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Avantis Real Estate ETF

133 hedge funds and large institutions have $491M invested in Avantis Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$51.7M
CIG
2
CCM Investment Group
Minnesota
$51.4M
HIGP
3
Hill Investment Group Partners
Missouri
$33.1M
QFA
4
Quantum Financial Advisors
California
$15.7M
SWA
5
ShankerValleau Wealth Advisors
Illinois
$14.2M
American Century Companies
6
American Century Companies
Missouri
$13.9M
PWS
7
Physician Wealth Solutions
Nevada
$13.2M
B
8
BetterWealth
California
$13.2M
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.1M
NAS
10
Nicolet Advisory Services
Wisconsin
$12.3M
CFA
11
Capstone Financial Advisors
Illinois
$12.1M
W
12
WorthPointe
California
$10.3M
AFGAS
13
Allegiance Financial Group Advisory Services
Virginia
$9.9M
Corient Private Wealth
14
Corient Private Wealth
Florida
$9.83M
PC
15
Prairiewood Capital
North Dakota
$9.72M
SWM
16
Seaside Wealth Management
California
$9.52M
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$8.26M
EFN
18
Equita Financial Network
Pennsylvania
$7.83M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.93M
LFA
20
Level Financial Advisors
New York
$6.78M
LPL Financial
21
LPL Financial
California
$6.56M
NB
22
Nicolet Bankshares
Wisconsin
$6.04M
LA
23
LexAurum Advisors
Kansas
$5.84M
SFA
24
Sequoia Financial Advisors
Ohio
$5.36M
SB
25
Strategic Blueprint
Georgia
$5.3M