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Avantis Moderate Allocation ETF

2 hedge funds and large institutions have $304K invested in Avantis Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10.13% more ownership

Funds ownership: 0%10.13% (+10%)

Holders
2
Holders Change
+2
Holders Change %
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
1
Advisory Services Network
Georgia
$237K +$243K +4,755 New
SS
2
Sunbelt Securities
Texas
$66.2K +$67.8K +1,325 New

AVMA Hedge Fund Activity: Q3 2023 in Review

2 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q3 2023, worth a combined $304K.

Buyers outnumbered sellers: 2 funds opened new AVMA positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $243K.

  • 2 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $304K of Avantis Moderate Allocation ETF stock for Q3 2023.
  • 2 funds opened new Avantis Moderate Allocation ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
  • The largest Avantis Moderate Allocation ETF buyer in Q3 2023 was Advisory Services Network, an estimated $243K added.

Based on aggregated 13F filings for Q3 2023.