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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 %
MBFW
76
Morton Brown Family Wealth
Pennsylvania
$360K 7,639 +332 +5%
DPI
77
Diversified Portfolios Inc
Michigan
$344K 7,306 +2,420 +50%
GTAM
78
Global Trust Asset Management
Florida
$335K 7,105
AQR Capital Management
79
AQR Capital Management
Connecticut
$295K 6,259 +6,259 New
NL
80
NWAM LLC
Washington
$295K 6,252 +6,252 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$288K 6,101 +1,381 +29%
CPWM
82
Cypress Point Wealth Management
Texas
$267K 5,657 +530 +10%
APG
83
Abacus Planning Group
South Carolina
$261K 5,536 -1,807 -25%
SRCM
84
Signature Resources Capital Management
California
$235K 4,985 -1,498 -23%
FWM
85
FMB Wealth Management
California
$233K 4,935
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$224K 4,747 +4,747 New
AF
87
Allworth Financial
California
$218K 4,616
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$208K 4,405 +4,405 New
TIM
89
Tortoise Investment Management
New York
$185K 3,925
ACA
90
Aptus Capital Advisors
Alabama
$179K 3,807 +3,807 New
Osaic Holdings
91
Osaic Holdings
Arizona
$159K 3,367 +3,344 +14,539%
IA
92
IFP Advisors
Florida
$150K 3,174 +7 +0.2%
UBS Group
93
UBS Group
Switzerland
$109K 2,321 +2,321 New
BTI
94
Blue Trust Inc
Georgia
$53.2K 1,291
DWM
95
Dogwood Wealth Management
Kansas
$48.2K 1,022 +32 +3%
MFC
96
Morris Financial Concepts
South Carolina
$40.1K 850
CTWM
97
Cherry Tree Wealth Management
Minnesota
$34.6K 733 +110 +18%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$31.6K 671 -22,301 -97%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$29.7K 632 +102 +19%
CCMI
100
Creative Capital Management Investments
California
$26.6K 565