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Avantis Real Estate ETF

133 hedge funds and large institutions have $477M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 133133 (0)

3% less capital invested

Capital invested by funds: $491M → $477M (-$13.7M)

7.5% less ownership

Funds ownership: 87.72%80.22% (-7.5%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
9
Increased
65
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$49.7M -$3.3M -76,156 -6%
HIGP
2
Hill Investment Group Partners
Missouri
$32.5M -$1.4M -32,378 -4%
QFA
3
Quantum Financial Advisors
California
$16M -$136K -3,137 -0.9%
American Century Companies
4
American Century Companies
Missouri
$15.4M +$1.02M +23,492 +7%
SWA
5
ShankerValleau Wealth Advisors
Illinois
$14.9M +$301K +6,954 +2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$14.2M +$11.5M +265,416 +464%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.2M +$953K +22,034 +7%
B
8
BetterWealth
California
$13.9M +$328K +7,579 +2%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.6M +$130K +3,008 +1%
CFA
10
Capstone Financial Advisors
Illinois
$13.5M +$1.09M +25,300 +9%
PWS
11
Physician Wealth Solutions
Nevada
$13.2M -$433K -10,015 -3%
AFGAS
12
Allegiance Financial Group Advisory Services
Virginia
$11M +$850K +19,652 +9%
PC
13
Prairiewood Capital
North Dakota
$10.4M +$366K +8,465 +4%
W
14
WorthPointe
California
$10.4M -$175K -4,048 -2%
SWM
15
Seaside Wealth Management
California
$10.1M +$365K +8,436 +4%
SW
16
Simplicity Wealth
New Jersey
$9.17M +$4.77M +110,301 +113%
LA
17
LexAurum Advisors
Kansas
$8.82M +$2.76M +63,794 +47%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8.63M +$147K +3,403 +2%
LPL Financial
19
LPL Financial
California
$7.95M +$1.19M +27,551 +18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.91M +$781K +18,042 +11%
Corient Private Wealth
21
Corient Private Wealth
Florida
$7.5M -$2.53M -58,580 -26%
EFN
22
Equita Financial Network
Pennsylvania
$7.5M -$526K -12,151 -7%
LFA
23
Level Financial Advisors
New York
$6.94M -$27.9K -644 -0.4%
NB
24
Nicolet Bankshares
Wisconsin
$6.5M +$295K +6,812 +5%
SB
25
Strategic Blueprint
Georgia
$5.89M +$444K +10,255 +8%

AVRE Hedge Fund Activity: Q2 2025 in Review

133 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q2 2025, worth a combined $477M — down 2.8% from $491M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVRE positions and 7 closed out — a net gain of 2 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $11.5M. The largest seller was Empowered Funds, cutting an estimated $3.3M.

  • 133 institutional investors held Avantis Real Estate ETF (AVRE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $477M of Avantis Real Estate ETF stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Avantis Real Estate ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Avantis Real Estate ETF buyer in Q2 2025 was Focus Partners Advisor Solutions, an estimated $11.5M added.
  • The largest Avantis Real Estate ETF seller in Q2 2025 was Empowered Funds, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2025.