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Avantis Real Estate ETF

133 hedge funds and large institutions have $491M invested in Avantis Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Poinciana Advisors Group
Florida
$643K
E
77
EntreWealth
Texas
$633K
HNWA
78
Henrickson Nauta Wealth Advisors
Michigan
$591K
CA
79
CoreCap Advisors
Michigan
$568K
Financial Engines Advisors
80
Financial Engines Advisors
California
$565K
BP
81
BWM Planning
Texas
$546K
AFA
82
Avant Financial Advisors
Texas
$545K
BAM
83
Bayshore Asset Management
Florida
$520K
Mariner
84
Mariner
Kansas
$503K
LFG
85
Larson Financial Group
Missouri
$491K
AWM
86
AE Wealth Management
Kansas
$457K
EPW
87
Endeavor Private Wealth
Kansas
$419K
MBFW
88
Morton Brown Family Wealth
Pennsylvania
$404K
MGW
89
MB Generational Wealth
Washington
$396K
AWM
90
Ariadne Wealth Management
California
$365K
GLA
91
Good Life Advisors
Pennsylvania
$350K
GPA
92
Garrison Point Advisors
California
$323K
CPWM
93
Cypress Point Wealth Management
Texas
$313K
DPI
94
Diversified Portfolios Inc
Michigan
$311K
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$294K
WCWM
96
Willow Creek Wealth Management
California
$290K
KAM
97
KEB Asset Management
Illinois
$278K
AA
98
Armis Advisers
Georgia
$272K
JTWM
99
Jackson Thornton Wealth Management
Alabama
$254K
EAM
100
Evanson Asset Management
California
$246K