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Avantis Real Estate ETF

133 hedge funds and large institutions have $474M invested in Avantis Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 26

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0% more funds holding

Funds holding: 133133 (0)

1% less capital invested

Capital invested by funds: $477M → $474M (-$3.6M)

7.24% less ownership

Funds ownership: 80.22%72.97% (-7.2%)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
10
Increased
79
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$33M +$199K +4,473 +0.6%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$28.2M +$13.9M +312,084 +97%
NAS
3
Nicolet Advisory Services
Wisconsin
$21.1M +$6.76M +152,261 +47%
QFA
4
Quantum Financial Advisors
California
$17.1M +$986K +22,192 +6%
American Century Companies
5
American Century Companies
Missouri
$16.6M +$1.1M +24,820 +7%
SWA
6
ShankerValleau Wealth Advisors
Illinois
$15.9M +$910K +20,496 +6%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$14.8M +$1.12M +25,115 +8%
B
8
BetterWealth
California
$14.1M +$116K +2,609 +0.8%
CFA
9
Capstone Financial Advisors
Illinois
$13.5M -$54.4K -1,224 -0.4%
PWS
10
Physician Wealth Solutions
Nevada
$13.2M -$78.1K -1,759 -0.6%
AFGAS
11
Allegiance Financial Group Advisory Services
Virginia
$12.7M +$1.56M +35,040 +14%
PC
12
Prairiewood Capital
North Dakota
$11.4M +$985K +22,165 +9%
SFA
13
Sequoia Financial Advisors
Ohio
$10.6M +$5.03M +113,170 +91%
SWM
14
Seaside Wealth Management
California
$10.5M +$309K +6,945 +3%
W
15
WorthPointe
California
$10.4M -$5.51K -124 -0.1%
LA
16
LexAurum Advisors
Kansas
$9.85M +$973K +21,909 +11%
LPL Financial
17
LPL Financial
California
$9.69M +$1.69M +37,940 +21%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.35M +$1.38M +31,073 +17%
EFN
19
Equita Financial Network
Pennsylvania
$8.37M +$822K +18,496 +11%
NB
20
Nicolet Bankshares
Wisconsin
$8.22M +$1.66M +37,437 +25%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.11M -$580K -13,061 -7%
LFA
22
Level Financial Advisors
New York
$7.3M +$310K +6,985 +4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$7.2M -$353K -7,939 -5%
LEFP
24
Leading Edge Financial Planning
Tennessee
$6.74M +$1.13M +25,452 +20%
SB
25
Strategic Blueprint
Georgia
$6.2M +$262K +5,904 +4%

AVRE Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2025, worth a combined $474M — down 0.76% from $477M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVRE positions and 7 closed out — a net gain of 3 holders — while 79 added to existing stakes and 26 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $13.9M. The largest seller was Empowered Funds, exiting entirely with an estimated $49.7M sold.

  • 133 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $474M of Avantis Real Estate ETF stock for Q3 2025, down 0.76% quarter-over-quarter.
  • 10 funds opened new Avantis Real Estate ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Avantis Real Estate ETF buyer in Q3 2025 was Focus Partners Advisor Solutions, an estimated $13.9M added.
  • The largest Avantis Real Estate ETF seller in Q3 2025 was Empowered Funds, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2025.