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Avantis Moderate Allocation ETF
AVMA

Overview Fund Activity

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.

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.19%
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

1
Osaic Holdings
1
Osaic Holdings
Arizona
$383K
2
LPL Financial
2
LPL Financial
California
$2.77M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$217K
4
UBS Group
4
UBS Group
Switzerland
$130K
5
VF
5
Vawter Financial
Ohio
$840K

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$635K
2
SS
2
Sunbelt Securities
Texas
$79.9K
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$206K
Name Market Value Shares Shares
Change 		Shares
Change %
GPWA
1
Great Point Wealth Advisors
Massachusetts
$5.28M 90,830 +39 +0%
LPL Financial
2
LPL Financial
California
$2.77M 47,589 +4,687 +11%
VF
3
Vawter Financial
Ohio
$840K 14,443 +1,281 +10%
ASN
4
Advisory Services Network
Georgia
$635K 10,922 -2,131 -16%
IWS
5
Integrity Wealth Solutions
Colorado
$385K 6,630 +3 +0%
Osaic Holdings
6
Osaic Holdings
Arizona
$383K 6,589 +4,989 +312%
DWM
7
Diversify Wealth Management
Utah
$382K 6,631 +456 +7%
PL
8
Plancorp LLC
Missouri
$218K 3,750 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$217K 3,736 +3,736 New
WRPWM
10
Werba Rubin Papier Wealth Management
California
$206K 3,547 -116 -3%
UBS Group
11
UBS Group
Switzerland
$130K 2,232 +2,185 +4,649%
VCM
12
Versant Capital Management
Arizona
$84.6K 1,455 +757 +108%
SS
13
Sunbelt Securities
Texas
$79.9K 1,371 -408 -23%
EWA
14
EverSource Wealth Advisors
Alabama
$8.36K 144 +36 +33%
CFGS
15
Concourse Financial Group Securities
Alabama
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