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Avantis Real Estate ETF
AVRE

110 hedge funds and large institutions have $412M invested in Avantis Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

127% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $371M → $412M (+$41.2M)

10% more funds holding

Funds holding: 100 → 110 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

2.83% less ownership

Funds ownership: 77.83% → 74.99% (-2.8%)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.58%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
59
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
Simplicity Wealth
New Jersey
+$2.82M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.82M
3
PWS
Physician Wealth Solutions
Nevada
+$2.5M
4
CAM
Cresset Asset Management
Illinois
+$1.89M
5
LPL Financial
LPL Financial
California
+$1.74M

Top Sellers

1
AWM
Aprio Wealth Management
Georgia
-$19.3M
2
Jane Street
Jane Street
New York
-$3.81M
3
SWA
ShankerValleau Wealth Advisors
Illinois
-$1.74M
4
CCM
Carlson Capital Management
Minnesota
-$1.62M
5
CFA
Capstone Financial Advisors
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
76
Morton Brown Family Wealth
Pennsylvania
$360K +$14.9K +332 +5%
DPI
77
Diversified Portfolios Inc
Michigan
$344K +$109K +2,420 +50%
GTAM
78
Global Trust Asset Management
Florida
$335K – – –
AQR Capital Management
79
AQR Capital Management
Connecticut
$295K +$281K +6,259 New
NL
80
NWAM LLC
Washington
$295K +$281K +6,252 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$288K +$62K +1,381 +29%
CPWM
82
Cypress Point Wealth Management
Texas
$267K +$23.8K +530 +10%
APG
83
Abacus Planning Group
South Carolina
$261K -$81.1K -1,807 -25%
SRCM
84
Signature Resources Capital Management
California
$235K -$67.2K -1,498 -23%
FWM
85
FMB Wealth Management
California
$233K – – –
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$224K +$213K +4,747 New
AF
87
Allworth Financial
California
$218K – – –
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$208K +$198K +4,405 New
TIM
89
Tortoise Investment Management
New York
$185K – – –
ACA
90
Aptus Capital Advisors
Alabama
$179K +$171K +3,807 New
Osaic Holdings
91
Osaic Holdings
Arizona
$159K +$150K +3,344 +14,539%
IA
92
IFP Advisors
Florida
$150K +$314 +7 +0.2%
UBS Group
93
UBS Group
Switzerland
$109K +$104K +2,321 New
BTI
94
Blue Trust Inc
Georgia
$53.2K – – –
DWM
95
Dogwood Wealth Management
Kansas
$48.2K +$1.44K +32 +3%
MFC
96
Morris Financial Concepts
South Carolina
$40.1K – – –
CTWM
97
Cherry Tree Wealth Management
Minnesota
$34.6K +$4.94K +110 +18%
JP Morgan Chase
98
JP Morgan Chase
New York
$31.6K -$1M -22,301 -97%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$29.7K +$4.58K +102 +19%
CCMI
100
Creative Capital Management Investments
California
$26.6K – – –
1 2 3
4
5

AVRE Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2024, worth a combined $412M — up 11% from $371M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVRE positions and 5 closed out — a net gain of 10 holders — while 59 added to existing stakes and 26 trimmed.

The largest buyer was Simplicity Wealth, adding an estimated $2.82M. The largest seller was Aprio Wealth Management, cutting an estimated $19.3M.

  • 110 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $412M of Avantis Real Estate ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 15 funds opened new Avantis Real Estate ETF positions in Q3 2024 and 5 closed out, a net change of +10 holders.
  • The largest Avantis Real Estate ETF buyer in Q3 2024 was Simplicity Wealth, an estimated $2.82M added.
  • The largest Avantis Real Estate ETF seller in Q3 2024 was Aprio Wealth Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2024.