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Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $476M 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
Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
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
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$14.2M
2
SW
Simplicity Wealth
New Jersey
$9.17M
3
Citadel Advisors
Citadel Advisors
Florida
$5.41M
4
LA
LexAurum Advisors
Kansas
$8.82M
5
AWM
Austin Wealth Management
Texas
$5.29M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$49.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.77M
3
Corient Private Wealth
Corient Private Wealth
Florida
$7.5M
4
PLFA
Pacific Life Fund Advisors
California
$1.56M
5
PWA
PCG Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
101
FMB Wealth Management
California
$256K +$23.5K +533 +10%
EAM
102
Evanson Asset Management
California
$254K +$1.81K +41 +0.7%
APG
103
Abacus Planning Group
South Carolina
$249K +$662 +15 +0.3%
APP
104
Avantax Planning Partners
Iowa
$245K +$245K +5,538 New
CW
105
Curio Wealth
Maryland
$235K +$235K +5,315 +48,318%
CA
106
Clune & Associates
Illinois
$220K +$11.6K +262 +6%
NL
107
NWAM LLC
Washington
$217K -$14.1K -320 -6%
TIM
108
Tortoise Investment Management
New York
$173K – – –
PSFG
109
Park Square Financial Group
Georgia
$153K +$122K +2,764 +389%
Osaic Holdings
110
Osaic Holdings
Arizona
$143K -$1.08M -25,846 -88%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$127K -$6.01K -136 -5%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$79.4K +$50.5K +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
$25K – – –
CTWM
117
Cherry Tree Wealth Management
Minnesota
$22.8K -$4.77K -108 -17%
PCG
118
PFC Capital Group
California
$22K – – –
SIC
119
SJS Investment Consulting
Ohio
$19.1K -$91.1K -2,062 -83%
FFA
120
Farther Finance Advisors
California
$10.5K +$10.5K +237 New
Wells Fargo
121
Wells Fargo
California
$9.52K – – –
ACA
122
Aptus Capital Advisors
Alabama
$8.17K +$88 +2 +1%
RFG
123
REAP Financial Group
Texas
$6.85K – – –
DWM
124
Dogwood Wealth Management
Kansas
$6.21K -$1.32K -30 -18%
Morgan Stanley
125
Morgan Stanley
New York
$6.09K -$44 -1 -0.7%
2 3 4
5
6