We are live on ! Find out more
AVMA icon

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

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

8% more funds holding

Funds holding: 13 → 14 (+1)

6% more capital invested

Capital invested by funds: $11M → $11.6M (+$643K)

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
VF
Vawter Financial
Ohio
+$76.6K

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$127K
2
SS
Sunbelt Securities
Texas
-$24.4K
3
WRPWM
Werba Rubin Papier Wealth Management
California
-$6.93K
Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
1
Great Point Wealth Advisors
Massachusetts
$5.28M +$2.33K +39 +0%
LPL Financial
2
LPL Financial
California
$2.77M +$280K +4,687 +11%
VF
3
Vawter Financial
Ohio
$840K +$76.6K +1,281 +10%
ASN
4
Advisory Services Network
Georgia
$635K -$127K -2,131 -16%
IWS
5
Integrity Wealth Solutions
Colorado
$385K +$179 +3 +0%
Osaic Holdings
6
Osaic Holdings
Arizona
$383K +$298K +4,989 +312%
DWM
7
Diversify Wealth Management
Utah
$382K +$27.3K +456 +7%
PL
8
Plancorp LLC
Missouri
$218K – – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$217K +$223K +3,736 New
WRPWM
10
Werba Rubin Papier Wealth Management
California
$206K -$6.93K -116 -3%
UBS Group
11
UBS Group
Switzerland
$130K +$131K +2,185 +4,649%
VCM
12
Versant Capital Management
Arizona
$84.6K +$45.2K +757 +108%
SS
13
Sunbelt Securities
Texas
$79.9K -$24.4K -408 -23%
EWA
14
EverSource Wealth Advisors
Alabama
$8.36K +$2.15K +36 +33%

AVMA Hedge Fund Activity: Q4 2024 in Review

14 of the 7,593 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.