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Avantis Real Estate ETF
AVRE

61 hedge funds and large institutions have $198M invested in Avantis Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

267% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 9

22% more funds holding

Funds holding: 50 → 61 (+11)

18% more capital invested

Capital invested by funds: $168M → $198M (+$30.6M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

0.65% more ownership

Funds ownership: 68.84% → 69.49% (+0.65%)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
0.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
14
Increased
33
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
WorthPointe
California
+$7.44M
2
HIGP
Hill Investment Group Partners
Missouri
+$5.15M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$2.34M
4
American Century Companies
American Century Companies
Missouri
+$2.2M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.54M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.26M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
3
NL
NWAM LLC
Washington
-$541K
4
DPI
Diversified Portfolios Inc
Michigan
-$285K
5
RLIM
Red Lighthouse Investment Management
New York
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1
Quantum Financial Advisors
California
$48.4M +$229K +5,369 +0.5%
HIGP
2
Hill Investment Group Partners
Missouri
$23.3M +$5.15M +121,030 +27%
B
3
BetterWealth
California
$10.3M -$3.02K -71 -0%
W
4
WorthPointe
California
$10.2M +$7.44M +174,802 +243%
MWM
5
Merriman Wealth Management
Washington
$9.85M +$1.29M +30,248 +15%
Corient Private Wealth
6
Corient Private Wealth
Florida
$7.68M +$2.34M +54,880 +42%
PLFA
7
Pacific Life Fund Advisors
California
$6.53M -$172K -4,046 -3%
LFG
8
Larson Financial Group
Missouri
$6.14M +$31.6K +743 +0.5%
Jane Street
9
Jane Street
New York
$5.9M -$3.26M -76,561 -35%
SWA
10
ShankerValleau Wealth Advisors
Illinois
$5.3M +$234K +5,492 +4%
WCA
11
Waypoint Capital Advisors
Minnesota
$5.29M +$56.6K +1,330 +1%
American Century Companies
12
American Century Companies
Missouri
$4.45M +$2.2M +51,711 +93%
LFA
13
Level Financial Advisors
New York
$4M +$791K +18,584 +24%
NRWA
14
North Ridge Wealth Advisors
Oregon
$4M +$4.11M +96,491 New
SB
15
Strategic Blueprint
Georgia
$3.86M +$290K +6,814 +8%
SCM
16
SOL Capital Management
Maryland
$3.84M +$722K +16,957 +22%
LG
17
LAM Group
Oregon
$3.82M +$231K +5,425 +6%
QHA
18
Quarry Hill Advisors
Minnesota
$3.67M +$622K +14,611 +20%
CPIG
19
Chicago Partners Investment Group
Illinois
$3.13M +$215K +5,042 +7%
RLIM
20
Red Lighthouse Investment Management
New York
$2.7M -$177K -4,148 -6%
AFGAS
21
Allegiance Financial Group Advisory Services
Virginia
$2.57M +$943K +22,161 +56%
CPA
22
Cardiff Park Advisors
California
$2.16M +$97.7K +2,296 +5%
CFO
23
Collective Family Office
Pennsylvania
$1.99M +$280K +6,587 +16%
FFM
24
Forum Financial Management
Illinois
$1.51M +$561K +13,171 +57%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.5M +$1.54M +36,195 New
1
2 3

AVRE Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2023, worth a combined $198M — up 18% from $168M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVRE positions and 2 closed out — a net gain of 12 holders — while 33 added to existing stakes and 9 trimmed.

The largest buyer was WorthPointe, adding an estimated $7.44M. The largest seller was Jane Street, cutting an estimated $3.26M.

  • 61 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $198M of Avantis Real Estate ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 14 funds opened new Avantis Real Estate ETF positions in Q1 2023 and 2 closed out, a net change of +12 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2023 was WorthPointe, an estimated $7.44M added.
  • The largest Avantis Real Estate ETF seller in Q1 2023 was Jane Street, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2023.