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Avantis Real Estate ETF

147 hedge funds and large institutions have $598M invested in Avantis Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
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
CCMI
126
Creative Capital Management Investments
California
$24.9K
CTWM
127
Cherry Tree Wealth Management
Minnesota
$23.2K
PCG
128
PFC Capital Group
California
$22K
UBS Group
129
UBS Group
Switzerland
$21.8K
SIC
130
SJS Investment Consulting
Ohio
$19K
LAS
131
Lloyd Advisory Services
Georgia
$14.1K
KFG
132
Kingdom Financial Group
Arizona
$14.1K
SIM
133
Synergy Investment Management
Florida
$12.8K
EWM
134
Evolution Wealth Management
Florida
$12.2K
HI
135
Harbour Investments
Wisconsin
$11K
Morgan Stanley
136
Morgan Stanley
New York
$10.7K
Wells Fargo
137
Wells Fargo
California
$9.49K
RFG
138
REAP Financial Group
Texas
$9.16K
DWM
139
Dogwood Wealth Management
Kansas
$5.46K
LWMI
140
Legacy Wealth Management (Idaho)
Idaho
$5.37K
HIA
141
HFM Investment Advisors
New Jersey
$1.72K
SWP
142
Strategic Wealth Partners
Ohio
$1.5K
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$1.01K
HBW
144
Hazlett, Burt & Watson
West Virginia
$1K
SRCM
145
Signature Resources Capital Management
California
$264
LFG
146
Larson Financial Group
Missouri
$143
S
147
SignatureFD
Georgia
$44
AF
148
Allworth Financial
California
$21
Citadel Advisors
149
Citadel Advisors
Florida
AWM
150
Axxcess Wealth Management
California