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Avantis Moderate Allocation ETF
AVMA

14 hedge funds and large institutions have $11.6M invested in Avantis Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more capital inflows, than outflows

Capital inflows: $1.09M | Capital outflows: $159K

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

8% more funds holding

Funds holding: 13 → 14 (+1)

7.25% less ownership

Funds ownership: 52.67% → 45.42% (-7.2%)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$298K
2
LPL Financial
LPL Financial
California
+$280K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$223K
4
UBS Group
UBS Group
Switzerland
+$131K
5
Vawter Financial
Vawter Financial
Ohio
+$76.6K

Top Sellers

Rank Fund Capital Flow
1
Advisory Services Network
Advisory Services Network
Georgia
-$127K
2
Sunbelt Securities
Sunbelt Securities
Texas
-$24.4K
3
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management
California
-$6.93K

AVMA Hedge Fund Activity: Q4 2024 in Review

14 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q4 2024, worth a combined $11.6M — up 5.9% from $11M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new AVMA positions and 0 closed out — a net gain of 1 holder — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $298K. The largest seller was Advisory Services Network, cutting an estimated $127K.

  • 14 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q4 2024, up from 13 in Q3 2024.
  • Funds reported $11.6M of Avantis Moderate Allocation ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 1 fund opened new Avantis Moderate Allocation ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
  • The largest Avantis Moderate Allocation ETF buyer in Q4 2024 was Osaic Holdings, an estimated $298K added.
  • The largest Avantis Moderate Allocation ETF seller in Q4 2024 was Advisory Services Network, an estimated $127K sold.

Based on aggregated 13F filings for Q4 2024.