Avantis Real Estate ETF
AVRE
100 hedge funds and large institutions have $371M invested in Avantis Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 10 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 29
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
13% more capital invested
Capital invested by funds: $329M → $371M (+$41.5M)
2.92% more ownership
Funds ownership: 74.91% → 77.83% (+2.9%)
2% more funds holding
Funds holding: 98 → 100 (+2)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$25M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$11.1M |
| 3 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$10.6M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$6.17M |
| 5 |
PWS
Physician Wealth Solutions
North Las Vegas,
Nevada
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.7M |
| 2 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$1.66M |
| 3 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
-$1.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 5 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
101
AlphaQ Advisors
Winter Park,
Florida
| – | -$838K | -19,822 | Closed |
|
|
OMC
102
Old Mission Capital
Chicago,
Illinois
| – | -$417K | -9,856 | Closed |
|
|
NL
103
NWAM LLC
Mercer Island,
Washington
| – | -$246K | -5,810 | Closed |
|
104
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$201K | -4,747 | Closed |
|
105
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$42K | -1,001 | Closed |
|
106
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$39.9K | -943 | Closed |
|
107
UBS Group
Zurich,
Switzerland
| – | -$21.6K | -511 | Closed |
|
|
S
108
SignatureFD
Atlanta,
Georgia
| – | -$18.9K | -447 | Closed |
|
|
CIAS
109
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$7.74K | -183 | Closed |
|
110
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2.96K | -70 | Closed |
|
AVRE Hedge Fund Activity: Q2 2024 in Review
100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q2 2024, worth a combined $371M — up 13% from $329M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AVRE positions and 10 closed out — a net gain of 2 holders — while 52 added to existing stakes and 29 trimmed.
The largest buyer was Empowered Funds, adding an estimated $25M. The largest seller was Jane Street, cutting an estimated $14.7M.
- 100 institutional investors held Avantis Real Estate ETF (AVRE) as of Q2 2024, up from 98 in Q1 2024.
- Funds reported $371M of Avantis Real Estate ETF stock for Q2 2024, up 13% quarter-over-quarter.
- 12 funds opened new Avantis Real Estate ETF positions in Q2 2024 and 10 closed out, a net change of +2 holders.
- The largest Avantis Real Estate ETF buyer in Q2 2024 was Empowered Funds, an estimated $25M added.
- The largest Avantis Real Estate ETF seller in Q2 2024 was Jane Street, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2024.