Avantis Real Estate ETF
AVRE
11 hedge funds and large institutions have $5.32M invested in Avantis Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
1,000% more funds holding
Funds holding: 1 → 11 (+10)
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
203% more capital invested
Capital invested by funds: $1.75M → $5.32M (+$3.57M)
30.05% more ownership
Funds ownership: 0% → 30.05% (+30%)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTAM
1
Global Trust Asset Management
West Palm Beach,
Florida
| $1.78M | +$1.69M | +31,977 | New |
|
2
Jane Street
New York
| $1.15M | +$1.08M | +20,533 | New |
|
|
MWM
3
Merriman Wealth Management
Seattle,
Washington
| $1M | +$950K | +18,000 | New |
|
|
CPIG
4
Chicago Partners Investment Group
Chicago,
Illinois
| $382K | +$407K | +7,711 | New |
|
|
SB
5
Strategic Blueprint
Atlanta,
Georgia
| $309K | +$292K | +5,533 | New |
|
|
CPA
6
Cardiff Park Advisors
Carlsbad,
California
| $307K | +$290K | +5,496 | New |
|
|
FWP
7
Firethorn Wealth Partners
Augusta,
Georgia
| $205K | +$194K | +3,667 | New |
|
|
FAG
8
Fortitude Advisory Group
Gig Harbor,
Washington
| $75K | +$70.6K | +1,337 | New |
|
|
DWP
9
Destiny Wealth Partners
Tavares,
Florida
| $58K | +$55.2K | +1,046 | New |
|
|
LFA
10
Level Financial Advisors
East Amherst,
New York
| $49K | +$45.9K | +870 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$1.75M | -35,322 | Closed |
|
|
MFC
12
Morris Financial Concepts
Mount Pleasant,
South Carolina
| – | +$53 | +1 | New |
|
AVRE Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2021, worth a combined $5.32M — up 203% from $1.75M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AVRE positions and 1 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Global Trust Asset Management, opening a new position worth an estimated $1.69M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.75M sold.
- 11 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2021, up from 1 in Q3 2021.
- Funds reported $5.32M of Avantis Real Estate ETF stock for Q4 2021, up 203% quarter-over-quarter.
- 11 funds opened new Avantis Real Estate ETF positions in Q4 2021 and 1 closed out, a net change of +10 holders.
- The largest Avantis Real Estate ETF buyer in Q4 2021 was Global Trust Asset Management, an estimated $1.69M added.
- The largest Avantis Real Estate ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2021.