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Avantis Real Estate ETF
AVRE

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

12.31% more ownership

Funds ownership: 74.99% → 87.31% (+12%)

10% more funds holding

Funds holding: 110 → 121 (+11)

10% more capital invested

Capital invested by funds: $412M → $452M (+$39.9M)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.59%
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

Rank Fund Capital Flow
1
LA
LexAurum Advisors
Kansas
+$5.59M
2
EF
Empowered Funds
Pennsylvania
+$5.32M
3
CFA
Capstone Financial Advisors
Illinois
+$3.49M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.73M
5
LPL Financial
LPL Financial
California
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$6.71M
2
SW
Simplicity Wealth
New Jersey
-$3.32M
3
CAM
Cresset Asset Management
Illinois
-$1.99M
4
FFM
Forum Financial Management
Illinois
-$1.64M
5
Jane Street
Jane Street
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNY
51
Arcadia Wealth Management (New York)
New York
$2.04M +$2.18M +48,724 New
WWP
52
Waypoint Wealth Partners
California
$1.58M – – –
HP
53
Haven Private
Florida
$1.47M +$1.57M +35,169 New
FPAS
54
Focus Partners Advisor Solutions
Missouri
$1.21M +$588K +13,141 +84%
GM
55
GeoWealth Management
Illinois
$1.21M +$92.9K +2,078 +8%
AC
56
Apella Capital
Connecticut
$1.2M +$16.4K +366 +1%
Creative Planning
57
Creative Planning
Kansas
$1.19M +$19.9K +444 +2%
LPP
58
Life Planning Partners
Florida
$1.13M +$78.1K +1,746 +7%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.04M +$120K +2,692 +12%
SHFA
60
SC&H Financial Advisors
Maryland
$993K -$19.7K -441 -2%
SFC
61
Sprinkle Financial Consultants
Colorado
$943K +$132K +2,961 +15%
PWA
62
PCG Wealth Advisors
Kansas
$925K +$986K +22,065 New
SAM
63
Satovsky Asset Management
New York
$908K +$7.73K +173 +0.8%
AQR Capital Management
64
AQR Capital Management
Connecticut
$893K +$673K +15,049 +240%
FFM
65
Flagstone Financial Management
Nebraska
$857K +$31.1K +696 +4%
PWM
66
Parkworth Wealth Management
California
$827K +$882K +19,720 New
WRPWM
67
Werba Rubin Papier Wealth Management
California
$785K +$41.4K +926 +5%
MGW
68
MB Generational Wealth
Washington
$762K +$244K +5,450 +43%
AWM
69
Axxcess Wealth Management
California
$727K +$71.2K +1,592 +10%
PAG
70
Poinciana Advisors Group
Florida
$627K +$668K +14,949 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$599K -$261K -5,831 -29%
GPA
72
Garrison Point Advisors
California
$574K +$613K +13,704 New
Financial Engines Advisors
73
Financial Engines Advisors
California
$547K +$18.6K +417 +3%
BP
74
BWM Planning
Texas
$532K – – –
AFA
75
Avant Financial Advisors
Texas
$527K +$562K +12,574 New
1 2
3
4 5

AVRE Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2024, worth a combined $452M — up 9.7% from $412M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVRE positions and 12 closed out — a net gain of 12 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was LexAurum Advisors, opening a new position worth an estimated $5.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.71M sold.

  • 121 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $452M of Avantis Real Estate ETF stock for Q4 2024, up 9.7% quarter-over-quarter.
  • 24 funds opened new Avantis Real Estate ETF positions in Q4 2024 and 12 closed out, a net change of +12 holders.
  • The largest Avantis Real Estate ETF buyer in Q4 2024 was LexAurum Advisors, an estimated $5.59M added.
  • The largest Avantis Real Estate ETF seller in Q4 2024 was Citadel Advisors, an estimated $6.71M sold.

Based on aggregated 13F filings for Q4 2024.