Avantis Moderate Allocation ETF
AVMA
19 hedge funds and large institutions have $21.2M invested in Avantis Moderate Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
48% more capital invested
Capital invested by funds: $14.3M → $21.2M (+$6.93M)
12% more funds holding
Funds holding: 17 → 19 (+2)
3.36% more ownership
Funds ownership: 36.65% → 40.01% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Crosspoint Financial
Tustin,
California
|
+$547K |
| 2 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
+$301K |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$221K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$214K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$531K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$414K |
| 3 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
-$221K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$139K |
| 5 |
KFGG
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
-$30.9K |
AVMA Hedge Fund Activity: Q4 2025 in Review
19 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q4 2025, worth a combined $21.2M — up 48% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AVMA positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Crosspoint Financial, adding an estimated $547K. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $531K sold.
- 19 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q4 2025, up from 17 in Q3 2025.
- Funds reported $21.2M of Avantis Moderate Allocation ETF stock for Q4 2025, up 48% quarter-over-quarter.
- 6 funds opened new Avantis Moderate Allocation ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
- The largest Avantis Moderate Allocation ETF buyer in Q4 2025 was Crosspoint Financial, an estimated $547K added.
- The largest Avantis Moderate Allocation ETF seller in Q4 2025 was PFG Private Wealth Management, an estimated $531K sold.
Based on aggregated 13F filings for Q4 2025.