Avantis Moderate Allocation ETF
AVMA
AVMA
11 hedge funds and large institutions have $8.7M invested in Avantis Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
Holders
11
Holders Change
+4
Holders Change %
+57.14%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
WRPWM
1
Werba Rubin Papier Wealth Management
San Jose,
California
|
$223K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GPWA
1
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.16M | 90,791 | +90,791 | New |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.66M | 29,194 | +29,194 | New |
|
|
VF
3
Vawter Financial
Columbus,
Ohio
| $689K | 12,116 | +7,756 | +178% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $351K | 6,165 | +1,440 | +30% |
|
|
IWS
5
Integrity Wealth Solutions
Denver,
Colorado
| $297K | 5,220 | +1,461 | +39% |
|
|
WRPWM
6
Werba Rubin Papier Wealth Management
San Jose,
California
| $223K | 3,930 | -154 | -4% |
|
|
PL
7
Plancorp LLC
Saint Louis,
Missouri
| $213K | 3,750 | – | – |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $76.2K | 1,340 | – | – |
|
|
VCM
9
Versant Capital Management
Phoenix,
Arizona
| $23.1K | 406 | – | – |
|
|
EWA
10
EverSource Wealth Advisors
Birmingham,
Alabama
| $4.02K | 73 | +73 | New |
|
11
UBS Group
Zurich,
Switzerland
| $3.87K | 68 | +68 | New |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|