Who Owns AVRE?
Avantis Real Estate ETF — Institutional Ownership & 13F Holdings
$47.27
-0.08 (-0.16%)
Market Cap
$778.9M
Shares Outstanding
15,267,629
Institutional Holders
131
Total Inst. Value
$600.3M
% of Float Held
—
QoQ Holder Change
+72
Institutional data as of Q1 2025
New Positions
51
Closed Positions
8
Increased
46
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $155.1M | 3,606 |
| 2 | Empowered Funds, LLC | $51.7M | 1,201,130 |
| 3 | CCM INVESTMENT GROUP, LLCNew | $51.4M | 1,200,779 |
| 4 | Hill Investment Group Partners, LLC | $33.1M | 769,364 |
| 5 | Quantum Financial Advisors, LLC | $15.7M | 365,936 |
| 6 | ShankerValleau Wealth Advisors, Inc.New | $14.2M | 330,827 |
| 7 | AMERICAN CENTURY COMPANIES INC | $13.9M | 324,287 |
| 8 | Physician Wealth Solutions Inc. | $13.2M | 307,958 |
| 9 | BetterWealth, LLCNew | $13.2M | 306,461 |
| 10 | Focus Partners WealthNew | $13.1M | 304,002 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Empowered Funds, LLC | +13K | $51.7M |
| CCM INVESTMENT GROUP, LLCNew | +1.2M | $51.4M |
| Hill Investment Group Partners, LLC | +6K | $33.1M |
| Quantum Financial Advisors, LLC | +700 | $15.7M |
| ShankerValleau Wealth Advisors, Inc.New | +331K | $14.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Capstone Financial Advisors, Inc. | -62K | $12.1M |
| JANE STREET GROUP, LLC | -46K | $2.0M |
| Haven Private, LLC | -11K | $1.0M |
| MB Generational Wealth, LLC | -9K | $396K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -7K | $294K |
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Frequently Asked Questions
How many institutional investors hold AVRE?
As of Q1 2025, 131 institutional investors report holding AVRE (Avantis Real Estate ETF) in their 13F filings.
Which hedge fund owns the most AVRE?
The largest institutional holder of AVRE is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $155.1M in shares.
Are institutions buying or selling AVRE?
This quarter, 51 institutions opened new positions in AVRE and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.