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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
AA
101
Armis Advisers
Georgia
$261K -$17.7K -410 -6%
FWM
102
FMB Wealth Management
California
$256K +$23.1K +533 +10%
EAM
103
Evanson Asset Management
California
$254K +$1.77K +41 +0.7%
APG
104
Abacus Planning Group
South Carolina
$249K +$649 +15 +0.3%
APP
105
Avantax Planning Partners
Iowa
$245K +$240K +5,538 New
CW
106
Curio Wealth
Maryland
$235K +$230K +5,315 +48,318%
CA
107
Clune & Associates
Illinois
$220K +$11.3K +262 +6%
NL
108
NWAM LLC
Washington
$217K -$13.8K -320 -6%
TIM
109
Tortoise Investment Management
New York
$173K
PSFG
110
Park Square Financial Group
Georgia
$153K +$120K +2,764 +389%
JP Morgan Chase
111
JP Morgan Chase
New York
$127K -$5.88K -136 -5%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$79.4K +$49.8K +1,151 +175%
BTI
113
Blue Trust Inc
Georgia
$57K
UBS Group
114
UBS Group
Switzerland
$45.9K
MFC
115
Morris Financial Concepts
South Carolina
$37.5K
CCMI
116
Creative Capital Management Investments
California
$24.9K
CTWM
117
Cherry Tree Wealth Management
Minnesota
$22.8K -$4.67K -108 -17%
PCG
118
PFC Capital Group
California
$22K
SIC
119
SJS Investment Consulting
Ohio
$19.1K -$89.2K -2,062 -83%
FFA
120
Farther Finance Advisors
California
$10.5K +$10.3K +237 New
Wells Fargo
121
Wells Fargo
California
$9.52K
ACA
122
Aptus Capital Advisors
Alabama
$8.17K +$87 +2 +1%
RFG
123
REAP Financial Group
Texas
$6.84K
DWM
124
Dogwood Wealth Management
Kansas
$6.21K -$1.3K -30 -18%
Morgan Stanley
125
Morgan Stanley
New York
$6.09K -$43 -1 -0.7%

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.