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Avantis Responsible US Equity ETF

82 hedge funds and large institutions have $283M invested in Avantis Responsible US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $217M → $283M (+$65.7M)

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

23.07% more ownership

Funds ownership: 48.96%72.03% (+23%)

8% more funds holding

Funds holding: 7682 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
32
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
26
BFSG LLC
California
$1.61M +$164K +2,117 +11%
Morgan Stanley
27
Morgan Stanley
New York
$1.6M +$1.02M +13,249 +158%
DPI
28
Diversified Portfolios Inc
Michigan
$1.58M
MWM
29
Modern Wealth Management
Kansas
$1.57M +$1.28M +16,573 +374%
HWM
30
HB Wealth Management
Georgia
$1.56M -$313K -4,043 -16%
KLI
31
Kelman-Lazarov Inc
Tennessee
$1.56M +$118K +1,522 +8%
BEW
32
Burton Enright Welch
California
$1.43M +$55K +711 +4%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.41M -$73.9K -955 -5%
VCP
34
Vista Capital Partners
Oregon
$1.35M
BA
35
Bridgewater Advisors
New York
$1.32M +$6.81K +88 +0.6%
FPI
36
Financial Plan Inc
Washington
$1.05M +$25.1K +324 +2%
JSW
37
Journey Strategic Wealth
New Jersey
$925K -$60.4K -781 -6%
FWM
38
FMB Wealth Management
California
$856K +$24.6K +318 +3%
AFG
39
ABLE Financial Group
Arizona
$844K -$851 -11 -0.1%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$807K -$4.18K -54 -0.5%
LA
41
LexAurum Advisors
Kansas
$733K +$767K +9,912 New
BPA
42
Beacon Pointe Advisors
California
$710K +$742K +9,600 New
OCM
43
Orion Capital Management
California
$682K +$5.03K +65 +0.7%
EFP
44
EnRich Financial Partners
Wisconsin
$670K -$11.4K -147 -2%
OWA
45
Oak Wealth Advisors
Illinois
$638K
SRCM
46
Signature Resources Capital Management
California
$622K
QHA
47
Quarry Hill Advisors
Minnesota
$621K -$186K -2,410 -24%
NRWA
48
North Ridge Wealth Advisors
Oregon
$582K
TFM
49
Trademark Financial Management
Minnesota
$492K -$24.8K -321 -5%
HNWA
50
Henrickson Nauta Wealth Advisors
Michigan
$450K -$471K -6,091 -50%

AVSU Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q1 2026, worth a combined $283M — up 30% from $217M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSU positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was MASECO Private Wealth, opening a new position worth an estimated $100M. The largest seller was Clarity Asset Management, cutting an estimated $22.5M.

  • 82 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q1 2026, up from 76 in Q4 2025.
  • Funds reported $283M of Avantis Responsible US Equity ETF stock for Q1 2026, up 30% quarter-over-quarter.
  • 10 funds opened new Avantis Responsible US Equity ETF positions in Q1 2026 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q1 2026 was MASECO Private Wealth, an estimated $100M added.
  • The largest Avantis Responsible US Equity ETF seller in Q1 2026 was Clarity Asset Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2026.