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Avantis Real Estate ETF
AVRE

Overview Fund Activity

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.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.42%
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
1
Empowered Funds
Pennsylvania
$18.6M
2
SWA
2
ShankerValleau Wealth Advisors
Illinois
$12.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.64M
4
B
4
BetterWealth
California
$11.3M
5
Jane Street
5
Jane Street
New York
$23.6M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$8.42M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$2.81M
3
LFG
3
Larson Financial Group
Missouri
$656K
4
QFA
4
Quantum Financial Advisors
California
$16.3M
5
LG
5
LAM Group
Oregon
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$30M 709,251 +4,606 +0.7%
Jane Street
2
Jane Street
New York
$23.6M 559,171 +96,813 +21%
EF
3
Empowered Funds
Pennsylvania
$18.6M 439,924 +439,924 New
QFA
4
Quantum Financial Advisors
California
$16.3M 385,477 -98,647 -20%
SWA
5
ShankerValleau Wealth Advisors
Illinois
$12.8M 301,940 +145,624 +93%
MWM
6
Merriman Wealth Management
Washington
$11.5M 272,195 +14,097 +5%
B
7
BetterWealth
California
$11.3M 267,043 +106,823 +67%
NAS
8
Nicolet Advisory Services
Wisconsin
$11M 262,255 +9,026 +4%
W
9
WorthPointe
California
$10.6M 250,719 -1,537 -0.6%
AWM
10
Aprio Wealth Management
Georgia
$10.3M 244,297 +44,367 +22%
American Century Companies
11
American Century Companies
Missouri
$9.62M 227,613 +24,107 +12%
CCM
12
Carlson Capital Management
Minnesota
$8.42M 199,200 -173,919 -47%
PC
13
Prairiewood Capital
North Dakota
$8.28M 195,759 +14,331 +8%
PWS
14
Physician Wealth Solutions
Nevada
$7.92M 187,325 +61,267 +49%
SWM
15
Seaside Wealth Management
California
$7.54M 178,319 +4,536 +3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$7.05M 166,784 +33,890 +26%
AFGAS
17
Allegiance Financial Group Advisory Services
Virginia
$6.71M 158,714 +22,370 +16%
LFA
18
Level Financial Advisors
New York
$6.63M 156,800 -2,123 -1%
NB
19
Nicolet Bankshares
Wisconsin
$5.3M 125,307 +3,273 +3%
WCA
20
Waypoint Capital Advisors
Minnesota
$5.18M 122,457 +13,479 +12%
OIA
21
OneDigital Investment Advisors
Kansas
$5.09M 120,478 -67 -0.1%
EFN
22
Equita Financial Network
Pennsylvania
$4.83M 114,207 +26,081 +30%
Citadel Advisors
23
Citadel Advisors
Florida
$4.64M 109,801 +109,801 New
SB
24
Strategic Blueprint
Georgia
$4.48M 106,020 +4,252 +4%
NRWA
25
North Ridge Wealth Advisors
Oregon
$4.25M 100,438 +113 +0.1%
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