Avantis Moderate Allocation ETF
AVMA
25 hedge funds and large institutions have $29.9M invested in Avantis Moderate Allocation ETF in 2026 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
459% more capital inflows, than outflows
Capital inflows: $5.41M | Capital outflows: $968K
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
25% more funds holding
Funds holding: 20 → 25 (+5)
2.17% more ownership
Funds ownership: 38.83% → 41% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cogent Private Wealth
Orlando,
Florida
|
+$2.47M |
| 2 |
Diversify Advisory Services
Sandy,
Utah
|
+$1.17M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$254K |
| 4 |
Marrick Wealth
Irvine,
California
|
+$245K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Crosspoint Financial
Tustin,
California
|
-$284K |
| 2 |
LPL Financial
San Diego,
California
|
-$282K |
| 3 |
Versant Capital Management
Phoenix,
Arizona
|
-$238K |
| 4 |
Advisory Services Network
Atlanta,
Georgia
|
-$141K |
| 5 |
Werba Rubin Papier Wealth Management
San Jose,
California
|
-$14.5K |
AVMA Hedge Fund Activity: Q2 2026 in Review
25 of the 8,365 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q2 2026, worth a combined $29.9M — up 27% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AVMA positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Cogent Private Wealth, adding an estimated $2.47M. The largest seller was Crosspoint Financial, cutting an estimated $284K.
- 25 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q2 2026, up from 20 in Q1 2026.
- Funds reported $29.9M of Avantis Moderate Allocation ETF stock for Q2 2026, up 27% quarter-over-quarter.
- 8 funds opened new Avantis Moderate Allocation ETF positions in Q2 2026 and 2 closed out, a net change of +6 holders.
- The largest Avantis Moderate Allocation ETF buyer in Q2 2026 was Cogent Private Wealth, an estimated $2.47M added.
- The largest Avantis Moderate Allocation ETF seller in Q2 2026 was Crosspoint Financial, an estimated $284K sold.
Based on aggregated 13F filings for Q2 2026.