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Avantis Real Estate ETF

133 hedge funds and large institutions have $474M invested in Avantis Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
$258K
APG
102
Abacus Planning Group
South Carolina
$252K
CW
103
Curio Wealth
Maryland
$247K
CPWM
104
Cypress Point Wealth Management
Texas
$233K
APP
105
Avantax Planning Partners
Iowa
$231K
NL
106
NWAM LLC
Washington
$223K
TIM
107
Tortoise Investment Management
New York
$215K
WHCI
108
W.H. Cornerstone Investments
Massachusetts
$201K
SWP
109
Strategic Wealth Partners
Ohio
$87.8K
Jones Financial Companies
110
Jones Financial Companies
Missouri
$81.5K
BTI
111
Blue Trust Inc
Georgia
$57.4K
UBS Group
112
UBS Group
Switzerland
$46.2K
MFC
113
Morris Financial Concepts
South Carolina
$38.2K
Morgan Stanley
114
Morgan Stanley
New York
$29.2K
CCMI
115
Creative Capital Management Investments
California
$25.1K
CTWM
116
Cherry Tree Wealth Management
Minnesota
$23.4K
PCG
117
PFC Capital Group
California
$22K
Bank of America
118
Bank of America
North Carolina
$21.4K
JP Morgan Chase
119
JP Morgan Chase
New York
$20.9K
SIC
120
SJS Investment Consulting
Ohio
$19.2K
Wells Fargo
121
Wells Fargo
California
$12.1K
FFA
122
Farther Finance Advisors
California
$10.5K
RFG
123
REAP Financial Group
Texas
$9.25K
ACA
124
Aptus Capital Advisors
Alabama
$8.36K
DWM
125
Dogwood Wealth Management
Kansas
$6.27K