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Avantis Real Estate ETF
AVRE

Overview Fund Activity

131 hedge funds and large institutions have $472M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 6 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.76%
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
64
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$14.2M
2
SW
2
Simplicity Wealth
New Jersey
$9.17M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.41M
4
LA
4
LexAurum Advisors
Kansas
$8.82M
5
SWM
5
Sentinel Wealth Management
Virginia
$2.69M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$49.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.77M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$7.5M
4
PLFA
4
Pacific Life Fund Advisors
California
$1.56M
5
PWA
5
PCG Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Axxcess Wealth Management
California
$887K 20,090 +1,818 +10%
HP
77
Haven Private
Florida
$872K 19,743 -3,933 -17%
Financial Engines Advisors
78
Financial Engines Advisors
California
$712K 16,116 +2,989 +23%
CA
79
CoreCap Advisors
Michigan
$709K 16,062 +2,848 +22%
HNWA
80
Henrickson Nauta Wealth Advisors
Michigan
$648K 14,672 – –
PAG
81
Poinciana Advisors Group
Florida
$632K 14,313 -636 -4%
AFA
82
Avant Financial Advisors
Texas
$590K 13,363 +698 +6%
Mariner
83
Mariner
Kansas
$562K 12,730 +1,042 +9%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$555K 12,560 +8,954 +248%
EPW
85
Endeavor Private Wealth
Kansas
$508K 11,501 +1,748 +18%
KAM
86
KEB Asset Management
Illinois
$476K 10,790 +4,315 +67%
BDWCC
87
B&D White Capital Company
Texas
$472K 10,681 +10,681 New
MPW
88
Magnolia Private Wealth
Pennsylvania
$437K 9,892 +4,520 +84%
MBFW
89
Morton Brown Family Wealth
Pennsylvania
$431K 9,769 +371 +4%
GLA
90
Good Life Advisors
Pennsylvania
$372K 8,419 +274 +3%
BP
91
BWM Planning
Texas
$369K 8,367 -4,330 -34%
AWM
92
Ariadne Wealth Management
California
$369K 8,332 +1 +0%
GPA
93
Garrison Point Advisors
California
$334K 7,574 +55 +0.7%
CPWM
94
Cypress Point Wealth Management
Texas
$325K 7,368 +84 +1%
WCWM
95
Willow Creek Wealth Management
California
$304K 6,890 +147 +2%
KAS
96
Kestra Advisory Services
Texas
$271K 6,137 +6,137 New
JTWM
97
Jackson Thornton Wealth Management
Alabama
$263K 5,985 – –
AA
98
Armis Advisers
Georgia
$261K 5,913 -410 -6%
FWM
99
FMB Wealth Management
California
$256K 5,800 +533 +10%
EAM
100
Evanson Asset Management
California
$254K 5,758 +41 +0.7%
2 3
4
5 6