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Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $491M invested in Avantis Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.81%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.18%
New
19
Increased
70
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$13.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$5.36M
3
SW
Simplicity Wealth
New Jersey
+$4.18M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$3.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.34M

Top Sellers

1
CW
Curio Wealth
Maryland
-$94.6M
2
CFA
Capstone Financial Advisors
Illinois
-$2.68M
3
Jane Street
Jane Street
New York
-$1.99M
4
HP
Haven Private
Florida
-$494K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Poinciana Advisors Group
Florida
$643K – – –
E
77
EntreWealth
Texas
$633K +$165K +3,826 +35%
HNWA
78
Henrickson Nauta Wealth Advisors
Michigan
$591K +$134K +3,320 +29%
CA
79
CoreCap Advisors
Michigan
$568K +$338K +7,853 +146%
Financial Engines Advisors
80
Financial Engines Advisors
California
$565K +$3.53K +82 +0.6%
BP
81
BWM Planning
Texas
$546K – – –
AFA
82
Avant Financial Advisors
Texas
$545K +$3.91K +91 +0.7%
BAM
83
Bayshore Asset Management
Florida
$520K -$3.44K -80 -0.7%
Mariner
84
Mariner
Kansas
$503K +$30.1K +700 +6%
LFG
85
Larson Financial Group
Missouri
$491K -$39.3K -913 -7%
AWM
86
AE Wealth Management
Kansas
$457K +$245K +5,686 +115%
EPW
87
Endeavor Private Wealth
Kansas
$419K +$27.9K +649 +7%
MBFW
88
Morton Brown Family Wealth
Pennsylvania
$404K +$645 +15 +0.2%
MGW
89
MB Generational Wealth
Washington
$396K -$386K -8,972 -49%
AWM
90
Ariadne Wealth Management
California
$365K – – –
GLA
91
Good Life Advisors
Pennsylvania
$350K +$9.55K +222 +3%
GPA
92
Garrison Point Advisors
California
$323K -$266K -6,185 -45%
CPWM
93
Cypress Point Wealth Management
Texas
$313K +$51K +1,185 +19%
DPI
94
Diversified Portfolios Inc
Michigan
$311K +$860 +20 +0.3%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$294K -$321K -7,467 -52%
WCWM
96
Willow Creek Wealth Management
California
$290K -$96K -2,232 -25%
KAM
97
KEB Asset Management
Illinois
$278K +$278K +6,475 New
AA
98
Armis Advisers
Georgia
$272K -$10.1K -234 -4%
JTWM
99
Jackson Thornton Wealth Management
Alabama
$254K – – –
EAM
100
Evanson Asset Management
California
$246K +$1.2K +28 +0.5%
2 3
4
5 6