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Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $476M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
9
Increased
65
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$14.2M
2
SW
Simplicity Wealth
New Jersey
$9.17M
3
Citadel Advisors
Citadel Advisors
Florida
$5.41M
4
LA
LexAurum Advisors
Kansas
$8.82M
5
AWM
Austin Wealth Management
Texas
$5.29M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$49.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.77M
3
Corient Private Wealth
Corient Private Wealth
Florida
$7.5M
4
PLFA
Pacific Life Fund Advisors
California
$1.56M
5
PWA
PCG Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Cardiff Park Advisors
California
$2.27M -$293K -6,632 -11%
FTUS
52
Flow Traders U.S.
New York
$2.1M +$690K +15,615 +49%
SCM
53
SOL Capital Management
Maryland
$1.93M -$105K -2,370 -5%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.83M +$98.5K +2,231 +6%
FFM
55
Forum Financial Management
Illinois
$1.8M +$244K +5,520 +16%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.77M -$3.33M -75,298 -65%
BPW
57
BLVD Private Wealth
Kentucky
$1.72M +$1.72M +39,054 New
PLFA
58
Pacific Life Fund Advisors
California
$1.56M -$1.55M -35,188 -50%
WWP
59
Waypoint Wealth Partners
California
$1.53M -$16.1K -365 -1%
SFC
60
Sprinkle Financial Consultants
Colorado
$1.45M -$121K -2,749 -8%
Jane Street
61
Jane Street
New York
$1.41M -$609K -13,794 -30%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.31M – – –
LPP
63
Life Planning Partners
Florida
$1.29M +$50.8K +1,150 +4%
AC
64
Apella Capital
Connecticut
$1.22M -$13.6K -309 -1%
Creative Planning
65
Creative Planning
Kansas
$1.2M +$2.12K +48 +0.2%
SHFA
66
SC&H Financial Advisors
Maryland
$1.19M +$57.9K +1,310 +5%
FFM
67
Flagstone Financial Management
Nebraska
$1.08M +$74K +1,676 +7%
BAM
68
Bayshore Asset Management
Florida
$1.04M +$507K +11,476 +95%
GM
69
GeoWealth Management
Illinois
$1.03M -$26.8K -607 -3%
E
70
EntreWealth
Texas
$1.03M +$379K +8,579 +58%
TWA
71
TCI Wealth Advisors
Arizona
$1.01M +$1.01M +22,943 New
WRPWM
72
Werba Rubin Papier Wealth Management
California
$996K -$39.8K -901 -4%
SAM
73
Satovsky Asset Management
New York
$961K -$707 -16 -0.1%
AWM
74
AE Wealth Management
Kansas
$903K +$434K +9,836 +93%
PWM
75
Parkworth Wealth Management
California
$900K +$7.6K +172 +0.9%
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