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Avantis Responsible US Equity ETF
AVSU

Overview Fund Activity

69 hedge funds and large institutions have $257M invested in Avantis Responsible US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
5
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$84.3M
2
LPL Financial
2
LPL Financial
California
$9.01M
3
AG
3
AlTi Global
New York
$3.47M
4
WCWM
4
Willow Creek Wealth Management
California
$6.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.52M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$0
2
CAM
2
Clarity Asset Management
Iowa
$29.2M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$6.53M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
QHA
5
Quarry Hill Advisors
Minnesota
$288K
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
1
MASECO Private Wealth
$84.3M 1,230,145 +1,230,145 New
CAM
2
Clarity Asset Management
Iowa
$29.2M 424,981 -27,687 -6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$23.6M 343,846 +17,006 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9.67M 138,582 +695 +0.5%
WA
5
Waverly Advisors
Alabama
$9.23M 134,616 -3,241 -2%
LPL Financial
6
LPL Financial
California
$9.01M 131,277 +108,353 +473%
HFA
7
Highland Financial Advisors
New Jersey
$8.06M 117,432 +15,997 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.93M 115,637 +2,048 +2%
Mariner
9
Mariner
Kansas
$6.86M 99,984 -2,417 -2%
Corient Private Wealth
10
Corient Private Wealth
Florida
$6.53M 95,185 -17,308 -15%
WCWM
11
Willow Creek Wealth Management
California
$6.3M 91,791 +23,699 +35%
NCM
12
Northland Capital Management
Minnesota
$4.85M 70,740 +5,488 +8%
AG
13
AlTi Global
New York
$3.47M 50,529 +50,529 New
LAMNM
14
Longview Asset Management (New Mexico)
New Mexico
$3.2M 46,688 -736 -2%
TFM
15
Trademark Financial Management
Minnesota
$3.18M 46,353 +2,156 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.99M 43,523 -5,158 -11%
WA
17
Wealthstream Advisors
New York
$2.64M 38,440 +4,254 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.52M 36,716 +22,185 +153%
TWA
19
Trellis Wealth Advisors
California
$2.29M 33,411 -164 -0.5%
AC
20
AWM Capital
Arizona
$2.26M 32,974 +81 +0.2%
PP
21
PrairieView Partners
Minnesota
$2.14M 31,217 -419 -1%
HWM
22
HB Wealth Management
Georgia
$1.92M 28,050 +3,960 +16%
Truist Financial
23
Truist Financial
North Carolina
$1.69M 24,658 +11,063 +81%
VF
24
Vestment Financial
Minnesota
$1.63M 23,573 +5,471 +30%
DPI
25
Diversified Portfolios Inc
Michigan
$1.49M 21,673 -152 -0.7%
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