Avantis Real Estate ETF
AVRE
92 hedge funds and large institutions have $301M invested in Avantis Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
95% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
26% more capital invested
Capital invested by funds: $238M → $301M (+$63.1M)
21% more funds holding
Funds holding: 76 → 92 (+16)
1.4% more ownership
Funds ownership: 73.15% → 74.55% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$14.6M |
| 2 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
+$7.1M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.83M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$3.24M |
| 5 |
Jane Street
New York
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$18.7M |
| 2 |
B
BetterWealth
San Jose,
California
|
-$3.83M |
| 3 |
LG
LAM Group
Lake Oswego,
Oregon
|
-$2.72M |
| 4 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
-$2.01M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.79M |
AVRE Hedge Fund Activity: Q4 2023 in Review
92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2023, worth a combined $301M — up 26% from $238M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AVRE positions and 8 closed out — a net gain of 18 holders — while 41 added to existing stakes and 21 trimmed.
The largest buyer was Carlson Capital Management, opening a new position worth an estimated $14.6M. The largest seller was Quantum Financial Advisors, cutting an estimated $18.7M.
- 92 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2023, up from 76 in Q3 2023.
- Funds reported $301M of Avantis Real Estate ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 26 funds opened new Avantis Real Estate ETF positions in Q4 2023 and 8 closed out, a net change of +18 holders.
- The largest Avantis Real Estate ETF buyer in Q4 2023 was Carlson Capital Management, an estimated $14.6M added.
- The largest Avantis Real Estate ETF seller in Q4 2023 was Quantum Financial Advisors, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2023.