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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 %
% of All Funds
Holding in Top 10
10
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
FWM
101
FMB Wealth Management
California
$256K
EAM
102
Evanson Asset Management
California
$254K
APG
103
Abacus Planning Group
South Carolina
$249K
APP
104
Avantax Planning Partners
Iowa
$245K
CW
105
Curio Wealth
Maryland
$235K
CA
106
Clune & Associates
Illinois
$220K
NL
107
NWAM LLC
Washington
$217K
TIM
108
Tortoise Investment Management
New York
$173K
PSFG
109
Park Square Financial Group
Georgia
$153K
Osaic Holdings
110
Osaic Holdings
Arizona
$143K
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$127K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$79.4K
BTI
113
Blue Trust Inc
Georgia
$57K
UBS Group
114
UBS Group
Switzerland
$45.9K
MFC
115
Morris Financial Concepts
South Carolina
$37.5K
CCMI
116
Creative Capital Management Investments
California
$24.9K
CTWM
117
Cherry Tree Wealth Management
Minnesota
$22.8K
PCG
118
PFC Capital Group
California
$22K
SIC
119
SJS Investment Consulting
Ohio
$19.1K
FFA
120
Farther Finance Advisors
California
$10.5K
Wells Fargo
121
Wells Fargo
California
$9.52K
ACA
122
Aptus Capital Advisors
Alabama
$8.17K
RFG
123
REAP Financial Group
Texas
$6.84K
DWM
124
Dogwood Wealth Management
Kansas
$6.21K
Morgan Stanley
125
Morgan Stanley
New York
$6.09K