AVRE icon

Avantis Real Estate ETF

72 hedge funds and large institutions have $234M invested in Avantis Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+11
Holders Change %
+18.03%
% of All Funds
1.14%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
16
Increased
40
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPA
26
Cardiff Park Advisors
California
$2.33M 56,938 +4,873 +9%
CFO
27
Collective Family Office
Pennsylvania
$1.98M 48,455 +372 +0.8%
NB
28
Nicolet Bankshares
Wisconsin
$1.97M 48,238 +48,238 New
TFA
29
Triad Financial Advisors
North Carolina
$1.64M 40,002 +6,642 +20%
FFM
30
Forum Financial Management
Illinois
$1.51M 36,991 +650 +2%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$1.48M 36,206 +11 +0%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.29M 31,451 +11,827 +60%
FAAM
33
First Ascent Asset Management
Colorado
$1.15M 28,063 +2,580 +10%
SHFA
34
SC&H Financial Advisors
Maryland
$1.14M 27,786 +2,618 +10%
WFA
35
WMG Financial Advisors
Tennessee
$986K 24,095 +12,524 +108%
PAS
36
Park Avenue Securities
New York
$972K 23,744 +4,676 +25%
LPL Financial
37
LPL Financial
California
$959K 23,423 +1,998 +9%
Creative Planning
38
Creative Planning
Kansas
$951K 23,225 -3,176 -12%
SAM
39
Satovsky Asset Management
New York
$887K 21,668 -5,573 -20%
PWA
40
PCG Wealth Advisors
Kansas
$815K 19,916 +576 +3%
OMC
41
Old Mission Capital
Illinois
$769K 18,785 +18,785 New
AFA
42
Alpha Financial Advisors
North Carolina
$661K 16,156 -2,902 -15%
FFM
43
Flagstone Financial Management
Nebraska
$634K 15,480 +15,480 New
NL
44
NWAM LLC
Washington
$535K 13,073 +13,073 New
GTAM
45
Global Trust Asset Management
Florida
$440K 10,740 +5 +0%
HNWA
46
Henrickson Nauta Wealth Advisors
Michigan
$432K 10,541 +3,908 +59%
BAM
47
Bayshore Asset Management
Florida
$426K 10,039 +154 +2%
WCWM
48
Willow Creek Wealth Management
California
$360K 8,789
LFGO
49
Legacy Financial Group (Oklahoma)
Oklahoma
$305K 7,458 -184 -2%
APG
50
Abacus Planning Group
South Carolina
$299K 7,302 +1,138 +18%