Avantis Moderate Allocation ETF
AVMA
17 hedge funds and large institutions have $14.3M invested in Avantis Moderate Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
148% more capital invested
Capital invested by funds: $5.78M → $14.3M (+$8.53M)
42% more funds holding
Funds holding: 12 → 17 (+5)
19.96% more ownership
Funds ownership: 16.69% → 36.65% (+20%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$516K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$403K |
| 3 |
CF
Crosspoint Financial
Tustin,
California
|
+$354K |
| 4 |
VF
Vawter Financial
Columbus,
Ohio
|
+$337K |
| 5 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$204K |
| 2 |
LPL Financial
San Diego,
California
|
-$49.5K |
| 3 |
IWS
Integrity Wealth Solutions
Denver,
Colorado
|
-$24.4K |
AVMA Hedge Fund Activity: Q3 2025 in Review
17 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q3 2025, worth a combined $14.3M — up 148% from $5.78M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AVMA positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was PFG Private Wealth Management, opening a new position worth an estimated $516K. The largest seller was Arlington Financial Advisors, exiting entirely with an estimated $204K sold.
- 17 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q3 2025, up from 12 in Q2 2025.
- Funds reported $14.3M of Avantis Moderate Allocation ETF stock for Q3 2025, up 148% quarter-over-quarter.
- 6 funds opened new Avantis Moderate Allocation ETF positions in Q3 2025 and 1 closed out, a net change of +5 holders.
- The largest Avantis Moderate Allocation ETF buyer in Q3 2025 was PFG Private Wealth Management, an estimated $516K added.
- The largest Avantis Moderate Allocation ETF seller in Q3 2025 was Arlington Financial Advisors, an estimated $204K sold.
Based on aggregated 13F filings for Q3 2025.