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Avantis Real Estate ETF
AVRE

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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $301M → $329M (+$27.6M)

7% more funds holding

Funds holding: 92 → 98 (+6)

0.36% more ownership

Funds ownership: 74.55% → 74.91% (+0.36%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
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
Empowered Funds
Pennsylvania
+$18.4M
2
SWA
ShankerValleau Wealth Advisors
Illinois
+$6.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.58M
4
B
BetterWealth
California
+$4.46M
5
Jane Street
Jane Street
New York
+$4.04M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$7.26M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
3
LFG
Larson Financial Group
Missouri
-$4.99M
4
QFA
Quantum Financial Advisors
California
-$4.12M
5
LG
LAM Group
Oregon
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
76
Diversified Portfolios Inc
Michigan
$229K -$4.17K -100 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$201K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$200K -$108K -2,579 -35%
AF
79
Allworth Financial
California
$197K -$8.27K -198 -4%
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$190K -$113K -2,695 -37%
Osaic Holdings
81
Osaic Holdings
Arizona
$185K +$124K +2,970 +213%
TIM
82
Tortoise Investment Management
New York
$166K – – –
IA
83
IFP Advisors
Florida
$143K -$5.14K -123 -3%
TWD
84
True Wealth Design
Ohio
$133K – – –
BTI
85
Blue Trust Inc
Georgia
$54.6K – – –
DWM
86
Dogwood Wealth Management
Kansas
$43.8K -$13.2K -316 -23%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$42K -$53.9K -1,290 -56%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$39.9K +$39.4K +943 New
MFC
89
Morris Financial Concepts
South Carolina
$29.2K – – –
CTWM
90
Cherry Tree Wealth Management
Minnesota
$26.3K – – –
UBS Group
91
UBS Group
Switzerland
$21.6K +$3.47K +83 +19%
S
92
SignatureFD
Georgia
$18.9K +$18.7K +447 New
CIAS
93
Capital Investment Advisory Services
North Carolina
$7.74K +$7.64K +183 New
RFG
94
REAP Financial Group
Texas
$6.55K -$8.98K -215 -58%
EWA
95
EverSource Wealth Advisors
Alabama
$6.13K -$213K -5,092 -97%
AP
96
Aspect Partners
Virginia
$5.07K – – –
Morgan Stanley
97
Morgan Stanley
New York
$4.31K -$4.34K -104 -50%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$2.96K +$2.92K +70 New
EC
99
Eaton-Cambridge
Arizona
– -$244K -5,645 Closed
WAP
100
Wealthcare Advisory Partners
Pennsylvania
– -$221K -5,107 Closed
1 2 3
4
5

AVRE Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2024, worth a combined $329M — up 9.2% from $301M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVRE positions and 3 closed out — a net gain of 7 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $18.4M. The largest seller was Carlson Capital Management, cutting an estimated $7.26M.

  • 98 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $329M of Avantis Real Estate ETF stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 10 funds opened new Avantis Real Estate ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2024 was Empowered Funds, an estimated $18.4M added.
  • The largest Avantis Real Estate ETF seller in Q1 2024 was Carlson Capital Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q1 2024.