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Avantis Real Estate ETF

133 hedge funds and large institutions have $476M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
9
Increased
65
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DPI
76
Diversified Portfolios Inc
Michigan
$891K +$571K +12,940 +179%
AWM
77
Axxcess Wealth Management
California
$887K +$80.3K +1,818 +10%
HP
78
Haven Private
Florida
$872K -$174K -3,933 -17%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$824K +$522K +11,825 +173%
Financial Engines Advisors
80
Financial Engines Advisors
California
$712K +$132K +2,989 +23%
CA
81
CoreCap Advisors
Michigan
$709K +$126K +2,848 +22%
HNWA
82
Henrickson Nauta Wealth Advisors
Michigan
$648K
PAG
83
Poinciana Advisors Group
Florida
$632K -$28.1K -636 -4%
AFA
84
Avant Financial Advisors
Texas
$590K +$30.8K +698 +6%
Mariner
85
Mariner
Kansas
$562K +$46K +1,042 +9%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$555K +$395K +8,954 +248%
EPW
87
Endeavor Private Wealth
Kansas
$508K +$77.2K +1,748 +18%
KAM
88
KEB Asset Management
Illinois
$476K +$191K +4,315 +67%
BDWCC
89
B&D White Capital Company
Texas
$472K +$472K +10,681 New
MPW
90
Magnolia Private Wealth
Pennsylvania
$437K +$200K +4,520 +84%
MBFW
91
Morton Brown Family Wealth
Pennsylvania
$431K +$16.4K +371 +4%
GLA
92
Good Life Advisors
Pennsylvania
$372K +$12.1K +274 +3%
BP
93
BWM Planning
Texas
$369K -$191K -4,330 -34%
AWM
94
Ariadne Wealth Management
California
$369K +$44 +1 +0%
GPA
95
Garrison Point Advisors
California
$334K +$2.43K +55 +0.7%
CPWM
96
Cypress Point Wealth Management
Texas
$325K +$3.71K +84 +1%
WCWM
97
Willow Creek Wealth Management
California
$304K +$6.49K +147 +2%
KAS
98
Kestra Advisory Services
Texas
$271K +$271K +6,137 New
JTWM
99
Jackson Thornton Wealth Management
Alabama
$263K
AA
100
Armis Advisers
Georgia
$261K -$18.1K -410 -6%