Avantis Real Estate
AVRE • ARCA
Avantis Real Estate is an exchange-traded fund on ARCA. As of Q3 2025, 133 institutional investors hold shares in this ETF, with total holdings valued at $471.0M. Hill Investment Group Partners, LLC is the largest holder with a position valued at $33.0M.
Overview
Overview of institutional ownership in AVRE as of Q3 2025
All Institutions
- Institutions
- 133
- Value Held
- $471.0M
- Shares Held
- 10.6M
- Avg Position
- $3.5M
- Median Position
- $1.2M
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $7.7M
- Shares Held
- 173.4K
- Avg Position
- $2.6M
- Median Position
- $1.5M
Biggest Investors
Institutions with the largest positions in AVRE as of Q3 2025
| Institution | Position Value |
|---|---|
 Hill Investment Group Partners, LLC RIA/Wealth | $33.0M 4.02% of portfolio |
 Buckingham Strategic Partners RIA/Wealth | $28.2M 0.32% of portfolio |
N NICOLET ADVISORY SERVICES, LLC Institution | $21.1M 1.65% of portfolio |
 Quantum Financial Advisors, LLC RIA/Wealth | $17.1M 2.09% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $16.6M 0.01% of portfolio |
 ShankerValleau Wealth Advisors, Inc. RIA/Wealth | $15.9M 4.09% of portfolio |
C Colony Group, LLC Institution | $14.8M 0.02% of portfolio |
 BetterWealth, LLC RIA/Wealth | $14.1M 3.37% of portfolio |
 Capstone Financial Advisors, Inc. RIA/Wealth | $13.5M 0.73% of portfolio |
 Physician Wealth Solutions Inc. RIA/Wealth | $13.2M 5.89% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVRE in Q3 2025
- Traded
- −$4.4M
- Buyers
- 88
- Sellers
- 32
- Total Bought
- +$57.8M
- Total Sold
- −$62.2M
- Avg Position
- $3.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Buckingham Strategic Partners RIA/Wealth | +$13.9M +312.1K shares |
N NICOLET ADVISORY SERVICES, LLC Institution | +$6.7M +152.3K shares |
 Sequoia Financial Advisors, LLC RIA/Wealth | +$5.0M +113.2K shares |
J JANE STREET GROUP, LLC Institution | +$2.1M +46.2K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$2.1M +46.1K shares |
 SENTINEL WEALTH MANAGEMENT, INC. RIA/Wealth | +$1.7M +39.1K shares |
L LPL Financial LLC Institution | +$1.7M +37.9K shares |
 NICOLET BANKSHARES INC RIA/Wealth | +$1.7M +37.4K shares |
+$1.6M +35.0K shares | |
 PCG Wealth Advisors, LLC RIA/Wealth | +$1.5M +33.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Empowered Funds, LLC ETF Provider | −$49.7M −1.1M shares |
 Simplicity Wealth,LLC RIA/Wealth | −$4.5M −102.1K shares |
F FLOW TRADERS U.S. LLC Institution | −$2.1M −47.6K shares |
 Parkshore Wealth Management, Inc. RIA/Wealth | −$894.3K −20.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$823.7K −18.7K shares |
 CWM, LLC RIA/Wealth | −$581.0K −13.1K shares |
W WMG Financial Advisors, LLC RIA/Wealth | −$507.0K −11.4K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$447.4K −10.1K shares |
 Beaird Harris Wealth Management, LLC RIA/Wealth | −$380.7K −8.6K shares |
C CI Private Wealth, LLC RIA/Wealth | −$353.1K −7.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVRE in Q3 2025
- New Positions
- 7
- New Value
- $4.3M
- Exited Positions
- 6
- Exited Value
- $53.3M
New Positions
| Institution | Position Value |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $2.1M 46.1K shares |
 Savant Capital, LLC RIA/Wealth | $929.1K 20.9K shares |
 FIFTH THIRD SECURITIES, INC. RIA/Wealth | $576.1K 13.0K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | $441.6K 9.9K shares |
 W.H. Cornerstone Investments Inc. RIA/Wealth | $201.0K 4.5K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $87.8K 2.0K shares |
 BANK OF AMERICA CORP /DE/ Institution | $21.4K 480.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Empowered Funds, LLC ETF Provider | $49.7M 1.1M shares |
F FLOW TRADERS U.S. LLC Institution | $2.1M 47.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $823.7K 18.7K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $271.0K 6.1K shares |
 Armis Advisers, LLC RIA/Wealth | $261.1K 5.9K shares |
 Park Square Financial Group, LLC RIA/Wealth | $153.4K 3.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in AVRE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AVRE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Physician Wealth Solutions Inc. RIA/Wealth | 5.89% $13.2M |
ShankerValleau Wealth Advisors, Inc. RIA/Wealth | 4.09% $15.9M |
Hill Investment Group Partners, LLC RIA/Wealth | 4.02% $33.0M |
W WorthPointe, LLC RIA/Wealth | 3.92% $10.4M |
SENTINEL WEALTH MANAGEMENT, INC. RIA/Wealth | 3.86% $4.4M |
 Prairiewood Capital, LLC RIA/Wealth | 3.78% $11.4M |
V Vestment Financial LLC Institution | 3.51% $6.2M |
BetterWealth, LLC RIA/Wealth | 3.37% $14.1M |
 Seaside Wealth Management, Inc. RIA/Wealth | 3.13% $10.5M |
Q QUARRY HILL ADVISORS, LLC RIA/Wealth | 2.99% $5.8M |
Hedge Fund Spotlight
Discover hedge funds investing in AVRE
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in Avantis Real Estate
- Market Value
- $1.5M
- Shares Held
- 33.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
