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Avantis Moderate Allocation ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 1719 (+2)

3.36% more ownership

Funds ownership: 36.65%40.01% (+3.4%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1
Cogent Private Wealth
Florida
$6.4M +$6.35M +96,482 New
GPWA
2
Great Point Wealth Advisors
Massachusetts
$6.03M +$395 +6 +0%
LPL Financial
3
LPL Financial
California
$2.53M
CF
4
Crosspoint Financial
California
$1.25M +$547K +8,310 +78%
VCM
5
Versant Capital Management
Arizona
$1.01M +$301K +4,583 +43%
VF
6
Vawter Financial
Ohio
$979K -$19.1K -290 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$753K +$182K +2,771 +32%
IWS
8
Integrity Wealth Solutions
Colorado
$635K +$93.4K +1,420 +17%
DWM
9
Diversify Wealth Management
Utah
$445K -$9.93K -151 -2%
PL
10
Plancorp LLC
Missouri
$249K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$227K +$13.5K +205 +6%
AFA
12
Arlington Financial Advisors
California
$223K +$221K +3,362 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$216K +$214K +3,261 New
KFGG
14
Keystone Financial Group (Georgia)
Georgia
$136K -$30.9K -470 -19%
SS
15
Sunbelt Securities
Texas
$93K +$1.05K +16 +1%
FFA
16
Farther Finance Advisors
California
$39.8K +$39.5K +600 New
EWA
17
EverSource Wealth Advisors
Alabama
$16.2K +$1.64K +25 +11%
UBS Group
18
UBS Group
Switzerland
$5.7K +$5.66K +86 New
CW
19
Curio Wealth
Maryland
$3.1K +$3.02K +46 New
PPWM
20
PFG Private Wealth Management
Florida
-$531K -8,157 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$414K -6,366 Closed
WRPWM
22
Werba Rubin Papier Wealth Management
California
-$221K -3,392 Closed
ASN
23
Advisory Services Network
Georgia
-$139K -2,132 Closed

AVMA Hedge Fund Activity: Q4 2025 in Review

19 of the 8,223 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.