Avantis Moderate Allocation ETF
AVMA
13 hedge funds and large institutions have $11M invested in Avantis Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
30% more funds holding
Funds holding: 10 → 13 (+3)
15% more capital invested
Capital invested by funds: $9.57M → $11M (+$1.4M)
21.1% less ownership
Funds ownership: 73.77% → 52.67% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 2 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$357K |
| 3 |
VF
Vawter Financial
Columbus,
Ohio
|
+$49.2K |
| 4 |
IWS
Integrity Wealth Solutions
Denver,
Colorado
|
+$45.9K |
| 5 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.09M |
| 2 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPWA
1
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.43M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $2.57M | +$2.48M | +42,902 | New |
|
|
VF
3
Vawter Financial
Columbus,
Ohio
| $787K | +$49.2K | +851 | +7% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $736K | – | – | – |
|
|
IWS
5
Integrity Wealth Solutions
Denver,
Colorado
| $396K | +$45.9K | +794 | +14% |
|
|
DWM
6
Diversify Wealth Management
Sandy,
Utah
| $365K | +$357K | +6,175 | New |
|
|
PL
7
Plancorp LLC
Saint Louis,
Missouri
| $224K | – | – | – |
|
|
WRPWM
8
Werba Rubin Papier Wealth Management
San Jose,
California
| $219K | -$11.7K | -203 | -5% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $106K | – | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $95.7K | -$2.09M | -36,189 | -96% |
|
|
VCM
11
Versant Capital Management
Phoenix,
Arizona
| $41.8K | +$16.6K | +288 | +70% |
|
|
EWA
12
EverSource Wealth Advisors
Birmingham,
Alabama
| $6.46K | +$520 | +9 | +9% |
|
13
UBS Group
Zurich,
Switzerland
| $2.81K | +$2.72K | +47 | New |
|
AVMA Hedge Fund Activity: Q3 2024 in Review
13 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q3 2024, worth a combined $11M — up 15% from $9.57M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AVMA positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.48M. The largest seller was Osaic Holdings, cutting an estimated $2.09M.
- 13 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q3 2024, up from 10 in Q2 2024.
- Funds reported $11M of Avantis Moderate Allocation ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 3 funds opened new Avantis Moderate Allocation ETF positions in Q3 2024 and 0 closed out, a net change of +3 holders.
- The largest Avantis Moderate Allocation ETF buyer in Q3 2024 was LPL Financial, an estimated $2.48M added.
- The largest Avantis Moderate Allocation ETF seller in Q3 2024 was Osaic Holdings, an estimated $2.09M sold.
Based on aggregated 13F filings for Q3 2024.