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Avantis Moderate Allocation ETF
AVMA

10 hedge funds and large institutions have $9.6M invested in Avantis Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,530% more capital inflows, than outflows

Capital inflows: $943K | Capital outflows: $7.47K

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

4.75% more ownership

Funds ownership: 43.73% → 48.48% (+4.8%)

9% less funds holding

Funds holding: 11 → 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$484K
2
Advisory Services Network
Advisory Services Network
Georgia
+$388K
3
Integrity Wealth Solutions
Integrity Wealth Solutions
Colorado
+$34.5K
4
Sunbelt Securities
Sunbelt Securities
Texas
+$24.7K
5
Vawter Financial
Vawter Financial
Ohio
+$11K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.87K
2
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management
California
-$3.6K

AVMA Hedge Fund Activity: Q2 2024 in Review

10 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q2 2024, worth a combined $9.6M — up 10% from $8.7M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of AVMA and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 7 added.

The largest buyer was Osaic Holdings, adding an estimated $484K. The largest seller was UBS Group, exiting entirely with an estimated $3.87K sold.

  • 10 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q2 2024, down from 11 in Q1 2024.
  • Funds reported $9.6M of Avantis Moderate Allocation ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 0 funds opened new Avantis Moderate Allocation ETF positions in Q2 2024 and 1 closed out, a net change of -1 holder.
  • The largest Avantis Moderate Allocation ETF buyer in Q2 2024 was Osaic Holdings, an estimated $484K added.
  • The largest Avantis Moderate Allocation ETF seller in Q2 2024 was UBS Group, an estimated $3.87K sold.

Based on aggregated 13F filings for Q2 2024.