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Avantis Real Estate ETF

100 hedge funds and large institutions have $371M invested in Avantis Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
12
Increased
52
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JTWM
76
Jackson Thornton Wealth Management
Alabama
$247K 5,983
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$234K 5,668 +5,668 New
Millennium Management
78
Millennium Management
New York
$220K 5,339 +5,339 New
MGW
79
MB Generational Wealth
Washington
$214K 5,191 -3,450 -40%
CPWM
80
Cypress Point Wealth Management
Texas
$211K 5,127 +5,127 New
FWM
81
FMB Wealth Management
California
$203K 4,935 +4,935 New
DPI
82
Diversified Portfolios Inc
Michigan
$201K 4,886 -541 -10%
AF
83
Allworth Financial
California
$200K 4,616 -43 -0.9%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$195K 4,720
TIM
85
Tortoise Investment Management
New York
$162K 3,925
TWD
86
True Wealth Design
Ohio
$133K 3,237 +93 +3%
IA
87
IFP Advisors
Florida
$131K 3,167 -227 -7%
BTI
88
Blue Trust Inc
Georgia
$54.6K 1,291
DWM
89
Dogwood Wealth Management
Kansas
$40.8K 990 -45 -4%
MFC
90
Morris Financial Concepts
South Carolina
$35K 850 +159 +23%
CTWM
91
Cherry Tree Wealth Management
Minnesota
$25.7K 623
CCMI
92
Creative Capital Management Investments
California
$23.3K 565 +565 New
Jones Financial Companies
93
Jones Financial Companies
Missouri
$21.8K 530 +530 New
AP
94
Aspect Partners
Virginia
$12.2K 296 +176 +147%
EWA
95
EverSource Wealth Advisors
Alabama
$7.31K 167 +11 +7%
RFG
96
REAP Financial Group
Texas
$6.39K 155
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.98K 48 +48 New
Osaic Holdings
98
Osaic Holdings
Arizona
$948 23 -4,344 -99%
UB
99
UMB Bank
Missouri
$907 22 +22 New
Morgan Stanley
100
Morgan Stanley
New York
$56 1 -101 -99%