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Avantis Real Estate ETF

121 hedge funds and large institutions have $452M invested in Avantis Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.61%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
24
Increased
58
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SRCM
101
Signature Resources Capital Management
California
$189K 4,500 -485 -10%
TIM
102
Tortoise Investment Management
New York
$165K 3,925
Osaic Holdings
103
Osaic Holdings
Arizona
$143K 3,406 +39 +1%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$106K 2,528 +1,857 +277%
SIC
105
SJS Investment Consulting
Ohio
$78.7K 1,878 +1,878 New
BTI
106
Blue Trust Inc
Georgia
$54.1K 1,291
MFC
107
Morris Financial Concepts
South Carolina
$35.6K 850
AP
108
Aspect Partners
Virginia
$31.7K 756 +456 +152%
ACA
109
Aptus Capital Advisors
Alabama
$29.9K 713 -3,094 -81%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$28.5K 681 +49 +8%
CTWM
111
Cherry Tree Wealth Management
Minnesota
$26.2K 625 -108 -15%
CCMI
112
Creative Capital Management Investments
California
$23.7K 565
UBS Group
113
UBS Group
Switzerland
$19.6K 468 -1,853 -80%
SIM
114
Synergy Investment Management
Florida
$11.6K 278 +278 New
DWM
115
Dogwood Wealth Management
Kansas
$8.17K 195 -827 -81%
EWA
116
EverSource Wealth Advisors
Alabama
$7K 167
RFG
117
REAP Financial Group
Texas
$6.5K 155
Morgan Stanley
118
Morgan Stanley
New York
$5.79K 138
FFA
119
Farther Finance Advisors
California
$1.51K 36 -19,354 -100%
HI
120
Harbour Investments
Wisconsin
$880 21 +21 New
Wells Fargo
121
Wells Fargo
California
$25 1 -123 -99%
Citadel Advisors
122
Citadel Advisors
Florida
-142,358 Closed
SW
123
Simplicity Wealth
New Jersey
-70,392 Closed
CAM
124
Cresset Asset Management
Illinois
-42,130 Closed
FFM
125
Forum Financial Management
Illinois
-34,780 Closed