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Avantis Real Estate ETF
AVRE

Overview Fund Activity

133 hedge funds and large institutions have $476M 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
Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
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
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$14.2M
2
SW
Simplicity Wealth
New Jersey
$9.17M
3
Citadel Advisors
Citadel Advisors
Florida
$5.41M
4
LA
LexAurum Advisors
Kansas
$8.82M
5
AWM
Austin Wealth Management
Texas
$5.29M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$49.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.77M
3
Corient Private Wealth
Corient Private Wealth
Florida
$7.5M
4
PLFA
Pacific Life Fund Advisors
California
$1.56M
5
PWA
PCG Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$49.7M -$3.36M -76,156 -6%
HIGP
2
Hill Investment Group Partners
Missouri
$32.5M -$1.43M -32,378 -4%
QFA
3
Quantum Financial Advisors
California
$16M -$139K -3,137 -0.9%
American Century Companies
4
American Century Companies
Missouri
$15.4M +$1.04M +23,492 +7%
SWA
5
ShankerValleau Wealth Advisors
Illinois
$14.9M +$307K +6,954 +2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$14.2M +$11.7M +265,416 +464%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.2M +$961K +22,034 +7%
B
8
BetterWealth
California
$13.9M +$335K +7,579 +2%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.6M +$133K +3,008 +1%
CFA
10
Capstone Financial Advisors
Illinois
$13.5M +$1.12M +25,300 +9%
PWS
11
Physician Wealth Solutions
Nevada
$13.2M -$442K -10,015 -3%
AFGAS
12
Allegiance Financial Group Advisory Services
Virginia
$11M +$868K +19,652 +9%
PC
13
Prairiewood Capital
North Dakota
$10.4M +$374K +8,465 +4%
W
14
WorthPointe
California
$10.4M -$179K -4,048 -2%
SWM
15
Seaside Wealth Management
California
$10.1M +$373K +8,436 +4%
SW
16
Simplicity Wealth
New Jersey
$9.17M +$4.87M +110,301 +113%
LA
17
LexAurum Advisors
Kansas
$8.82M +$2.82M +63,794 +47%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8.63M +$150K +3,403 +2%
LPL Financial
19
LPL Financial
California
$7.95M +$1.22M +27,551 +18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.91M +$797K +18,042 +11%
Corient Private Wealth
21
Corient Private Wealth
Florida
$7.5M -$2.59M -58,580 -26%
EFN
22
Equita Financial Network
Pennsylvania
$7.5M -$537K -12,151 -7%
LFA
23
Level Financial Advisors
New York
$6.94M -$28.4K -644 -0.4%
NB
24
Nicolet Bankshares
Wisconsin
$6.5M +$301K +6,812 +5%
SB
25
Strategic Blueprint
Georgia
$5.89M +$453K +10,255 +8%
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