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Avantis Real Estate ETF

110 hedge funds and large institutions have $412M invested in Avantis Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.59%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
59
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AC
51
Apella Capital
Connecticut
$1.31M 28,202 +490 +2%
Creative Planning
52
Creative Planning
Kansas
$1.31M 27,825 +2,136 +8%
GM
53
GeoWealth Management
Illinois
$1.26M 26,676 -8,993 -25%
LPP
54
Life Planning Partners
Florida
$1.19M 25,159 +25,159 New
SHFA
55
SC&H Financial Advisors
Maryland
$1.14M 24,125 -595 -2%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.04M 22,082 +1,917 +10%
SAM
57
Satovsky Asset Management
New York
$1.01M 21,483 +254 +1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$949K 20,126 -8,093 -29%
FFM
59
Flagstone Financial Management
Nebraska
$931K 19,756 +348 +2%
SFC
60
Sprinkle Financial Consultants
Colorado
$921K 19,535 +327 +2%
FFA
61
Farther Finance Advisors
California
$914K 19,390 +8,743 +82%
WRPWM
62
Werba Rubin Papier Wealth Management
California
$839K 17,792 +8,393 +89%
AWM
63
Axxcess Wealth Management
California
$743K 15,758 +9,342 +146%
FPAS
64
Focus Partners Advisor Solutions
Missouri
$742K 15,737 +5,141 +49%
MGW
65
MB Generational Wealth
Washington
$600K 12,736 +7,545 +145%
BP
66
BWM Planning
Texas
$599K 12,697 +12,697 New
Financial Engines Advisors
67
Financial Engines Advisors
California
$595K 12,628 -1,147 -8%
LFG
68
Larson Financial Group
Missouri
$594K 12,601 -234 -2%
BAM
69
Bayshore Asset Management
Florida
$565K 11,988 +1,717 +17%
HNWA
70
Henrickson Nauta Wealth Advisors
Michigan
$551K 11,684 -505 -4%
Mariner
71
Mariner
Kansas
$505K 10,721 +956 +10%
OMC
72
Old Mission Capital
Illinois
$440K 9,331 +9,331 New
WCWM
73
Willow Creek Wealth Management
California
$410K 8,694 +178 +2%
JTWM
74
Jackson Thornton Wealth Management
Alabama
$392K 8,320 +2,337 +39%
GLA
75
Good Life Advisors
Pennsylvania
$383K 8,134 +263 +3%