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Avantis Real Estate ETF

146 hedge funds and large institutions have $595M invested in Avantis Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$54.5M
SFA
2
Sequoia Financial Advisors
Ohio
$43.5M
FPI
3
Financial Plan Inc
Washington
$31.4M
American Century Companies
4
American Century Companies
Missouri
$26.8M
NB
5
Nicolet Bankshares
Wisconsin
$26.4M
QFA
6
Quantum Financial Advisors
California
$18.7M
HIGP
7
Hill Investment Group Partners
Missouri
$17.1M
SWA
8
ShankerValleau Wealth Advisors
Illinois
$16.4M
B
9
BetterWealth
California
$14.9M
AFGAS
10
Allegiance Financial Group Advisory Services
Virginia
$14.9M
CFA
11
Capstone Financial Advisors
Illinois
$13.9M
PC
12
Prairiewood Capital
North Dakota
$13.6M
LPL Financial
13
LPL Financial
California
$13.3M
PWS
14
Physician Wealth Solutions
Nevada
$12.7M
LA
15
LexAurum Advisors
Kansas
$12.6M
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$12.3M
SWM
17
Seaside Wealth Management
California
$12M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11M
TAWM
19
Three Arch Wealth Management
California
$10.7M
LEFP
20
Leading Edge Financial Planning
Tennessee
$9.94M
EFN
21
Equita Financial Network
Pennsylvania
$9.13M
W
22
WorthPointe
California
$8.59M
QHA
23
Quarry Hill Advisors
Minnesota
$7.64M
LFA
24
Level Financial Advisors
New York
$7.63M
Corient Private Wealth
25
Corient Private Wealth
Florida
$7.5M