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Avantis Real Estate ETF

26 hedge funds and large institutions have $82.5M invested in Avantis Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
14
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$39.5M 1,011,897 +41,955 +4%
HIGP
2
Hill Investment Group Partners
Missouri
$16.1M 414,028 +39,065 +10%
SWA
3
ShankerValleau Wealth Advisors
Illinois
$4.45M 114,157 +114,157 New
WCA
4
Waypoint Capital Advisors
Minnesota
$3.98M 102,085 +7,081 +7%
CPIG
5
Chicago Partners Investment Group
Illinois
$2.95M 74,087 +43,964 +146%
SB
6
Strategic Blueprint
Georgia
$2.73M 70,047 +9,514 +16%
CFO
7
Collective Family Office
Pennsylvania
$2.54M 65,032 +18,338 +39%
CPA
8
Cardiff Park Advisors
California
$1.82M 46,578 +1,408 +3%
BDF
9
Balasa Dinverno & Foltz
$1.5M 38,563 +31,081 +415%
CL
10
CPWM LLC
Washington
$1.11M 28,329 -10,593 -27%
MWM
11
Merriman Wealth Management
Washington
$972K 24,925 +24,925 New
TFA
12
Triad Financial Advisors
North Carolina
$876K 22,454 +9,708 +76%
W
13
WorthPointe
California
$826K 21,187 -5,772 -21%
LFA
14
Level Financial Advisors
New York
$745K 19,113 +6,076 +47%
MRWM
15
ML&R Wealth Management
Texas
$484K 12,412 -2,707 -18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$424K 10,892 +2,254 +26%
GTAM
17
Global Trust Asset Management
Florida
$411K 10,545 -2,883 -21%
DPI
18
Diversified Portfolios Inc
Michigan
$361K 9,247 +4,309 +87%
NL
19
NWAM LLC
Washington
$310K 7,960 +7,960 New
AF
20
Allworth Financial
California
$141K 3,626 -1,067 -23%
BHWM
21
Beaird Harris Wealth Management
Texas
$115K 2,957 +2,268 +329%
IA
22
IFP Advisors
Florida
$70K 1,386 +975 +237%
MFC
23
Morris Financial Concepts
South Carolina
$27K 680
CL
24
COWA LLC
Oklahoma
$8K 200 +200 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$6K 159 +159 New