Avantis Real Estate ETF
AVRE
72 hedge funds and large institutions have $234M invested in Avantis Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 11 reducing their positions, and 5 closing their positions.
264% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 11
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
18% more capital invested
Capital invested by funds: $198M → $234M (+$35.9M)
18% more funds holding
Funds holding: 61 → 72 (+11)
3.1% more ownership
Funds ownership: 69.49% → 72.59% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$8.93M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$8.65M |
| 3 |
SWM
Seaside Wealth Management
Carlsbad,
California
|
+$6.31M |
| 4 |
Jane Street
New York
|
+$4.83M |
| 5 |
LG
LAM Group
Lake Oswego,
Oregon
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$8.18M |
| 2 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$3.17M |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$1.13M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$406K |
| 5 |
SAM
Satovsky Asset Management
New York
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
76
TCI Wealth Advisors
Tucson,
Arizona
| – | -$75.7K | -1,826 | Closed |
|
77
US Bancorp
Minneapolis,
Minnesota
| – | -$4.31K | -104 | Closed |
|
AVRE Hedge Fund Activity: Q2 2023 in Review
72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q2 2023, worth a combined $234M — up 18% from $198M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new AVRE positions and 5 closed out — a net gain of 11 holders — while 40 added to existing stakes and 11 trimmed.
The largest buyer was Aprio Wealth Management, opening a new position worth an estimated $8.93M. The largest seller was Quantum Financial Advisors, cutting an estimated $8.18M.
- 72 institutional investors held Avantis Real Estate ETF (AVRE) as of Q2 2023, up from 61 in Q1 2023.
- Funds reported $234M of Avantis Real Estate ETF stock for Q2 2023, up 18% quarter-over-quarter.
- 16 funds opened new Avantis Real Estate ETF positions in Q2 2023 and 5 closed out, a net change of +11 holders.
- The largest Avantis Real Estate ETF buyer in Q2 2023 was Aprio Wealth Management, an estimated $8.93M added.
- The largest Avantis Real Estate ETF seller in Q2 2023 was Quantum Financial Advisors, an estimated $8.18M sold.
Based on aggregated 13F filings for Q2 2023.