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Avantis Moderate Allocation ETF
AVMA

Overview Fund Trends Analyst Outlook Journalist POV

12 hedge funds and large institutions have $5.78M invested in Avantis Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding: →

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 Buyers

1
+$204K
2
+$70.5K
3
+$2.09K

Top Sellers

1
-$385K
2
-$370K
3
-$269K
4
VCM
Versant Capital Management
Arizona
-$236K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.39M
VF
2
Vawter Financial
Ohio
$598K
IWS
3
Integrity Wealth Solutions
Colorado
$525K
VCM
4
Versant Capital Management
Arizona
$434K
DWM
5
Diversify Wealth Management
Utah
$410K
Osaic Holdings
6
Osaic Holdings
Arizona
$383K
CF
7
Crosspoint Financial
California
$307K
PL
8
Plancorp LLC
Missouri
$231K
WRPWM
9
Werba Rubin Papier Wealth Management
California
$209K
AFA
10
Arlington Financial Advisors
California
$204K
SS
11
Sunbelt Securities
Texas
$79.7K
EWA
12
EverSource Wealth Advisors
Alabama
$11.9K
ASN
13
Advisory Services Network
Georgia
–
Corient Private Wealth
14
Corient Private Wealth
Florida
–
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
–