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Avantis Real Estate ETF

72 hedge funds and large institutions have $234M invested in Avantis Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+11
Holders Change %
+18.03%
% of All Funds
1.14%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
16
Increased
40
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$39.7M 968,800 -199,277 -17%
HIGP
2
Hill Investment Group Partners
Missouri
$24.7M 603,784 +42,487 +8%
W
3
WorthPointe
California
$11M 267,803 +21,024 +9%
Jane Street
4
Jane Street
New York
$10.6M 259,885 +117,667 +83%
MWM
5
Merriman Wealth Management
Washington
$10.5M 257,230 +19,760 +8%
B
6
BetterWealth
California
$10.4M 252,985 +3,496 +1%
AWM
7
Aprio Wealth Management
Georgia
$8.91M 217,672 +217,672 New
NAS
8
Nicolet Advisory Services
Wisconsin
$8.68M 210,908 +210,908 New
LG
9
LAM Group
Oregon
$7.9M 192,880 +100,730 +109%
Corient Private Wealth
10
Corient Private Wealth
Florida
$7.8M 190,562 +5,249 +3%
SWM
11
Seaside Wealth Management
California
$6.3M 153,837 +153,837 New
LFG
12
Larson Financial Group
Missouri
$6.02M 147,090 -1,073 -0.7%
SWA
13
ShankerValleau Wealth Advisors
Illinois
$5.92M 144,644 +16,722 +13%
American Century Companies
14
American Century Companies
Missouri
$5.49M 134,094 +26,815 +25%
LFA
15
Level Financial Advisors
New York
$5.38M 131,327 +34,762 +36%
WCA
16
Waypoint Capital Advisors
Minnesota
$5.25M 128,227 +636 +0.5%
SCM
17
SOL Capital Management
Maryland
$4.55M 111,147 +18,490 +20%
NRWA
18
North Ridge Wealth Advisors
Oregon
$4.13M 100,784 +4,293 +4%
AFGAS
19
Allegiance Financial Group Advisory Services
Virginia
$3.9M 95,226 +33,256 +54%
SB
20
Strategic Blueprint
Georgia
$3.87M 94,623 +1,606 +2%
QHA
21
Quarry Hill Advisors
Minnesota
$3.87M 94,480 +5,860 +7%
PLFA
22
Pacific Life Fund Advisors
California
$3.29M 80,379 -77,192 -49%
CPIG
23
Chicago Partners Investment Group
Illinois
$3.15M 76,129 +675 +0.9%
RLIM
24
Red Lighthouse Investment Management
New York
$2.98M 72,749 +7,621 +12%
OIA
25
OneDigital Investment Advisors
Kansas
$2.5M 60,965 +60,965 New