Avantis Real Estate ETF
AVRE
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.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
93% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 30
12.31% more ownership
Funds ownership: 74.99% → 87.31% (+12%)
10% more funds holding
Funds holding: 110 → 121 (+11)
10% more capital invested
Capital invested by funds: $412M → $452M (+$39.9M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| 1 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$5.59M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$5.32M |
| 3 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$3.49M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.09M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.71M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$3.32M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$1.99M |
| 4 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$1.64M |
| 5 |
Jane Street
New York
|
-$1.01M |
AVRE Hedge Fund Activity: Q4 2024 in Review
121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2024, worth a combined $452M — up 9.7% from $412M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AVRE positions and 12 closed out — a net gain of 12 holders — while 58 added to existing stakes and 30 trimmed.
The largest buyer was LexAurum Advisors, opening a new position worth an estimated $5.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.71M sold.
- 121 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2024, up from 110 in Q3 2024.
- Funds reported $452M of Avantis Real Estate ETF stock for Q4 2024, up 9.7% quarter-over-quarter.
- 24 funds opened new Avantis Real Estate ETF positions in Q4 2024 and 12 closed out, a net change of +12 holders.
- The largest Avantis Real Estate ETF buyer in Q4 2024 was LexAurum Advisors, an estimated $5.59M added.
- The largest Avantis Real Estate ETF seller in Q4 2024 was Citadel Advisors, an estimated $6.71M sold.
Based on aggregated 13F filings for Q4 2024.