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Avantis Real Estate ETF
AVRE

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.

New
Increased
Maintained
Reduced
Closed

415% more capital invested

Capital invested by funds: $5.32M → $27.4M (+$22.1M)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

64% more funds holding

Funds holding: 11 → 18 (+7)

20.18% more ownership

Funds ownership: 30.05% → 50.23% (+20%)

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
Hill Investment Group Partners
Missouri
+$16.6M
2
SB
Strategic Blueprint
Georgia
+$2.15M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.9M
4
W
WorthPointe
California
+$1.28M
5
SHFA
SC&H Financial Advisors
Maryland
+$572K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.15M
2
MWM
Merriman Wealth Management
Washington
-$1M
3
FWP
Firethorn Wealth Partners
Georgia
-$205K
4
GTAM
Global Trust Asset Management
Florida
-$88.4K
5
DWP
Destiny Wealth Partners
Florida
-$58K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$17.1M +$16.6M +324,792 New
SB
2
Strategic Blueprint
Georgia
$2.5M +$2.15M +41,948 +758%
Citadel Advisors
3
Citadel Advisors
Florida
$1.95M +$1.9M +37,150 New
GTAM
4
Global Trust Asset Management
Florida
$1.59M -$88.4K -1,725 -5%
W
5
WorthPointe
California
$1.31M +$1.28M +25,009 New
CPA
6
Cardiff Park Advisors
California
$598K +$301K +5,866 +107%
SHFA
7
SC&H Financial Advisors
Maryland
$587K +$572K +11,165 New
CPIG
8
Chicago Partners Investment Group
Illinois
$486K +$146K +2,846 +37%
CFO
9
Collective Family Office
Pennsylvania
$352K +$343K +6,690 New
APG
10
Abacus Planning Group
South Carolina
$293K +$286K +5,578 New
TFA
11
Triad Financial Advisors
North Carolina
$276K +$269K +5,252 New
DPI
12
Diversified Portfolios Inc
Michigan
$240K +$234K +4,569 New
FAG
13
Fortitude Advisory Group
Washington
$70K – – –
HA
14
Herold Advisors
New York
$33.9K +$33.1K +645 New
IA
15
IFP Advisors
Florida
$21K +$21.1K +411 New
UBS Group
16
UBS Group
Switzerland
$7K +$6.82K +133 New
BHWM
17
Beaird Harris Wealth Management
Texas
$1K +$718 +14 New
Jane Street
18
Jane Street
New York
– -$1.15M -20,533 Closed
MWM
19
Merriman Wealth Management
Washington
– -$1M -18,000 Closed
FWP
20
Firethorn Wealth Partners
Georgia
– -$205K -3,667 Closed
DWP
21
Destiny Wealth Partners
Florida
– -$58K -1,046 Closed
LFA
22
Level Financial Advisors
New York
– -$49K -870 Closed

AVRE Hedge Fund Activity: Q1 2022 in Review

18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2022, worth a combined $27.4M — up 415% from $5.32M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AVRE positions and 5 closed out — a net gain of 7 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Hill Investment Group Partners, opening a new position worth an estimated $16.6M. The largest seller was Jane Street, exiting entirely with an estimated $1.15M sold.

  • 18 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2022, up from 11 in Q4 2021.
  • Funds reported $27.4M of Avantis Real Estate ETF stock for Q1 2022, up 415% quarter-over-quarter.
  • 12 funds opened new Avantis Real Estate ETF positions in Q1 2022 and 5 closed out, a net change of +7 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2022 was Hill Investment Group Partners, an estimated $16.6M added.
  • The largest Avantis Real Estate ETF seller in Q1 2022 was Jane Street, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2022.