Avantis Moderate Allocation
AVMA • ARCA
Avantis Moderate Allocation is an exchange-traded fund on ARCA. As of Q3 2025, 17 institutional investors hold shares in this ETF, with total holdings valued at $14.3M. Great Point Wealth Advisors, LLC is the largest holder with a position valued at $5.9M.
Overview
Overview of institutional ownership in AVMA as of Q3 2025
All Institutions
- Institutions
- 17
- Value Held
- $14.3M
- Shares Held
- 219.9K
- Avg Position
- $841.8K
- Median Position
- $440.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in AVMA as of Q3 2025
| Institution | Position Value |
|---|---|
 Great Point Wealth Advisors, LLC RIA/Wealth | $5.9M 1.11% of portfolio |
L LPL Financial LLC Institution | $2.5M 0.00% of portfolio |
 Vawter Financial, Ltd. RIA/Wealth | $979.1K 0.44% of portfolio |
V Versant Capital Management, Inc RIA/Wealth | $693.9K 0.09% of portfolio |
 CROSSPOINT FINANCIAL, LLC RIA/Wealth | $689.7K 1.73% of portfolio |
A Advisor Group Holdings, Inc. Institution | $557.0K 0.00% of portfolio |
 PFG Private Wealth Management, LLC RIA/Wealth | $530.8K 0.24% of portfolio |
 Integrity Wealth Solutions LLC RIA/Wealth | $530.8K 0.24% of portfolio |
 DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth | $440.3K 0.03% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $414.2K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVMA in Q3 2025
- Traded
- +$2.3M
- Buyers
- 13
- Sellers
- 3
- Total Bought
- +$2.6M
- Total Sold
- −$280.3K
- Avg Position
- $795.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
PFG Private Wealth Management, LLC RIA/Wealth | +$530.8K +8.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$414.2K +6.4K shares |
CROSSPOINT FINANCIAL, LLC RIA/Wealth | +$364.4K +5.6K shares |
Vawter Financial, Ltd. RIA/Wealth | +$346.3K +5.3K shares |
V Versant Capital Management, Inc RIA/Wealth | +$234.5K +3.6K shares |
+$209.7K +3.2K shares | |
 Keystone Financial Group, Inc. RIA/Wealth | +$163.8K +2.5K shares |
A Advisor Group Holdings, Inc. Institution | +$158.3K +2.4K shares |
A Advisory Services Network, LLC RIA/Wealth | +$138.7K +2.1K shares |
DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth | +$14.9K +227.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A Arlington Financial Advisors, LLC Institution | −$204.4K −3.3K shares |
L LPL Financial LLC Institution | −$50.9K −782.0 shares |
Integrity Wealth Solutions LLC RIA/Wealth | −$25.1K −385.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVMA in Q3 2025
- New Positions
- 4
- New Value
- $1.3M
- Exited Positions
- 1
- Exited Value
- $204.4K
New Positions
| Institution | Position Value |
|---|---|
PFG Private Wealth Management, LLC RIA/Wealth | $530.8K 8.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $414.2K 6.4K shares |
$209.7K 3.2K shares | |
Keystone Financial Group, Inc. RIA/Wealth | $163.8K 2.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
A Arlington Financial Advisors, LLC Institution | $204.4K 3.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in AVMA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AVMA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CROSSPOINT FINANCIAL, LLC RIA/Wealth | 1.73% $689.7K |
Great Point Wealth Advisors, LLC RIA/Wealth | 1.11% $5.9M |
Vawter Financial, Ltd. RIA/Wealth | 0.44% $979.1K |
PFG Private Wealth Management, LLC RIA/Wealth | 0.24% $530.8K |
Integrity Wealth Solutions LLC RIA/Wealth | 0.24% $530.8K |
Keystone Financial Group, Inc. RIA/Wealth | 0.10% $163.8K |
V Versant Capital Management, Inc RIA/Wealth | 0.09% $693.9K |
 Werba Rubin Papier Wealth Management RIA/Wealth | 0.04% $220.7K |
DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth | 0.03% $440.3K |
 Plancorp, LLC RIA/Wealth | 0.01% $244.0K |