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Avantis Real Estate ETF

100 hedge funds and large institutions have $371M invested in Avantis Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
12
Increased
52
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$43.4M 1,052,620 +612,696 +139%
HIGP
2
Hill Investment Group Partners
Missouri
$31.9M 731,855 +22,604 +3%
AWM
3
Aprio Wealth Management
Georgia
$21.3M 516,219 +271,922 +111%
QFA
4
Quantum Financial Advisors
California
$15.5M 375,281 -10,196 -3%
SWA
5
ShankerValleau Wealth Advisors
Illinois
$13.2M 320,726 +18,786 +6%
CFA
6
Capstone Financial Advisors
Illinois
$12.2M 295,193 +260,123 +742%
NAS
7
Nicolet Advisory Services
Wisconsin
$11.6M 278,847 +16,592 +6%
B
8
BetterWealth
California
$11.3M 274,796 +7,753 +3%
MWM
9
Merriman Wealth Management
Washington
$10.9M 265,480 -6,715 -2%
PWS
10
Physician Wealth Solutions
Nevada
$10.5M 255,305 +67,980 +36%
American Century Companies
11
American Century Companies
Missouri
$10.4M 252,867 +25,254 +11%
W
12
WorthPointe
California
$9.85M 238,876 -11,843 -5%
Corient Private Wealth
13
Corient Private Wealth
Florida
$8.98M 217,762 +151,389 +228%
PC
14
Prairiewood Capital
North Dakota
$8.27M 200,676 +4,917 +3%
Jane Street
15
Jane Street
New York
$8.22M 199,530 -359,641 -64%
SWM
16
Seaside Wealth Management
California
$7.65M 185,640 +7,321 +4%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7.48M 181,503 +14,719 +9%
AFGAS
18
Allegiance Financial Group Advisory Services
Virginia
$7.45M 180,854 +22,140 +14%
CCM
19
Carlson Capital Management
Minnesota
$7.34M 177,969 -21,231 -11%
LFA
20
Level Financial Advisors
New York
$6.59M 159,850 +3,050 +2%
EFN
21
Equita Financial Network
Pennsylvania
$5.41M 131,161 +16,954 +15%
NB
22
Nicolet Bankshares
Wisconsin
$5.21M 126,324 +1,017 +0.8%
OIA
23
OneDigital Investment Advisors
Kansas
$5.02M 121,752 +1,274 +1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.88M 118,435 +27,323 +30%
SB
25
Strategic Blueprint
Georgia
$4.64M 112,447 +6,427 +6%