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Avantis Real Estate ETF

133 hedge funds and large institutions have $491M invested in Avantis Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
APG
101
Abacus Planning Group
South Carolina
$242K
MPW
102
Magnolia Private Wealth
Pennsylvania
$231K
FWM
103
FMB Wealth Management
California
$227K
NL
104
NWAM LLC
Washington
$225K
CW
105
Curio Wealth
Maryland
$211K
CA
106
Clune & Associates
Illinois
$203K
IA
107
IFP Advisors
Florida
$187K
TIM
108
Tortoise Investment Management
New York
$169K
SRCM
109
Signature Resources Capital Management
California
$163K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$155K
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$129K
SIC
112
SJS Investment Consulting
Ohio
$107K
BTI
113
Blue Trust Inc
Georgia
$55.5K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$49.9K
UBS Group
115
UBS Group
Switzerland
$44.7K
MFC
116
Morris Financial Concepts
South Carolina
$36.6K
PSFG
117
Park Square Financial Group
Georgia
$30.5K
Jones Financial Companies
118
Jones Financial Companies
Missouri
$28.2K
CTWM
119
Cherry Tree Wealth Management
Minnesota
$26.9K
CCMI
120
Creative Capital Management Investments
California
$24.3K
PCG
121
PFC Capital Group
California
$21K
SIM
122
Synergy Investment Management
Florida
$12K
Wells Fargo
123
Wells Fargo
California
$9.27K
ACA
124
Aptus Capital Advisors
Alabama
$7.89K
DWM
125
Dogwood Wealth Management
Kansas
$7.36K