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Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $491M invested in Avantis Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.81%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.18%
New
19
Increased
70
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$13.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$5.36M
3
SW
Simplicity Wealth
New Jersey
+$4.18M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$3.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.34M

Top Sellers

1
CW
Curio Wealth
Maryland
-$94.6M
2
CFA
Capstone Financial Advisors
Illinois
-$2.68M
3
Jane Street
Jane Street
New York
-$1.99M
4
HP
Haven Private
Florida
-$494K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
DFC
51
DBK Financial Counsel
Ohio
$2.32M +$34.5K +801 +2%
AWMNY
52
Arcadia Wealth Management (New York)
New York
$2.18M +$88.1K +2,048 +4%
SCM
53
SOL Capital Management
Maryland
$1.98M -$183K -4,255 -8%
Jane Street
54
Jane Street
New York
$1.97M -$1.99M -46,262 -50%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.68M +$617K +14,336 +58%
SFC
56
Sprinkle Financial Consultants
Colorado
$1.53M +$564K +13,102 +58%
FFM
57
Forum Financial Management
Illinois
$1.52M +$1.52M +35,354 New
WWP
58
Waypoint Wealth Partners
California
$1.51M -$112K -2,606 -7%
PWA
59
PCG Wealth Advisors
Kansas
$1.46M +$513K +11,928 +54%
FTUS
60
Flow Traders U.S.
New York
$1.38M +$1.38M +31,984 New
AQR Capital Management
61
AQR Capital Management
Connecticut
$1.27M +$357K +8,289 +39%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.26M +$1.11M +25,846 +759%
LPP
63
Life Planning Partners
Florida
$1.21M +$48.6K +1,131 +4%
Creative Planning
64
Creative Planning
Kansas
$1.17M -$44.9K -1,044 -4%
AC
65
Apella Capital
Connecticut
$1.14M -$20.5K -502 -2%
SHFA
66
SC&H Financial Advisors
Maryland
$1.1M +$79.3K +1,844 +8%
GM
67
GeoWealth Management
Illinois
$1.03M -$206K -4,784 -17%
HP
68
Haven Private
Florida
$1.02M -$494K -11,493 -33%
WRPWM
69
Werba Rubin Papier Wealth Management
California
$1.01M +$204K +4,736 +25%
Citadel Advisors
70
Citadel Advisors
Florida
$980K +$980K +22,789 New
FFM
71
Flagstone Financial Management
Nebraska
$979K +$99.3K +2,309 +11%
SAM
72
Satovsky Asset Management
New York
$937K +$5.12K +119 +0.5%
PWM
73
Parkworth Wealth Management
California
$869K +$21.2K +494 +3%
AWM
74
Axxcess Wealth Management
California
$786K +$39.7K +922 +5%
OMC
75
Old Mission Capital
Illinois
$645K +$645K +15,008 New
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3
4 5