Avantis Moderate Allocation ETF
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.
618% more capital invested
Capital invested by funds: $1.21M → $8.7M (+$7.49M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
77.12% more ownership
Funds ownership: 24.92% → 102.04% (+77%)
57% more funds holding
Funds holding: 7 → 11 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$4.96M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.59M |
| 3 |
VF
Vawter Financial
Columbus,
Ohio
|
+$424K |
| 4 |
IWS
Integrity Wealth Solutions
Denver,
Colorado
|
+$79.8K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$78.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
-$8.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPWA
1
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.16M | +$4.96M | +90,791 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.66M | +$1.59M | +29,194 | New |
|
|
VF
3
Vawter Financial
Columbus,
Ohio
| $689K | +$424K | +7,756 | +178% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $351K | +$78.7K | +1,440 | +30% |
|
|
IWS
5
Integrity Wealth Solutions
Denver,
Colorado
| $297K | +$79.8K | +1,461 | +39% |
|
|
WRPWM
6
Werba Rubin Papier Wealth Management
San Jose,
California
| $223K | -$8.41K | -154 | -4% |
|
|
PL
7
Plancorp LLC
Saint Louis,
Missouri
| $213K | – | – | – |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $76.2K | – | – | – |
|
|
VCM
9
Versant Capital Management
Phoenix,
Arizona
| $23.1K | – | – | – |
|
|
EWA
10
EverSource Wealth Advisors
Birmingham,
Alabama
| $4.02K | +$3.99K | +73 | New |
|
11
UBS Group
Zurich,
Switzerland
| $3.87K | +$3.71K | +68 | New |
|
AVMA Hedge Fund Activity: Q1 2024 in Review
11 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q1 2024, worth a combined $8.7M — up 618% from $1.21M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AVMA positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Great Point Wealth Advisors, opening a new position worth an estimated $4.96M. The largest seller was Werba Rubin Papier Wealth Management, cutting an estimated $8.41K.
- 11 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $8.7M of Avantis Moderate Allocation ETF stock for Q1 2024, up 618% quarter-over-quarter.
- 4 funds opened new Avantis Moderate Allocation ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest Avantis Moderate Allocation ETF buyer in Q1 2024 was Great Point Wealth Advisors, an estimated $4.96M added.
- The largest Avantis Moderate Allocation ETF seller in Q1 2024 was Werba Rubin Papier Wealth Management, an estimated $8.41K sold.
Based on aggregated 13F filings for Q1 2024.