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Avantis Real Estate ETF
AVRE

Overview Fund Activity

98 hedge funds and large institutions have $329M invested in Avantis Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
10
Increased
52
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$18.6M
2
SWA
2
ShankerValleau Wealth Advisors
Illinois
$12.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.64M
4
B
4
BetterWealth
California
$11.3M
5
Jane Street
5
Jane Street
New York
$23.6M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$8.42M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$2.81M
3
LFG
3
Larson Financial Group
Missouri
$656K
4
QFA
4
Quantum Financial Advisors
California
$16.3M
5
LG
5
LAM Group
Oregon
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
DPI
76
Diversified Portfolios Inc
Michigan
$229K 5,427 -100 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$201K 4,747 – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$200K 4,720 -2,579 -35%
AF
79
Allworth Financial
California
$197K 4,659 -198 -4%
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$190K 4,494 -2,695 -37%
Osaic Holdings
81
Osaic Holdings
Arizona
$185K 4,367 +2,970 +213%
TIM
82
Tortoise Investment Management
New York
$166K 3,925 – –
IA
83
IFP Advisors
Florida
$143K 3,394 -123 -3%
TWD
84
True Wealth Design
Ohio
$133K 3,144 – –
BTI
85
Blue Trust Inc
Georgia
$54.6K 1,291 – –
DWM
86
Dogwood Wealth Management
Kansas
$43.8K 1,035 -316 -23%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$42K 1,001 -1,290 -56%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$39.9K 943 +943 New
MFC
89
Morris Financial Concepts
South Carolina
$29.2K 691 – –
CTWM
90
Cherry Tree Wealth Management
Minnesota
$26.3K 623 – –
UBS Group
91
UBS Group
Switzerland
$21.6K 511 +83 +19%
S
92
SignatureFD
Georgia
$18.9K 447 +447 New
CIAS
93
Capital Investment Advisory Services
North Carolina
$7.74K 183 +183 New
RFG
94
REAP Financial Group
Texas
$6.55K 155 -215 -58%
EWA
95
EverSource Wealth Advisors
Alabama
$6.13K 156 -5,092 -97%
AP
96
Aspect Partners
Virginia
$5.07K 120 – –
Morgan Stanley
97
Morgan Stanley
New York
$4.31K 102 -104 -50%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$2.96K 70 +70 New
EC
99
Eaton-Cambridge
Arizona
– – -5,645 Closed
WAP
100
Wealthcare Advisory Partners
Pennsylvania
– – -5,107 Closed
1 2 3
4
5