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Avantis Real Estate ETF

133 hedge funds and large institutions have $477M 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

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 133133 (0)

3% less capital invested

Capital invested by funds: $491M → $477M (-$13.7M)

7.5% less ownership

Funds ownership: 87.72%80.22% (-7.5%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.75%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
51
Cardiff Park Advisors
California
$2.27M -$287K -6,632 -11%
FTUS
52
Flow Traders U.S.
New York
$2.1M +$676K +15,615 +49%
SCM
53
SOL Capital Management
Maryland
$1.93M -$103K -2,370 -5%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.83M +$96.5K +2,231 +6%
FFM
55
Forum Financial Management
Illinois
$1.8M +$239K +5,520 +16%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.77M -$3.26M -75,298 -65%
BPW
57
BLVD Private Wealth
Kentucky
$1.72M +$1.69M +39,054 New
PLFA
58
Pacific Life Fund Advisors
California
$1.56M -$1.52M -35,188 -50%
WWP
59
Waypoint Wealth Partners
California
$1.53M -$15.8K -365 -1%
SFC
60
Sprinkle Financial Consultants
Colorado
$1.45M -$119K -2,749 -8%
Jane Street
61
Jane Street
New York
$1.41M -$597K -13,794 -30%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.31M
LPP
63
Life Planning Partners
Florida
$1.29M +$49.8K +1,150 +4%
AC
64
Apella Capital
Connecticut
$1.22M -$13.4K -309 -1%
Creative Planning
65
Creative Planning
Kansas
$1.2M +$2.08K +48 +0.2%
SHFA
66
SC&H Financial Advisors
Maryland
$1.19M +$56.7K +1,310 +5%
Osaic Holdings
67
Osaic Holdings
Arizona
$1.13M -$155K -3,584 -12%
FFM
68
Flagstone Financial Management
Nebraska
$1.08M +$72.5K +1,676 +7%
BAM
69
Bayshore Asset Management
Florida
$1.04M +$497K +11,476 +95%
GM
70
GeoWealth Management
Illinois
$1.03M -$26.3K -607 -3%
E
71
EntreWealth
Texas
$1.03M +$371K +8,579 +58%
TWA
72
TCI Wealth Advisors
Arizona
$1.01M +$993K +22,943 New
WRPWM
73
Werba Rubin Papier Wealth Management
California
$996K -$39K -901 -4%
SAM
74
Satovsky Asset Management
New York
$961K -$692 -16 -0.1%
AWM
75
AE Wealth Management
Kansas
$903K +$426K +9,836 +93%

AVRE Hedge Fund Activity: Q2 2025 in Review

133 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q2 2025, worth a combined $477M — down 2.8% from $491M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVRE positions and 7 closed out — a net gain of 2 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $11.5M. The largest seller was Empowered Funds, cutting an estimated $3.3M.

  • 133 institutional investors held Avantis Real Estate ETF (AVRE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $477M of Avantis Real Estate ETF stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Avantis Real Estate ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Avantis Real Estate ETF buyer in Q2 2025 was Focus Partners Advisor Solutions, an estimated $11.5M added.
  • The largest Avantis Real Estate ETF seller in Q2 2025 was Empowered Funds, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2025.