Avantis Real Estate ETF
AVRE
76 hedge funds and large institutions have $238M invested in Avantis Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 18
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
6% more funds holding
Funds holding: 72 → 76 (+4)
2% more capital invested
Capital invested by funds: $234M → $238M (+$4.03M)
0.55% more ownership
Funds ownership: 72.59% → 73.15% (+0.55%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| 1 |
Jane Street
New York
|
+$5.5M |
| 2 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
+$2.93M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.82M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.8M |
| 5 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$1.52M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| $3.83K | +$4.14K | +102 | New |
|
|
PWA
77
PCG Wealth Advisors
Overland Park,
Kansas
| – | -$815K | -19,916 | Closed |
|
|
OMC
78
Old Mission Capital
Chicago,
Illinois
| – | -$769K | -18,785 | Closed |
|
|
WAP
79
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$207K | -5,066 | Closed |
|
|
TWD
80
True Wealth Design
Akron,
Ohio
| – | -$59.2K | -1,446 | Closed |
|
81
UBS Group
Zurich,
Switzerland
| – | -$43K | -1,051 | Closed |
|
AVRE Hedge Fund Activity: Q3 2023 in Review
76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2023, worth a combined $238M — up 1.7% from $234M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVRE positions and 5 closed out — a net gain of 5 holders — while 44 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, adding an estimated $5.5M. The largest seller was LAM Group, cutting an estimated $1.24M.
- 76 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2023, up from 72 in Q2 2023.
- Funds reported $238M of Avantis Real Estate ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
- 10 funds opened new Avantis Real Estate ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
- The largest Avantis Real Estate ETF buyer in Q3 2023 was Jane Street, an estimated $5.5M added.
- The largest Avantis Real Estate ETF seller in Q3 2023 was LAM Group, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2023.