Avantis Moderate Allocation ETF
AVMA
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.
Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Osaic Holdings
Scottsdale,
Arizona
|
$95.7K |
| 2 |
WRPWM
2
Werba Rubin Papier Wealth Management
San Jose,
California
|
$219K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GPWA
1
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.43M | 90,791 | – | – |
|
2
LPL Financial
San Diego,
California
| $2.57M | 42,902 | +42,902 | New |
|
|
VF
3
Vawter Financial
Columbus,
Ohio
| $787K | 13,162 | +851 | +7% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $736K | 13,053 | – | – |
|
|
IWS
5
Integrity Wealth Solutions
Denver,
Colorado
| $396K | 6,627 | +794 | +14% |
|
|
DWM
6
Diversify Wealth Management
Sandy,
Utah
| $365K | 6,175 | +6,175 | New |
|
|
PL
7
Plancorp LLC
Saint Louis,
Missouri
| $224K | 3,750 | – | – |
|
|
WRPWM
8
Werba Rubin Papier Wealth Management
San Jose,
California
| $219K | 3,663 | -203 | -5% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $106K | 1,779 | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $95.7K | 1,600 | -36,189 | -96% |
|
|
VCM
11
Versant Capital Management
Phoenix,
Arizona
| $41.8K | 698 | +288 | +70% |
|
|
EWA
12
EverSource Wealth Advisors
Birmingham,
Alabama
| $6.46K | 108 | +9 | +9% |
|
13
UBS Group
Zurich,
Switzerland
| $2.81K | 47 | +47 | New |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|