Avantis Moderate Allocation ETF
AVMA
20 hedge funds and large institutions have $23.5M invested in Avantis Moderate Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $21.2M → $23.5M (+$2.31M)
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.19% less ownership
Funds ownership: 40.01% → 38.83% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPW
Cogent Private Wealth
Orlando,
Florida
|
+$975K |
| 2 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$581K |
| 3 |
IWS
Integrity Wealth Solutions
Denver,
Colorado
|
+$262K |
| 4 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
+$227K |
| 5 |
CF
Crosspoint Financial
Tustin,
California
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$160K |
| 2 |
KFGG
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
-$136K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$78.6K |
| 4 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
-$64.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.7K |
AVMA Hedge Fund Activity: Q1 2026 in Review
20 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Avantis Moderate Allocation ETF (AVMA) for Q1 2026, worth a combined $23.5M — up 11% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AVMA positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Cogent Private Wealth, adding an estimated $975K. The largest seller was LPL Financial, cutting an estimated $160K.
- 20 institutional investors held Avantis Moderate Allocation ETF (AVMA) as of Q1 2026, up from 19 in Q4 2025.
- Funds reported $23.5M of Avantis Moderate Allocation ETF stock for Q1 2026, up 11% quarter-over-quarter.
- 3 funds opened new Avantis Moderate Allocation ETF positions in Q1 2026 and 2 closed out, a net change of +1 holder.
- The largest Avantis Moderate Allocation ETF buyer in Q1 2026 was Cogent Private Wealth, an estimated $975K added.
- The largest Avantis Moderate Allocation ETF seller in Q1 2026 was LPL Financial, an estimated $160K sold.
Based on aggregated 13F filings for Q1 2026.