We are live on ! Find out more
AVRE icon

Avantis Real Estate ETF
AVRE

50 hedge funds and large institutions have $168M invested in Avantis Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

104% more capital invested

Capital invested by funds: $82.5M → $168M (+$85.4M)

92% more funds holding

Funds holding: 26 → 50 (+24)

8.82% more ownership

Funds ownership: 60.02% → 68.84% (+8.8%)

Holders
50
Holders Change
+24
Holders Change %
+92.31%
% of All Funds
0.8%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
30
Increased
16
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
BetterWealth
California
+$10.1M
2
Jane Street
Jane Street
New York
+$8.87M
3
MWM
Merriman Wealth Management
Washington
+$7.39M
4
QFA
Quantum Financial Advisors
California
+$6.11M
5
LFG
Larson Financial Group
Missouri
+$5.98M

Top Sellers

1
CFO
Collective Family Office
Pennsylvania
-$954K
2
MRWM
ML&R Wealth Management
Texas
-$484K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$424K
4
CPIG
Chicago Partners Investment Group
Illinois
-$149K
5
AF
Allworth Financial
California
-$9.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1
Quantum Financial Advisors
California
$47.8M +$6.11M +150,811 +15%
HIGP
2
Hill Investment Group Partners
Missouri
$18.1M +$1.06M +26,239 +6%
B
3
BetterWealth
California
$10.3M +$10.1M +249,560 New
Jane Street
4
Jane Street
New York
$9M +$8.87M +218,779 New
MWM
5
Merriman Wealth Management
Washington
$8.52M +$7.39M +182,297 +731%
PLFA
6
Pacific Life Fund Advisors
California
$6.65M +$6.55M +161,617 New
LFG
7
Larson Financial Group
Missouri
$6.06M +$5.98M +147,420 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$5.36M +$5.29M +130,433 New
WCA
9
Waypoint Capital Advisors
Minnesota
$5.19M +$980K +24,176 +24%
SWA
10
ShankerValleau Wealth Advisors
Illinois
$5.03M +$335K +8,273 +7%
LG
11
LAM Group
Oregon
$3.57M +$3.52M +86,725 New
SB
12
Strategic Blueprint
Georgia
$3.54M +$655K +16,156 +23%
LFA
13
Level Financial Advisors
New York
$3.21M +$2.39M +58,868 +308%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.14M -$149K -3,675 -5%
SCM
15
SOL Capital Management
Maryland
$3.11M +$3.07M +75,700 New
QHA
16
Quarry Hill Advisors
Minnesota
$3.04M +$3M +74,009 New
W
17
WorthPointe
California
$2.96M +$2.06M +50,790 +240%
RLIM
18
Red Lighthouse Investment Management
New York
$2.85M +$2.81M +69,276 New
American Century Companies
19
American Century Companies
Missouri
$2.28M +$2.25M +55,568 New
CPA
20
Cardiff Park Advisors
California
$2.05M +$129K +3,191 +7%
CFO
21
Collective Family Office
Pennsylvania
$1.71M -$954K -23,536 -36%
AFGAS
22
Allegiance Financial Group Advisory Services
Virginia
$1.64M +$1.61M +39,809 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.42M +$1.4M +34,449 New
TFA
24
Triad Financial Advisors
North Carolina
$1.06M +$140K +3,445 +15%
SAM
25
Satovsky Asset Management
New York
$1.06M +$1.05M +25,881 New
1
2 3

AVRE Hedge Fund Activity: Q4 2022 in Review

50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2022, worth a combined $168M — up 104% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AVRE positions and 4 closed out — a net gain of 26 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was BetterWealth, opening a new position worth an estimated $10.1M. The largest seller was Collective Family Office, cutting an estimated $954K.

  • 50 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2022, up from 26 in Q3 2022.
  • Funds reported $168M of Avantis Real Estate ETF stock for Q4 2022, up 104% quarter-over-quarter.
  • 30 funds opened new Avantis Real Estate ETF positions in Q4 2022 and 4 closed out, a net change of +26 holders.
  • The largest Avantis Real Estate ETF buyer in Q4 2022 was BetterWealth, an estimated $10.1M added.
  • The largest Avantis Real Estate ETF seller in Q4 2022 was Collective Family Office, an estimated $954K sold.

Based on aggregated 13F filings for Q4 2022.