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Avantis Real Estate ETF

143 hedge funds and large institutions have $477M invested in Avantis Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
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

Top Sellers

1 -$26.3M
2 -$13.2M
3 -$3.96M
4
Jane Street
Jane Street
New York
-$2.42M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
101
Invariant Investment Management
Pennsylvania
$329K
FWM
102
FMB Wealth Management
California
$314K
MPW
103
Magnolia Private Wealth
Pennsylvania
$286K
AFC
104
Ares Financial Consulting
California
$278K
APP
105
Avantax Planning Partners
Iowa
$271K
KAS
106
Kestra Advisory Services
Texas
$270K
CA
107
Clune & Associates
Illinois
$268K
GTWM
108
Global Trust Wealth Management
Florida
$265K
JTWM
109
Jackson Thornton Wealth Management
Alabama
$262K
CW
110
Curio Wealth
Maryland
$258K
EAM
111
Evanson Asset Management
California
$256K
APG
112
Abacus Planning Group
South Carolina
$249K
NL
113
NWAM LLC
Washington
$234K
WUW
114
Wheels Up Wealth
California
$215K
TM
115
Torren Management
California
$182K
LAS
116
Lloyd Advisory Services
Georgia
$91K
FFA
117
Farther Finance Advisors
California
$87.6K
Jones Financial Companies
118
Jones Financial Companies
Missouri
$81.5K
JP Morgan Chase
119
JP Morgan Chase
New York
$59.5K
BTI
120
Blue Trust Inc
Georgia
$56.2K
Morgan Stanley
121
Morgan Stanley
New York
$54.8K
MFC
122
Morris Financial Concepts
South Carolina
$37.4K
CCMI
123
Creative Capital Management Investments
California
$24.6K
CTWM
124
Cherry Tree Wealth Management
Minnesota
$22.9K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$21.4K