Avantis Moderate Allocation ETF
AVMA
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.
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.15%
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
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$0 |
| 2 |
WRPWM
2
Werba Rubin Papier Wealth Management
San Jose,
California
|
$218K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GPWA
1
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.12M | 90,791 | – | – |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $2.13M | 37,789 | +8,595 | +29% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $736K | 13,053 | +6,888 | +112% |
|
|
VF
4
Vawter Financial
Columbus,
Ohio
| $694K | 12,311 | +195 | +2% |
|
|
IWS
5
Integrity Wealth Solutions
Denver,
Colorado
| $329K | 5,833 | +613 | +12% |
|
|
WRPWM
6
Werba Rubin Papier Wealth Management
San Jose,
California
| $218K | 3,866 | -64 | -2% |
|
|
PL
7
Plancorp LLC
Saint Louis,
Missouri
| $212K | 3,750 | – | – |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $100K | 1,779 | +439 | +33% |
|
|
VCM
9
Versant Capital Management
Phoenix,
Arizona
| $23.2K | 410 | +4 | +1% |
|
|
EWA
10
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.74K | 99 | +26 | +36% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | – | -68 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|