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Avantis Real Estate ETF
AVRE

Overview Fund Activity

76 hedge funds and large institutions have $238M invested in Avantis Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
10
Increased
44
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$14.9M
2
EFN
2
Equita Financial Network
Pennsylvania
$3.38M
3
NB
3
Nicolet Bankshares
Wisconsin
$4.53M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.79M
5
American Century Companies
5
American Century Companies
Missouri
$6.72M

Top Sellers

1
LG
1
LAM Group
Oregon
$6.1M
2
AWM
2
Aprio Wealth Management
Georgia
$7.3M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
QHA
5
Quarry Hill Advisors
Minnesota
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
QFA
1
Quantum Financial Advisors
California
$36.1M 960,739 -8,061 -0.8%
HIGP
2
Hill Investment Group Partners
Missouri
$23.4M 621,959 +18,175 +3%
Jane Street
3
Jane Street
New York
$14.9M 395,436 +135,551 +52%
W
4
WorthPointe
California
$10.2M 271,717 +3,914 +1%
MWM
5
Merriman Wealth Management
Washington
$10.2M 270,743 +13,513 +5%
B
6
BetterWealth
California
$9.69M 257,956 +4,971 +2%
NAS
7
Nicolet Advisory Services
Wisconsin
$8.93M 244,065 +33,157 +16%
Corient Private Wealth
8
Corient Private Wealth
Florida
$7.45M 198,260 +7,698 +4%
AWM
9
Aprio Wealth Management
Georgia
$7.3M 194,283 -23,389 -11%
American Century Companies
10
American Century Companies
Missouri
$6.72M 178,995 +44,901 +33%
SWM
11
Seaside Wealth Management
California
$6.23M 165,764 +11,927 +8%
LG
12
LAM Group
Oregon
$6.1M 162,300 -30,580 -16%
WCA
13
Waypoint Capital Advisors
Minnesota
$6.02M 160,332 +32,105 +25%
LFA
14
Level Financial Advisors
New York
$6M 159,806 +28,479 +22%
SWA
15
ShankerValleau Wealth Advisors
Illinois
$5.76M 153,217 +8,573 +6%
LFG
16
Larson Financial Group
Missouri
$5.25M 139,667 -7,423 -5%
NB
17
Nicolet Bankshares
Wisconsin
$4.53M 120,506 +72,268 +150%
AFGAS
18
Allegiance Financial Group Advisory Services
Virginia
$4.28M 113,802 +18,576 +20%
SCM
19
SOL Capital Management
Maryland
$3.92M 104,388 -6,759 -6%
NRWA
20
North Ridge Wealth Advisors
Oregon
$3.92M 104,273 +3,489 +3%
SB
21
Strategic Blueprint
Georgia
$3.64M 96,847 +2,224 +2%
EFN
22
Equita Financial Network
Pennsylvania
$3.38M 89,998 +89,998 New
QHA
23
Quarry Hill Advisors
Minnesota
$3.22M 85,637 -8,843 -9%
PLFA
24
Pacific Life Fund Advisors
California
$3.03M 80,745 +366 +0.5%
CPIG
25
Chicago Partners Investment Group
Illinois
$2.88M 80,288 +4,159 +5%
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