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Avantis Real Estate ETF
AVRE

Overview Fund Activity

92 hedge funds and large institutions have $301M invested in Avantis Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.35%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
26
Increased
41
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Carlson Capital Management
Minnesota
$16.2M
2
PC
2
Prairiewood Capital
North Dakota
$7.86M
3
PWS
3
Physician Wealth Solutions
Nevada
$5.46M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.76M
5
HIGP
5
Hill Investment Group Partners
Missouri
$30.5M

Top Sellers

1
QFA
1
Quantum Financial Advisors
California
$21M
2
B
2
BetterWealth
California
$6.94M
3
LG
3
LAM Group
Oregon
$4.02M
4
WCA
4
Waypoint Capital Advisors
Minnesota
$4.72M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$30.5M 704,645 +82,686 +13%
QFA
2
Quantum Financial Advisors
California
$21M 484,124 -476,615 -50%
Jane Street
3
Jane Street
New York
$20M 462,358 +66,922 +17%
CCM
4
Carlson Capital Management
Minnesota
$16.2M 373,119 +373,119 New
MWM
5
Merriman Wealth Management
Washington
$11.2M 258,098 -12,645 -5%
W
6
WorthPointe
California
$10.9M 252,256 -19,461 -7%
NAS
7
Nicolet Advisory Services
Wisconsin
$10.8M 253,229 +9,164 +4%
American Century Companies
8
American Century Companies
Missouri
$8.81M 203,506 +24,511 +14%
Corient Private Wealth
9
Corient Private Wealth
Florida
$8.69M 200,550 +2,290 +1%
AWM
10
Aprio Wealth Management
Georgia
$8.66M 199,930 +5,647 +3%
PC
11
Prairiewood Capital
North Dakota
$7.86M 181,428 +181,428 New
SWM
12
Seaside Wealth Management
California
$7.53M 173,783 +8,019 +5%
B
13
BetterWealth
California
$6.94M 160,220 -97,736 -38%
LFA
14
Level Financial Advisors
New York
$6.88M 158,923 -883 -0.6%
SWA
15
ShankerValleau Wealth Advisors
Illinois
$6.77M 156,316 +3,099 +2%
AFGAS
16
Allegiance Financial Group Advisory Services
Virginia
$5.91M 136,344 +22,542 +20%
LFG
17
Larson Financial Group
Missouri
$5.85M 134,999 -4,668 -3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5.76M 132,894 +123,314 +1,287%
PWS
19
Physician Wealth Solutions
Nevada
$5.46M 126,058 +126,058 New
NB
20
Nicolet Bankshares
Wisconsin
$5.29M 122,034 +1,528 +1%
OIA
21
OneDigital Investment Advisors
Kansas
$5.22M 120,545 +49,564 +70%
WCA
22
Waypoint Capital Advisors
Minnesota
$4.72M 108,978 -51,354 -32%
SCM
23
SOL Capital Management
Maryland
$4.48M 103,399 -989 -0.9%
SB
24
Strategic Blueprint
Georgia
$4.41M 101,768 +4,921 +5%
NRWA
25
North Ridge Wealth Advisors
Oregon
$4.35M 100,325 -3,948 -4%
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