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