Avantis Moderate Allocation ETF
AVMA
12 hedge funds and large institutions have $5.78M invested in Avantis Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
20% less funds holding
Funds holding: 15 → 12 (-3)
24.68% less ownership
Funds ownership: 41.37% → 16.69% (-25%)
53% less capital invested
Capital invested by funds: $12.2M → $5.78M (-$6.46M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$196K |
| 2 |
IWS
Integrity Wealth Solutions
Denver,
Colorado
|
+$67.5K |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$385K |
| 2 |
VF
Vawter Financial
Columbus,
Ohio
|
-$354K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$269K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$229K |
| 5 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
-$226K |
AVMA Hedge Fund Activity: Q2 2025 in Review
12 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q2 2025, worth a combined $5.78M — down 53% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AVMA and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $196K. The largest seller was Advisory Services Network, exiting entirely with an estimated $385K sold.
- 12 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q2 2025, down from 15 in Q1 2025.
- Funds reported $5.78M of Avantis Moderate Allocation ETF stock for Q2 2025, down 53% quarter-over-quarter.
- 1 fund opened new Avantis Moderate Allocation ETF positions in Q2 2025 and 3 closed out, a net change of -2 holders.
- The largest Avantis Moderate Allocation ETF buyer in Q2 2025 was Arlington Financial Advisors, an estimated $196K added.
- The largest Avantis Moderate Allocation ETF seller in Q2 2025 was Advisory Services Network, an estimated $385K sold.
Based on aggregated 13F filings for Q2 2025.