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Avantis Real Estate ETF

146 hedge funds and large institutions have $595M invested in Avantis Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Ariadne Wealth Management
California
$415K
ALWM
102
Andrews Lucia Wealth Management
California
$411K
TIM
103
Tortoise Investment Management
New York
$370K
BP
104
BWM Planning
Texas
$368K
GPA
105
Garrison Point Advisors
California
$350K
FWM
106
FMB Wealth Management
California
$334K
GS
107
GTS Securities
New York
$302K
APP
108
Avantax Planning Partners
Iowa
$286K
JTWM
109
Jackson Thornton Wealth Management
Alabama
$278K
AFC
110
Ares Financial Consulting
California
$267K
GTWM
111
Global Trust Wealth Management
Florida
$265K
CW
112
Curio Wealth
Maryland
$260K
EAM
113
Evanson Asset Management
California
$259K
APG
114
Abacus Planning Group
South Carolina
$253K
MFG
115
Merit Financial Group
Georgia
$250K
NL
116
NWAM LLC
Washington
$240K
CA
117
Clune & Associates
Illinois
$204K
TM
118
Torren Management
California
$198K
Jones Financial Companies
119
Jones Financial Companies
Missouri
$74.6K
RFP
120
Root Financial Partners
California
$61K
RG
121
RHL Group
Michigan
$59.6K
BTI
122
Blue Trust Inc
Georgia
$56.8K
MFC
123
Morris Financial Concepts
South Carolina
$37.6K
AFG
124
Albion Financial Group
Utah
$36.5K
CCMI
125
Creative Capital Management Investments
California
$24.9K