AVRE icon

Avantis Real Estate ETF
AVRE

Overview Fund Activity

18 hedge funds and large institutions have $27.4M invested in Avantis Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
+7
Holders Change %
+63.64%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
3
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIGP
1
Hill Investment Group Partners
Missouri
$17.1M
2
SB
2
Strategic Blueprint
Georgia
$2.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.95M
4
W
4
WorthPointe
California
$1.32M
5
SHFA
5
SC&H Financial Advisors
Maryland
$587K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FWP
3
Firethorn Wealth Partners
Georgia
$0
4
GTAM
4
Global Trust Asset Management
Florida
$1.59M
5
DWP
5
Destiny Wealth Partners
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$17.1M 324,792 +324,792 New
SB
2
Strategic Blueprint
Georgia
$2.5M 47,481 +41,948 +758%
Citadel Advisors
3
Citadel Advisors
Florida
$1.95M 37,150 +37,150 New
GTAM
4
Global Trust Asset Management
Florida
$1.59M 30,252 -1,725 -5%
W
5
WorthPointe
California
$1.32M 25,009 +25,009 New
CPA
6
Cardiff Park Advisors
California
$598K 11,362 +5,866 +107%
SHFA
7
SC&H Financial Advisors
Maryland
$587K 11,165 +11,165 New
CPIG
8
Chicago Partners Investment Group
Illinois
$486K 10,557 +2,846 +37%
CFO
9
Collective Family Office
Pennsylvania
$352K 6,690 +6,690 New
APG
10
Abacus Planning Group
South Carolina
$293K 5,578 +5,578 New
TFA
11
Triad Financial Advisors
North Carolina
$276K 5,252 +5,252 New
DPI
12
Diversified Portfolios Inc
Michigan
$240K 4,569 +4,569 New
FAG
13
Fortitude Advisory Group
Washington
$70K 1,337 – –
HA
14
Herold Advisors
New York
$33.9K 645 +645 New
IA
15
IFP Advisors
Florida
$21K 411 +411 New
UBS Group
16
UBS Group
Switzerland
$7K 133 +133 New
BHWM
17
Beaird Harris Wealth Management
Texas
$1K 14 +14 New
Jane Street
18
Jane Street
New York
– – -20,533 Closed
MWM
19
Merriman Wealth Management
Washington
– – -18,000 Closed
FWP
20
Firethorn Wealth Partners
Georgia
– – -3,667 Closed
DWP
21
Destiny Wealth Partners
Florida
– – -1,046 Closed
LFA
22
Level Financial Advisors
New York
– – -870 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
MFC
24
Morris Financial Concepts
South Carolina
$0 1 – –