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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPW
Cogent Private Wealth
Florida
+$975K
2
DWM
Diversify Wealth Management
Utah
+$581K
3
IWS
Integrity Wealth Solutions
Colorado
+$262K
4
WRPWM
Werba Rubin Papier Wealth Management
California
+$227K
5
CF
Crosspoint Financial
California
+$155K

Top Sellers

1
LPL Financial
LPL Financial
California
-$160K
2
KFGG
Keystone Financial Group (Georgia)
Georgia
-$136K
3
Osaic Holdings
Osaic Holdings
Arizona
-$78.6K
4
VCM
Versant Capital Management
Arizona
-$64.3K
5
UBS Group
UBS Group
Switzerland
-$5.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1
Cogent Private Wealth
Florida
$7.44M +$975K +14,231 +15%
GPWA
2
Great Point Wealth Advisors
Massachusetts
$6.11M +$479 +7 +0%
LPL Financial
3
LPL Financial
California
$2.41M -$160K -2,341 -6%
CF
4
Crosspoint Financial
California
$1.42M +$155K +2,260 +12%
DWM
5
Diversify Wealth Management
Utah
$1.06M +$581K +8,484 +129%
VF
6
Vawter Financial
Ohio
$1.04M +$45K +657 +4%
VCM
7
Versant Capital Management
Arizona
$962K -$64.3K -939 -6%
IWS
8
Integrity Wealth Solutions
Colorado
$901K +$262K +3,823 +40%
Osaic Holdings
9
Osaic Holdings
Arizona
$686K -$78.6K -1,148 -10%
PL
10
Plancorp LLC
Missouri
$261K – – –
AFA
11
Arlington Financial Advisors
California
$247K +$21.4K +312 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$238K +$8.22K +120 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$228K +$8.7K +127 +4%
WRPWM
14
Werba Rubin Papier Wealth Management
California
$223K +$227K +3,316 New
ASN
15
Advisory Services Network
Georgia
$141K +$144K +2,102 New
SS
16
Sunbelt Securities
Texas
$94.6K +$342 +5 +0.4%
FFA
17
Farther Finance Advisors
California
$40.6K – – –
RF
18
Robinswood Financial
Washington
$27.1K +$27.5K +402 New
EWA
19
EverSource Wealth Advisors
Alabama
$20.4K +$4.11K +60 +25%
CW
20
Curio Wealth
Maryland
$3.12K – – –
KFGG
21
Keystone Financial Group (Georgia)
Georgia
– -$136K -2,047 Closed
UBS Group
22
UBS Group
Switzerland
– -$5.7K -86 Closed

AVMA Hedge Fund Activity: Q1 2026 in Review

20 of the 8,126 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.