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Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $491M invested in Avantis Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.81%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.18%
New
19
Increased
70
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$13.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$5.36M
3
SW
Simplicity Wealth
New Jersey
+$4.18M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$3.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.34M

Top Sellers

1
CW
Curio Wealth
Maryland
-$94.6M
2
CFA
Capstone Financial Advisors
Illinois
-$2.68M
3
Jane Street
Jane Street
New York
-$1.99M
4
HP
Haven Private
Florida
-$494K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$51.7M +$574K +13,336 +1%
CIG
2
CCM Investment Group
Minnesota
$51.4M +$706K +16,495 +1%
HIGP
3
Hill Investment Group Partners
Missouri
$33.1M +$240K +5,570 +0.7%
QFA
4
Quantum Financial Advisors
California
$15.7M +$30.1K +700 +0.2%
SWA
5
ShankerValleau Wealth Advisors
Illinois
$14.2M +$401K +9,325 +3%
American Century Companies
6
American Century Companies
Missouri
$13.9M +$919K +21,366 +7%
PWS
7
Physician Wealth Solutions
Nevada
$13.2M -$249K -5,778 -2%
B
8
BetterWealth
California
$13.2M +$921K +21,405 +8%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.1M +$13.1M +304,002 New
NAS
10
Nicolet Advisory Services
Wisconsin
$12.3M +$642K +15,938 +6%
CFA
11
Capstone Financial Advisors
Illinois
$12.1M -$2.68M -62,386 -18%
W
12
WorthPointe
California
$10.3M +$158K +3,675 +2%
AFGAS
13
Allegiance Financial Group Advisory Services
Virginia
$9.9M +$932K +21,681 +10%
Corient Private Wealth
14
Corient Private Wealth
Florida
$9.83M +$610K +14,187 +7%
PC
15
Prairiewood Capital
North Dakota
$9.72M +$542K +12,594 +6%
SWM
16
Seaside Wealth Management
California
$9.52M +$511K +11,879 +6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$8.26M +$116K +2,694 +1%
EFN
18
Equita Financial Network
Pennsylvania
$7.83M +$1.03M +23,908 +15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.93M +$315K +7,317 +5%
LFA
20
Level Financial Advisors
New York
$6.78M +$200K +4,641 +3%
LPL Financial
21
LPL Financial
California
$6.56M -$63K -1,465 -1%
NB
22
Nicolet Bankshares
Wisconsin
$6.04M +$268K +6,241 +5%
LA
23
LexAurum Advisors
Kansas
$5.84M +$467K +10,847 +9%
SFA
24
Sequoia Financial Advisors
Ohio
$5.36M +$5.36M +124,729 New
SB
25
Strategic Blueprint
Georgia
$5.3M +$271K +6,304 +5%
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