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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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$33M
FPAS
2
Focus Partners Advisor Solutions
Missouri
$28.2M
NAS
3
Nicolet Advisory Services
Wisconsin
$21.1M
QFA
4
Quantum Financial Advisors
California
$17.1M
American Century Companies
5
American Century Companies
Missouri
$16.6M
SWA
6
ShankerValleau Wealth Advisors
Illinois
$15.9M
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$14.8M
B
8
BetterWealth
California
$14.1M
CFA
9
Capstone Financial Advisors
Illinois
$13.5M
PWS
10
Physician Wealth Solutions
Nevada
$13.2M
AFGAS
11
Allegiance Financial Group Advisory Services
Virginia
$12.7M
PC
12
Prairiewood Capital
North Dakota
$11.4M
SFA
13
Sequoia Financial Advisors
Ohio
$10.6M
SWM
14
Seaside Wealth Management
California
$10.5M
W
15
WorthPointe
California
$10.4M
LA
16
LexAurum Advisors
Kansas
$9.85M
LPL Financial
17
LPL Financial
California
$9.69M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.35M
EFN
19
Equita Financial Network
Pennsylvania
$8.37M
NB
20
Nicolet Bankshares
Wisconsin
$8.22M
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.11M
LFA
22
Level Financial Advisors
New York
$7.3M
Corient Private Wealth
23
Corient Private Wealth
Florida
$7.2M
LEFP
24
Leading Edge Financial Planning
Tennessee
$6.74M
SB
25
Strategic Blueprint
Georgia
$6.2M