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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 %
APG
101
Abacus Planning Group
South Carolina
$242K +$430 +10 +0.2%
MPW
102
Magnolia Private Wealth
Pennsylvania
$231K +$231K +5,372 New
FWM
103
FMB Wealth Management
California
$227K +$227K +5,267 New
NL
104
NWAM LLC
Washington
$225K -$22.4K -521 -9%
CW
105
Curio Wealth
Maryland
$211K -$94.6M -4,926 -100%
CA
106
Clune & Associates
Illinois
$203K +$203K +4,723 New
IA
107
IFP Advisors
Florida
$187K -$198K -4,598 -51%
TIM
108
Tortoise Investment Management
New York
$169K – – –
SRCM
109
Signature Resources Capital Management
California
$163K -$30.5K -708 -16%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$155K -$97.4K -2,265 -39%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$129K +$20.6K +478 +19%
SIC
112
SJS Investment Consulting
Ohio
$107K +$26.5K +616 +33%
BTI
113
Blue Trust Inc
Georgia
$55.5K – – –
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$49.9K +$49.9K +1,289 New
UBS Group
115
UBS Group
Switzerland
$44.7K +$24.6K +571 +122%
MFC
116
Morris Financial Concepts
South Carolina
$36.6K – – –
PSFG
117
Park Square Financial Group
Georgia
$30.5K +$30.5K +710 New
Jones Financial Companies
118
Jones Financial Companies
Missouri
$28.2K -$942 -22 -3%
CTWM
119
Cherry Tree Wealth Management
Minnesota
$26.9K – – –
CCMI
120
Creative Capital Management Investments
California
$24.3K – – –
PCG
121
PFC Capital Group
California
$21K +$21K +500 New
SIM
122
Synergy Investment Management
Florida
$12K +$86 +2 +0.7%
Wells Fargo
123
Wells Fargo
California
$9.27K +$9.23K +215 +21,500%
ACA
124
Aptus Capital Advisors
Alabama
$7.89K -$22.8K -530 -74%
DWM
125
Dogwood Wealth Management
Kansas
$7.36K -$1.03K -24 -12%
2 3 4
5
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