
WCWM
73
Willow Creek Wealth Management
California
$410K +$7.99K +178 +2%
JTWM
74
Jackson Thornton Wealth Management
Alabama
$392K +$105K +2,337 +39%
GLA
75
Good Life Advisors
Pennsylvania
$383K +$11.8K +263 +3%
1 2
3
4 5

AVRE Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2024, worth a combined $412M — up 11% from $371M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVRE positions and 5 closed out — a net gain of 10 holders — while 59 added to existing stakes and 26 trimmed.

The largest buyer was Simplicity Wealth, adding an estimated $2.82M. The largest seller was Aprio Wealth Management, cutting an estimated $19.3M.

  • 110 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $412M of Avantis Real Estate ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 15 funds opened new Avantis Real Estate ETF positions in Q3 2024 and 5 closed out, a net change of +10 holders.
  • The largest Avantis Real Estate ETF buyer in Q3 2024 was Simplicity Wealth, an estimated $2.82M added.
  • The largest Avantis Real Estate ETF seller in Q3 2024 was Aprio Wealth Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2024.