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Avantis Real Estate ETF
AVRE

Overview Fund Activity

121 hedge funds and large institutions have $452M invested in Avantis Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.61%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
24
Increased
58
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIG
1
CCM Investment Group
Minnesota
$49.3M
2
LA
2
LexAurum Advisors
Kansas
$5.24M
3
EF
3
Empowered Funds
Pennsylvania
$49.8M
4
VF
4
Vestment Financial
Minnesota
$4.57M
5
CFA
5
Capstone Financial Advisors
Illinois
$14.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SW
2
Simplicity Wealth
New Jersey
$0
3
CAM
3
Cresset Asset Management
Illinois
$0
4
FFM
4
Forum Financial Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMNY
51
Arcadia Wealth Management (New York)
New York
$2.04M 48,724 +48,724 New
WWP
52
Waypoint Wealth Partners
California
$1.58M 37,717 – –
HP
53
Haven Private
Florida
$1.47M 35,169 +35,169 New
FPAS
54
Focus Partners Advisor Solutions
Missouri
$1.21M 28,878 +13,141 +84%
GM
55
GeoWealth Management
Illinois
$1.21M 28,754 +2,078 +8%
AC
56
Apella Capital
Connecticut
$1.2M 28,568 +366 +1%
Creative Planning
57
Creative Planning
Kansas
$1.19M 28,269 +444 +2%
LPP
58
Life Planning Partners
Florida
$1.13M 26,905 +1,746 +7%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.04M 24,774 +2,692 +12%
SHFA
60
SC&H Financial Advisors
Maryland
$993K 23,684 -441 -2%
SFC
61
Sprinkle Financial Consultants
Colorado
$943K 22,496 +2,961 +15%
PWA
62
PCG Wealth Advisors
Kansas
$925K 22,065 +22,065 New
SAM
63
Satovsky Asset Management
New York
$908K 21,656 +173 +0.8%
AQR Capital Management
64
AQR Capital Management
Connecticut
$893K 21,308 +15,049 +240%
FFM
65
Flagstone Financial Management
Nebraska
$857K 20,452 +696 +4%
PWM
66
Parkworth Wealth Management
California
$827K 19,720 +19,720 New
WRPWM
67
Werba Rubin Papier Wealth Management
California
$785K 18,718 +926 +5%
MGW
68
MB Generational Wealth
Washington
$762K 18,186 +5,450 +43%
AWM
69
Axxcess Wealth Management
California
$727K 17,350 +1,592 +10%
PAG
70
Poinciana Advisors Group
Florida
$627K 14,949 +14,949 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$599K 14,295 -5,831 -29%
GPA
72
Garrison Point Advisors
California
$574K 13,704 +13,704 New
Financial Engines Advisors
73
Financial Engines Advisors
California
$547K 13,045 +417 +3%
BP
74
BWM Planning
Texas
$532K 12,697 – –
AFA
75
Avant Financial Advisors
Texas
$527K 12,574 +12,574 New
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3
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