Avantis Moderate Allocation ETF
AVMA
10 hedge funds and large institutions have $9.57M 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.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
10% more capital invested
Capital invested by funds: $8.7M → $9.57M (+$866K)
9% less funds holding
Funds holding: 11 → 10 (-1)
28.26% less ownership
Funds ownership: 102.04% → 73.77% (-28%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$484K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$388K |
| 3 |
IWS
Integrity Wealth Solutions
Denver,
Colorado
|
+$34.5K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$24.7K |
| 5 |
VF
Vawter Financial
Columbus,
Ohio
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.87K |
| 2 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
-$3.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPWA
1
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.12M | – | – | – |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $2.13M | +$484K | +8,595 | +29% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $736K | +$388K | +6,888 | +112% |
|
|
VF
4
Vawter Financial
Columbus,
Ohio
| $694K | +$11K | +195 | +2% |
|
|
IWS
5
Integrity Wealth Solutions
Denver,
Colorado
| $329K | +$34.5K | +613 | +12% |
|
|
WRPWM
6
Werba Rubin Papier Wealth Management
San Jose,
California
| $218K | -$3.6K | -64 | -2% |
|
|
PL
7
Plancorp LLC
Saint Louis,
Missouri
| $212K | – | – | – |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $100K | +$24.7K | +439 | +33% |
|
|
VCM
9
Versant Capital Management
Phoenix,
Arizona
| $23.1K | +$225 | +4 | +1% |
|
|
EWA
10
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.74K | +$1.46K | +26 | +36% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$3.87K | -68 | Closed |
|
AVMA Hedge Fund Activity: Q2 2024 in Review
10 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q2 2024, worth a combined $9.57M — 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 $9.57M 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.