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Avantis Real Estate ETF

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 %
% of All Funds
Holding in Top 10
10
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
VF
26
Vestment Financial
Minnesota
$5.7M
LEFP
27
Leading Edge Financial Planning
Tennessee
$5.57M
SFA
28
Sequoia Financial Advisors
Ohio
$5.5M
Citadel Advisors
29
Citadel Advisors
Florida
$5.41M
AWM
30
Austin Wealth Management
Texas
$5.29M
QHA
31
Quarry Hill Advisors
Minnesota
$5.12M
NRWA
32
North Ridge Wealth Advisors
Oregon
$4.55M
CFO
33
Collective Family Office
Pennsylvania
$4.49M
OIA
34
OneDigital Investment Advisors
Kansas
$4.36M
CPIG
35
Chicago Partners Investment Group
Illinois
$4.24M
WFA
36
WMG Financial Advisors
Tennessee
$4.17M
LG
37
LAM Group
Oregon
$3.94M
PAS
38
Park Avenue Securities
New York
$3.89M
BHWM
39
Beaird Harris Wealth Management
Texas
$3.65M
VWA
40
Valued Wealth Advisors
Utah
$3.53M
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$3.2M
HIA
42
HTG Investment Advisors
Connecticut
$2.93M
BH
43
Burk Holdings
Oklahoma
$2.75M
RLIM
44
Red Lighthouse Investment Management
New York
$2.74M
MML Investors Services
45
MML Investors Services
Massachusetts
$2.71M
AWM
46
Aprio Wealth Management
Georgia
$2.69M
SWM
47
Sentinel Wealth Management
Virginia
$2.69M
PWM
48
Parkshore Wealth Management
California
$2.59M
DFC
49
DBK Financial Counsel
Ohio
$2.35M
AWMNY
50
Arcadia Wealth Management (New York)
New York
$2.32M