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Avantis Real Estate ETF

147 hedge funds and large institutions have $598M invested in Avantis Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
MBFW
101
Morton Brown Family Wealth
Pennsylvania
$426K
AWM
102
Ariadne Wealth Management
California
$415K
ALWM
103
Andrews Lucia Wealth Management
California
$411K
TIM
104
Tortoise Investment Management
New York
$370K
BP
105
BWM Planning
Texas
$368K
GPA
106
Garrison Point Advisors
California
$350K
FWM
107
FMB Wealth Management
California
$334K
GS
108
GTS Securities
New York
$302K
APP
109
Avantax Planning Partners
Iowa
$286K
JTWM
110
Jackson Thornton Wealth Management
Alabama
$278K
AFC
111
Ares Financial Consulting
California
$267K
GTWM
112
Global Trust Wealth Management
Florida
$265K
CW
113
Curio Wealth
Maryland
$260K
EAM
114
Evanson Asset Management
California
$259K
APG
115
Abacus Planning Group
South Carolina
$253K
MFG
116
Merit Financial Group
Georgia
$250K
NL
117
NWAM LLC
Washington
$240K
CA
118
Clune & Associates
Illinois
$204K
TM
119
Torren Management
California
$198K
Jones Financial Companies
120
Jones Financial Companies
Missouri
$74.6K
RFP
121
Root Financial Partners
California
$61K
RG
122
RHL Group
Michigan
$59.6K
BTI
123
Blue Trust Inc
Georgia
$56.8K
MFC
124
Morris Financial Concepts
South Carolina
$37.6K
AFG
125
Albion Financial Group
Utah
$36.5K