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Avantis Real Estate ETF
AVRE

Overview Fund Activity

121 hedge funds and large institutions have $452M invested in Avantis Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.61%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
24
Increased
58
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIG
1
CCM Investment Group
Minnesota
$49.3M
2
LA
2
LexAurum Advisors
Kansas
$5.24M
3
EF
3
Empowered Funds
Pennsylvania
$49.8M
4
VF
4
Vestment Financial
Minnesota
$4.57M
5
CFA
5
Capstone Financial Advisors
Illinois
$14.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SW
2
Simplicity Wealth
New Jersey
$0
3
CAM
3
Cresset Asset Management
Illinois
$0
4
FFM
4
Forum Financial Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$49.8M 1,187,794 +118,936 +11%
CIG
2
CCM Investment Group
Minnesota
$49.3M 1,184,284 +1,184,284 New
HIGP
3
Hill Investment Group Partners
Missouri
$32M 763,794 +32,780 +4%
QFA
4
Quantum Financial Advisors
California
$15.3M 365,236 -20,956 -5%
CFA
5
Capstone Financial Advisors
Illinois
$14.4M 342,631 +78,063 +30%
SWA
6
ShankerValleau Wealth Advisors
Illinois
$13.5M 321,502 +39,520 +14%
PWS
7
Physician Wealth Solutions
Nevada
$13.2M 313,736 +2,745 +0.9%
American Century Companies
8
American Century Companies
Missouri
$12.7M 302,921 +22,105 +8%
MWM
9
Merriman Wealth Management
Washington
$12.6M 301,308 +19,076 +7%
B
10
BetterWealth
California
$11.9M 285,056 +3,988 +1%
NAS
11
Nicolet Advisory Services
Wisconsin
$11.7M 288,392 +13,621 +5%
W
12
WorthPointe
California
$9.84M 234,819 -3,584 -2%
Corient Private Wealth
13
Corient Private Wealth
Florida
$8.98M 214,281 -4,269 -2%
PC
14
Prairiewood Capital
North Dakota
$8.95M 213,406 +11,439 +6%
SWM
15
Seaside Wealth Management
California
$8.78M 209,508 +16,552 +9%
AFGAS
16
Allegiance Financial Group Advisory Services
Virginia
$8.74M 208,414 +16,145 +8%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7.93M 189,242 +3,294 +2%
EFN
18
Equita Financial Network
Pennsylvania
$6.62M 158,032 +9,936 +7%
LPL Financial
19
LPL Financial
California
$6.45M 153,877 +46,787 +44%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.45M 153,868 +14,557 +10%
LFA
21
Level Financial Advisors
New York
$6.42M 153,090 -5,825 -4%
NB
22
Nicolet Bankshares
Wisconsin
$5.63M 134,205 +5,985 +5%
CCM
23
Carlson Capital Management
Minnesota
$5.39M 128,552 -13,358 -9%
LA
24
LexAurum Advisors
Kansas
$5.24M 124,988 +124,988 New
OIA
25
OneDigital Investment Advisors
Kansas
$5.08M 121,180 -730 -0.6%
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