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 %
DPI
51
Diversified Portfolios Inc
Michigan
$282K 6,883 +64 +0.9%
MML Investors Services
52
MML Investors Services
Massachusetts
$275K 6,721 +6,721 New
FFA
53
Farther Finance Advisors
California
$239K 5,837 +2,936 +101%
AC
54
Apella Capital
Connecticut
$228K 5,562 +5,562 New
WRPWM
55
Werba Rubin Papier Wealth Management
California
$217K 5,311
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$207K 5,066 +13 +0.3%
BHWM
57
Beaird Harris Wealth Management
Texas
$204K 4,973 +912 +22%
EWA
58
EverSource Wealth Advisors
Alabama
$203K 4,947 -151 -3%
TIM
59
Tortoise Investment Management
New York
$181K 4,425 +105 +2%
BFO
60
Biltmore Family Office
North Carolina
$143K 3,489
IA
61
IFP Advisors
Florida
$80.3K 1,963 -3 -0.2%
MFC
62
Morris Financial Concepts
South Carolina
$63.3K 1,545 -8 -0.5%
TWD
63
True Wealth Design
Ohio
$59.2K 1,446 +1,101 +319%
BTI
64
Blue Trust Inc
Georgia
$54K 1,291 +1,291 New
UBS Group
65
UBS Group
Switzerland
$43K 1,051 +1,051 New
AF
66
Allworth Financial
California
$41.5K 1,012 -2,196 -68%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$26.8K 655 +655 New
AFS
68
Annapolis Financial Services
Maryland
$21.9K 534
Wells Fargo
69
Wells Fargo
California
$18.7K 457 +457 New
Osaic Holdings
70
Osaic Holdings
Arizona
$10.2K 250
TF
71
TimeScale Financial
Massachusetts
$1.47K 36 +36 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1K 24 +24 New
LGWM
73
Litman Gregory Wealth Management
California
-27,241 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-9,797 Closed
PAWA
75
Palo Alto Wealth Advisors
California
-5,440 Closed