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Avantis Real Estate ETF
AVRE

Overview Fund Activity

121 hedge funds and large institutions have $452M invested in Avantis Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.61%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
24
Increased
58
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIG
1
CCM Investment Group
Minnesota
$49.3M
2
LA
2
LexAurum Advisors
Kansas
$5.24M
3
EF
3
Empowered Funds
Pennsylvania
$49.8M
4
VF
4
Vestment Financial
Minnesota
$4.57M
5
CFA
5
Capstone Financial Advisors
Illinois
$14.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SW
2
Simplicity Wealth
New Jersey
$0
3
CAM
3
Cresset Asset Management
Illinois
$0
4
FFM
4
Forum Financial Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
LFG
76
Larson Financial Group
Missouri
$516K 12,318 -283 -2%
E
77
EntreWealth
Texas
$511K 10,900 +10,900 New
BAM
78
Bayshore Asset Management
Florida
$510K 12,160 +172 +1%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$490K 11,685 +11,685 New
HNWA
80
Henrickson Nauta Wealth Advisors
Michigan
$476K 11,352 -332 -3%
Mariner
81
Mariner
Kansas
$461K 10,988 +267 +2%
MBFW
82
Morton Brown Family Wealth
Pennsylvania
$393K 9,383 +1,744 +23%
EPW
83
Endeavor Private Wealth
Kansas
$382K 9,104 +9,104 New
WCWM
84
Willow Creek Wealth Management
California
$376K 8,975 +281 +3%
IA
85
IFP Advisors
Florida
$375K 8,935 +5,761 +182%
AWM
86
Ariadne Wealth Management
California
$359K 8,331 +8,331 New
GLA
87
Good Life Advisors
Pennsylvania
$332K 7,923 -211 -3%
DPI
88
Diversified Portfolios Inc
Michigan
$303K 7,218 -88 -1%
GTAM
89
Global Trust Asset Management
Florida
$293K 6,980 -125 -2%
AA
90
Armis Advisers
Georgia
$275K 6,557 +6,557 New
CPWM
91
Cypress Point Wealth Management
Texas
$256K 6,099 +442 +8%
JTWM
92
Jackson Thornton Wealth Management
Alabama
$251K 5,985 -2,335 -28%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$246K 5,871 -230 -4%
NL
94
NWAM LLC
Washington
$241K 5,744 -508 -8%
EAM
95
Evanson Asset Management
California
$238K 5,689 +5,689 New
APG
96
Abacus Planning Group
South Carolina
$235K 5,606 +70 +1%
CA
97
CoreCap Advisors
Michigan
$225K 5,361 +4,852 +953%
CW
98
Curio Wealth
Maryland
$207K 4,937 +4,937 New
AWM
99
AE Wealth Management
Kansas
$207K 4,928 +4,928 New
AF
100
Allworth Financial
California
$194K 4,591 -25 -0.5%
2 3
4
5 6