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Avantis Moderate Allocation ETF
AVMA

7 hedge funds and large institutions have $1.21M invested in Avantis Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more capital invested

Capital invested by funds: $304K → $1.21M (+$909K)

250% more funds holding

Funds holding: 2 → 7 (+5)

14.78% more ownership

Funds ownership: 10.13% → 24.92% (+15%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
7
Holders Change
+5
Holders Change %
+250%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VF
Vawter Financial
Ohio
+$222K
2
WRPWM
Werba Rubin Papier Wealth Management
California
+$208K
3
PL
Plancorp LLC
Missouri
+$191K
4
VCM
Versant Capital Management
Arizona
+$20.7K
5
SS
Sunbelt Securities
Texas
+$765

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$1.53K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
1
Advisory Services Network
Georgia
$256K -$1.53K -30 -0.6%
VF
2
Vawter Financial
Ohio
$236K +$222K +4,360 New
WRPWM
3
Werba Rubin Papier Wealth Management
California
$221K +$208K +4,084 New
IWS
4
Integrity Wealth Solutions
Colorado
$203K +$192K +3,759 New
PL
5
Plancorp LLC
Missouri
$203K +$191K +3,750 New
SS
6
Sunbelt Securities
Texas
$72.4K +$765 +15 +1%
VCM
7
Versant Capital Management
Arizona
$22K +$20.7K +406 New

AVMA Hedge Fund Activity: Q4 2023 in Review

7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q4 2023, worth a combined $1.21M — up 299% from $304K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AVMA positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Vawter Financial, opening a new position worth an estimated $222K. The largest seller was Advisory Services Network, cutting an estimated $1.53K.

  • 7 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $1.21M of Avantis Moderate Allocation ETF stock for Q4 2023, up 299% quarter-over-quarter.
  • 5 funds opened new Avantis Moderate Allocation ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
  • The largest Avantis Moderate Allocation ETF buyer in Q4 2023 was Vawter Financial, an estimated $222K added.
  • The largest Avantis Moderate Allocation ETF seller in Q4 2023 was Advisory Services Network, an estimated $1.53K sold.

Based on aggregated 13F filings for Q4 2023.