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Avantis Real Estate ETF

131 hedge funds and large institutions have $472M invested in Avantis Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 6 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.76%
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
64
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
APG
101
Abacus Planning Group
South Carolina
$249K 5,631 +15 +0.3%
APP
102
Avantax Planning Partners
Iowa
$245K 5,538 +5,538 New
CW
103
Curio Wealth
Maryland
$235K 5,326 +5,315 +48,318%
CA
104
Clune & Associates
Illinois
$220K 4,985 +262 +6%
NL
105
NWAM LLC
Washington
$217K 4,903 -320 -6%
TIM
106
Tortoise Investment Management
New York
$173K 3,925
PSFG
107
Park Square Financial Group
Georgia
$153K 3,474 +2,764 +389%
Osaic Holdings
108
Osaic Holdings
Arizona
$143K 3,406 -25,846 -88%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$127K 2,870 -136 -5%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$79.4K 1,810 +1,151 +175%
BTI
111
Blue Trust Inc
Georgia
$57K 1,291
UBS Group
112
UBS Group
Switzerland
$45.9K 1,039
MFC
113
Morris Financial Concepts
South Carolina
$37.5K 850
CCMI
114
Creative Capital Management Investments
California
$25K 565
CTWM
115
Cherry Tree Wealth Management
Minnesota
$22.8K 517 -108 -17%
PCG
116
PFC Capital Group
California
$22K 500
SIC
117
SJS Investment Consulting
Ohio
$19.1K 432 -2,062 -83%
FFA
118
Farther Finance Advisors
California
$10.5K 237 +237 New
Wells Fargo
119
Wells Fargo
California
$9.52K 216
ACA
120
Aptus Capital Advisors
Alabama
$8.17K 185 +2 +1%
RFG
121
REAP Financial Group
Texas
$6.85K 155
DWM
122
Dogwood Wealth Management
Kansas
$6.21K 141 -30 -18%
Morgan Stanley
123
Morgan Stanley
New York
$6.09K 138 -1 -0.7%
EWM
124
Evolution Wealth Management
Florida
$4.28K 97 +97 New
HIA
125
HFM Investment Advisors
New Jersey
$3.27K 74 +7 +10%