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Avantis Real Estate ETF
AVRE

98 hedge funds and large institutions have $329M invested in Avantis Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $301M → $329M (+$27.6M)

7% more funds holding

Funds holding: 92 → 98 (+6)

0.36% more ownership

Funds ownership: 74.55% → 74.91% (+0.36%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
10
Increased
52
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$18.4M
2
SWA
ShankerValleau Wealth Advisors
Illinois
+$6.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.58M
4
B
BetterWealth
California
+$4.46M
5
Jane Street
Jane Street
New York
+$4.04M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$7.26M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
3
LFG
Larson Financial Group
Missouri
-$4.99M
4
QFA
Quantum Financial Advisors
California
-$4.12M
5
LG
LAM Group
Oregon
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$30M +$192K +4,606 +0.7%
Jane Street
2
Jane Street
New York
$23.6M +$4.04M +96,813 +21%
EF
3
Empowered Funds
Pennsylvania
$18.6M +$18.4M +439,924 New
QFA
4
Quantum Financial Advisors
California
$16.3M -$4.12M -98,647 -20%
SWA
5
ShankerValleau Wealth Advisors
Illinois
$12.8M +$6.08M +145,624 +93%
MWM
6
Merriman Wealth Management
Washington
$11.5M +$589K +14,097 +5%
B
7
BetterWealth
California
$11.3M +$4.46M +106,823 +67%
NAS
8
Nicolet Advisory Services
Wisconsin
$11M +$377K +9,026 +4%
W
9
WorthPointe
California
$10.6M -$64.2K -1,537 -0.6%
AWM
10
Aprio Wealth Management
Georgia
$10.3M +$1.85M +44,367 +22%
American Century Companies
11
American Century Companies
Missouri
$9.62M +$1.01M +24,107 +12%
CCM
12
Carlson Capital Management
Minnesota
$8.42M -$7.26M -173,919 -47%
PC
13
Prairiewood Capital
North Dakota
$8.28M +$598K +14,331 +8%
PWS
14
Physician Wealth Solutions
Nevada
$7.92M +$2.56M +61,267 +49%
SWM
15
Seaside Wealth Management
California
$7.54M +$189K +4,536 +3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$7.05M +$1.42M +33,890 +26%
AFGAS
17
Allegiance Financial Group Advisory Services
Virginia
$6.71M +$934K +22,370 +16%
LFA
18
Level Financial Advisors
New York
$6.63M -$88.6K -2,123 -1%
NB
19
Nicolet Bankshares
Wisconsin
$5.3M +$137K +3,273 +3%
WCA
20
Waypoint Capital Advisors
Minnesota
$5.18M +$563K +13,479 +12%
OIA
21
OneDigital Investment Advisors
Kansas
$5.09M -$2.8K -67 -0.1%
EFN
22
Equita Financial Network
Pennsylvania
$4.83M +$1.09M +26,081 +30%
Citadel Advisors
23
Citadel Advisors
Florida
$4.64M +$4.58M +109,801 New
SB
24
Strategic Blueprint
Georgia
$4.48M +$178K +4,252 +4%
NRWA
25
North Ridge Wealth Advisors
Oregon
$4.25M +$4.72K +113 +0.1%
1
2 3 4 5

AVRE Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2024, worth a combined $329M — up 9.2% from $301M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVRE positions and 3 closed out — a net gain of 7 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $18.4M. The largest seller was Carlson Capital Management, cutting an estimated $7.26M.

  • 98 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $329M of Avantis Real Estate ETF stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 10 funds opened new Avantis Real Estate ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2024 was Empowered Funds, an estimated $18.4M added.
  • The largest Avantis Real Estate ETF seller in Q1 2024 was Carlson Capital Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q1 2024.