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Avantis Real Estate ETF

143 hedge funds and large institutions have $485M invested in Avantis Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$26.3M
2 -$13.2M
3 -$3.96M
4
Jane Street
Jane Street
New York
-$2.42M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
FPI
1
Financial Plan Inc
Washington
$26.2M
American Century Companies
2
American Century Companies
Missouri
$20.5M
HIGP
3
Hill Investment Group Partners
Missouri
$19.3M
QFA
4
Quantum Financial Advisors
California
$17.8M
NAS
5
Nicolet Advisory Services
Wisconsin
$17.1M
SWA
6
ShankerValleau Wealth Advisors
Illinois
$16.7M
SFA
7
Sequoia Financial Advisors
Ohio
$16M
Corient Private Wealth
8
Corient Private Wealth
Florida
$14.8M
B
9
BetterWealth
California
$14.4M
CFA
10
Capstone Financial Advisors
Illinois
$13.8M
AFGAS
11
Allegiance Financial Group Advisory Services
Virginia
$13.5M
PWS
12
Physician Wealth Solutions
Nevada
$12.7M
PC
13
Prairiewood Capital
North Dakota
$12.4M
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$12.2M
SWM
15
Seaside Wealth Management
California
$11.6M
LPL Financial
16
LPL Financial
California
$11.2M
TAWM
17
Three Arch Wealth Management
California
$10.2M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10M
W
19
WorthPointe
California
$9.94M
EFN
20
Equita Financial Network
Pennsylvania
$9.08M
LEFP
21
Leading Edge Financial Planning
Tennessee
$8.44M
NB
22
Nicolet Bankshares
Wisconsin
$8.28M
LFA
23
Level Financial Advisors
New York
$7.54M
VF
24
Vestment Financial
Minnesota
$6.71M
QHA
25
Quarry Hill Advisors
Minnesota
$6.29M