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Avantis Real Estate ETF

61 hedge funds and large institutions have $198M invested in Avantis Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
0.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
14
Increased
33
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$48.4M 1,168,077 +5,369 +0.5%
HIGP
2
Hill Investment Group Partners
Missouri
$23.3M 561,297 +121,030 +27%
B
3
BetterWealth
California
$10.3M 249,489 -71 -0%
W
4
WorthPointe
California
$10.2M 246,779 +174,802 +243%
MWM
5
Merriman Wealth Management
Washington
$9.85M 237,470 +30,248 +15%
Corient Private Wealth
6
Corient Private Wealth
Florida
$7.68M 185,313 +54,880 +42%
PLFA
7
Pacific Life Fund Advisors
California
$6.53M 157,571 -4,046 -3%
LFG
8
Larson Financial Group
Missouri
$6.14M 148,163 +743 +0.5%
Jane Street
9
Jane Street
New York
$5.9M 142,218 -76,561 -35%
SWA
10
ShankerValleau Wealth Advisors
Illinois
$5.3M 127,922 +5,492 +4%
WCA
11
Waypoint Capital Advisors
Minnesota
$5.29M 127,591 +1,330 +1%
American Century Companies
12
American Century Companies
Missouri
$4.45M 107,279 +51,711 +93%
LFA
13
Level Financial Advisors
New York
$4M 96,565 +18,584 +24%
NRWA
14
North Ridge Wealth Advisors
Oregon
$4M 96,491 +96,491 New
SB
15
Strategic Blueprint
Georgia
$3.86M 93,017 +6,814 +8%
SCM
16
SOL Capital Management
Maryland
$3.84M 92,657 +16,957 +22%
LG
17
LAM Group
Oregon
$3.82M 92,150 +5,425 +6%
QHA
18
Quarry Hill Advisors
Minnesota
$3.67M 88,620 +14,611 +20%
CPIG
19
Chicago Partners Investment Group
Illinois
$3.13M 75,454 +5,042 +7%
RLIM
20
Red Lighthouse Investment Management
New York
$2.7M 65,128 -4,148 -6%
AFGAS
21
Allegiance Financial Group Advisory Services
Virginia
$2.57M 61,970 +22,161 +56%
CPA
22
Cardiff Park Advisors
California
$2.16M 52,065 +2,296 +5%
CFO
23
Collective Family Office
Pennsylvania
$1.99M 48,083 +6,587 +16%
FFM
24
Forum Financial Management
Illinois
$1.51M 36,341 +13,171 +57%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$1.5M 36,195 +36,195 New