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Avantis Moderate Allocation ETF
AVMA

15 hedge funds and large institutions have $12.2M invested in Avantis Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

7% more funds holding

Funds holding: 14 → 15 (+1)

5% more capital invested

Capital invested by funds: $11.6M → $12.2M (+$623K)

4.05% less ownership

Funds ownership: 45.42% → 41.37% (-4.1%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
Versant Capital Management
Arizona
+$557K
2
Corient Private Wealth
Corient Private Wealth
Florida
+$274K
3
Osaic Holdings
Osaic Holdings
Arizona
+$190K
4
VF
Vawter Financial
Ohio
+$76.4K
5
IWS
Integrity Wealth Solutions
Colorado
+$45.1K

Top Sellers

1
LPL Financial
LPL Financial
California
-$400K
2
ASN
Advisory Services Network
Georgia
-$253K
3
UBS Group
UBS Group
Switzerland
-$130K
4
WRPWM
Werba Rubin Papier Wealth Management
California
-$5.61K
5
DWM
Diversify Wealth Management
Utah
-$4.25K
Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
1
Great Point Wealth Advisors
Massachusetts
$5.27M +$708 +12 +0%
LPL Financial
2
LPL Financial
California
$2.37M -$400K -6,777 -14%
VF
3
Vawter Financial
Ohio
$913K +$76.4K +1,294 +9%
VCM
4
Versant Capital Management
Arizona
$632K +$557K +9,446 +649%
Osaic Holdings
5
Osaic Holdings
Arizona
$569K +$190K +3,213 +49%
IWS
6
Integrity Wealth Solutions
Colorado
$429K +$45.1K +765 +12%
ASN
7
Advisory Services Network
Georgia
$385K -$253K -4,293 -39%
DWM
8
Diversify Wealth Management
Utah
$380K -$4.25K -72 -1%
CF
9
Crosspoint Financial
California
$290K +$295K +5,000 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$269K +$274K +4,639 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$229K +$12K +204 +5%
PL
12
Plancorp LLC
Missouri
$218K – – –
WRPWM
13
Werba Rubin Papier Wealth Management
California
$200K -$5.61K -95 -3%
SS
14
Sunbelt Securities
Texas
$79.5K – – –
EWA
15
EverSource Wealth Advisors
Alabama
$9.27K +$944 +16 +11%
UBS Group
16
UBS Group
Switzerland
– -$130K -2,232 Closed

AVMA Hedge Fund Activity: Q1 2025 in Review

15 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q1 2025, worth a combined $12.2M — up 5.4% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new AVMA positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Versant Capital Management, adding an estimated $557K. The largest seller was LPL Financial, cutting an estimated $400K.

  • 15 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q1 2025, up from 14 in Q4 2024.
  • Funds reported $12.2M of Avantis Moderate Allocation ETF stock for Q1 2025, up 5.4% quarter-over-quarter.
  • 2 funds opened new Avantis Moderate Allocation ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
  • The largest Avantis Moderate Allocation ETF buyer in Q1 2025 was Versant Capital Management, an estimated $557K added.
  • The largest Avantis Moderate Allocation ETF seller in Q1 2025 was LPL Financial, an estimated $400K sold.

Based on aggregated 13F filings for Q1 2025.