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Avantis Real Estate ETF

92 hedge funds and large institutions have $301M invested in Avantis Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.35%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
26
Increased
41
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$221K 5,107 +5,107 New
AF
77
Allworth Financial
California
$210K 4,857 +4,149 +586%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$206K 4,747 +4,747 New
AFS
79
Annapolis Financial Services
Maryland
$201K 4,645 +3,889 +514%
TIM
80
Tortoise Investment Management
New York
$170K 3,925
IA
81
IFP Advisors
Florida
$152K 3,517 +365 +12%
TWD
82
True Wealth Design
Ohio
$136K 3,144 +3,144 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$99K 2,291 +1,789 +356%
Osaic Holdings
84
Osaic Holdings
Arizona
$60.5K 1,397 +1,197 +599%
DWM
85
Dogwood Wealth Management
Kansas
$58.5K 1,351 +1,351 New
BTI
86
Blue Trust Inc
Georgia
$49K 1,291
MFC
87
Morris Financial Concepts
South Carolina
$29.9K 691 -170 -20%
CTWM
88
Cherry Tree Wealth Management
Minnesota
$27K 623
UBS Group
89
UBS Group
Switzerland
$18.5K 428 +428 New
RFG
90
REAP Financial Group
Texas
$16K 370 +370 New
Morgan Stanley
91
Morgan Stanley
New York
$8.92K 206 +104 +102%
AP
92
Aspect Partners
Virginia
$5.2K 120 +120 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
-44,370 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-29,327 Closed
AFA
95
Alpha Financial Advisors
North Carolina
-15,361 Closed
BA
96
Bridgewater Advisors
New York
-10,660 Closed
LFGO
97
Legacy Financial Group (Oklahoma)
Oklahoma
-7,695 Closed
BFO
98
Biltmore Family Office
North Carolina
-3,489 Closed
Wells Fargo
99
Wells Fargo
California
-457 Closed
NA
100
NewEdge Advisors
Louisiana
-168 Closed