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Avantis Real Estate ETF

133 hedge funds and large institutions have $477M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 133133 (0)

3% less capital invested

Capital invested by funds: $491M → $477M (-$13.7M)

7.5% less ownership

Funds ownership: 87.72%80.22% (-7.5%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
9
Increased
65
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Parkworth Wealth Management
California
$900K +$7.44K +172 +0.9%
DPI
77
Diversified Portfolios Inc
Michigan
$891K +$560K +12,940 +179%
AWM
78
Axxcess Wealth Management
California
$887K +$78.7K +1,818 +10%
HP
79
Haven Private
Florida
$872K -$170K -3,933 -17%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$824K +$512K +11,825 +173%
Financial Engines Advisors
81
Financial Engines Advisors
California
$712K +$129K +2,989 +23%
CA
82
CoreCap Advisors
Michigan
$709K +$123K +2,848 +22%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$648K
PAG
84
Poinciana Advisors Group
Florida
$632K -$27.5K -636 -4%
AFA
85
Avant Financial Advisors
Texas
$590K +$30.2K +698 +6%
Mariner
86
Mariner
Kansas
$562K +$45.1K +1,042 +9%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$555K +$387K +8,954 +248%
EPW
88
Endeavor Private Wealth
Kansas
$508K +$75.6K +1,748 +18%
KAM
89
KEB Asset Management
Illinois
$476K +$187K +4,315 +67%
BDWCC
90
B&D White Capital Company
Texas
$472K +$462K +10,681 New
MPW
91
Magnolia Private Wealth
Pennsylvania
$437K +$196K +4,520 +84%
MBFW
92
Morton Brown Family Wealth
Pennsylvania
$431K +$16.1K +371 +4%
GLA
93
Good Life Advisors
Pennsylvania
$372K +$11.9K +274 +3%
BP
94
BWM Planning
Texas
$369K -$187K -4,330 -34%
AWM
95
Ariadne Wealth Management
California
$369K +$43 +1 +0%
GPA
96
Garrison Point Advisors
California
$334K +$2.38K +55 +0.7%
CPWM
97
Cypress Point Wealth Management
Texas
$325K +$3.63K +84 +1%
WCWM
98
Willow Creek Wealth Management
California
$304K +$6.36K +147 +2%
KAS
99
Kestra Advisory Services
Texas
$271K +$266K +6,137 New
JTWM
100
Jackson Thornton Wealth Management
Alabama
$263K

AVRE Hedge Fund Activity: Q2 2025 in Review

133 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q2 2025, worth a combined $477M — down 2.8% from $491M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVRE positions and 7 closed out — a net gain of 2 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $11.5M. The largest seller was Empowered Funds, cutting an estimated $3.3M.

  • 133 institutional investors held Avantis Real Estate ETF (AVRE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $477M of Avantis Real Estate ETF stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Avantis Real Estate ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Avantis Real Estate ETF buyer in Q2 2025 was Focus Partners Advisor Solutions, an estimated $11.5M added.
  • The largest Avantis Real Estate ETF seller in Q2 2025 was Empowered Funds, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2025.