Avantis Responsible US Equity ETF
AVSU
28 hedge funds and large institutions have $61.3M invested in Avantis Responsible US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
222% more capital invested
Capital invested by funds: $19.1M → $61.3M (+$42.3M)
155% more funds holding
Funds holding: 11 → 28 (+17)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
26.22% more ownership
Funds ownership: 48.27% → 74.49% (+26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$27.9M |
| 2 |
VCP
Vista Capital Partners
Portland,
Oregon
|
+$2.9M |
| 3 |
AC
AWM Capital
Phoenix,
Arizona
|
+$1.51M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.29M |
| 5 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$742K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
-$1.69M |
| 2 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$460K |
| 3 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$370K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$120K |
AVSU Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2022, worth a combined $61.3M — up 222% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AVSU positions and 1 closed out — a net gain of 18 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $27.9M. The largest seller was Willow Creek Wealth Management, cutting an estimated $1.69M.
- 28 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $61.3M of Avantis Responsible US Equity ETF stock for Q4 2022, up 222% quarter-over-quarter.
- 19 funds opened new Avantis Responsible US Equity ETF positions in Q4 2022 and 1 closed out, a net change of +18 holders.
- The largest Avantis Responsible US Equity ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $27.9M added.
- The largest Avantis Responsible US Equity ETF seller in Q4 2022 was Willow Creek Wealth Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2022.