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Avantis Real Estate ETF

50 hedge funds and large institutions have $168M invested in Avantis Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+24
Holders Change %
+92.31%
% of All Funds
0.81%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
30
Increased
16
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$47.8M 1,162,708 +150,811 +15%
HIGP
2
Hill Investment Group Partners
Missouri
$18.1M 440,267 +26,239 +6%
B
3
BetterWealth
California
$10.3M 249,560 +249,560 New
Jane Street
4
Jane Street
New York
$9M 218,779 +218,779 New
MWM
5
Merriman Wealth Management
Washington
$8.52M 207,222 +182,297 +731%
PLFA
6
Pacific Life Fund Advisors
California
$6.65M 161,617 +161,617 New
LFG
7
Larson Financial Group
Missouri
$6.06M 147,420 +147,420 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$5.36M 130,433 +130,433 New
WCA
9
Waypoint Capital Advisors
Minnesota
$5.19M 126,261 +24,176 +24%
SWA
10
ShankerValleau Wealth Advisors
Illinois
$5.03M 122,430 +8,273 +7%
LG
11
LAM Group
Oregon
$3.57M 86,725 +86,725 New
SB
12
Strategic Blueprint
Georgia
$3.54M 86,203 +16,156 +23%
LFA
13
Level Financial Advisors
New York
$3.21M 77,981 +58,868 +308%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.14M 70,412 -3,675 -5%
SCM
15
SOL Capital Management
Maryland
$3.11M 75,700 +75,700 New
QHA
16
Quarry Hill Advisors
Minnesota
$3.04M 74,009 +74,009 New
W
17
WorthPointe
California
$2.96M 71,977 +50,790 +240%
RLIM
18
Red Lighthouse Investment Management
New York
$2.85M 69,276 +69,276 New
American Century Companies
19
American Century Companies
Missouri
$2.28M 55,568 +55,568 New
CPA
20
Cardiff Park Advisors
California
$2.05M 49,769 +3,191 +7%
CFO
21
Collective Family Office
Pennsylvania
$1.71M 41,496 -23,536 -36%
AFGAS
22
Allegiance Financial Group Advisory Services
Virginia
$1.64M 39,809 +39,809 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.42M 34,449 +34,449 New
TFA
24
Triad Financial Advisors
North Carolina
$1.06M 25,899 +3,445 +15%
SAM
25
Satovsky Asset Management
New York
$1.06M 25,881 +25,881 New