Avantis Real Estate ETF
AVRE
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.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
112% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 33
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
10% more funds holding
Funds holding: 121 → 133 (+12)
9% more capital invested
Capital invested by funds: $452M → $491M (+$39.4M)
0.41% more ownership
Funds ownership: 87.31% → 87.72% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$13M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$5.34M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$4.17M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$3.69M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$2.67M |
| 2 |
Jane Street
New York
|
-$1.98M |
| 3 |
HP
Haven Private
Orlando,
Florida
|
-$492K |
| 4 |
Rockefeller Capital Management
New York
|
-$490K |
| 5 |
MGW
MB Generational Wealth
Spokane,
Washington
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
126
REAP Financial Group
Austin,
Texas
| $6.67K | – | – | – |
|
127
Morgan Stanley
New York
| $5.99K | +$43 | +1 | +0.7% |
|
|
VWM
128
Vermillion Wealth Management
Rosemount,
Minnesota
| $5.93K | +$5.91K | +138 | New |
|
|
HIA
129
HFM Investment Advisors
Glassboro,
New Jersey
| $2.88K | +$2.87K | +67 | New |
|
|
NEWAS
130
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.25K | +$1.24K | +29 | New |
|
|
HBW
131
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $1K | +$686 | +16 | New |
|
|
HI
132
Harbour Investments
Madison,
Wisconsin
| $903 | – | – | – |
|
|
AF
133
Allworth Financial
Folsom,
California
| $191 | -$197K | -4,587 | -100% |
|
|
134
Rockefeller Capital Management
New York
| – | -$490K | -11,685 | Closed |
|
|
GTAM
135
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$293K | -6,980 | Closed |
|
|
AP
136
Aspect Partners
Fairfax,
Virginia
| – | -$31.7K | -756 | Closed |
|
|
EWA
137
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$7K | -167 | Closed |
|
|
FFA
138
Farther Finance Advisors
San Francisco,
California
| – | -$1.51K | -36 | Closed |
|
AVRE Hedge Fund Activity: Q1 2025 in Review
133 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2025, worth a combined $491M — up 8.7% from $452M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AVRE positions and 5 closed out — a net gain of 14 holders — while 70 added to existing stakes and 33 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $13M. The largest seller was Capstone Financial Advisors, cutting an estimated $2.67M.
- 133 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2025, up from 121 in Q4 2024.
- Funds reported $491M of Avantis Real Estate ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
- 19 funds opened new Avantis Real Estate ETF positions in Q1 2025 and 5 closed out, a net change of +14 holders.
- The largest Avantis Real Estate ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $13M added.
- The largest Avantis Real Estate ETF seller in Q1 2025 was Capstone Financial Advisors, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2025.