Avantis Responsible US Equity ETF
AVSU
31 hedge funds and large institutions have $44M invested in Avantis Responsible US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
11% more funds holding
Funds holding: 28 → 31 (+3)
28% less capital invested
Capital invested by funds: $61.3M → $44M (-$17.4M)
40.77% less ownership
Funds ownership: 74.49% → 33.72% (-41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$7.15M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$1.59M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.09M |
| 4 |
WA
Wealthstream Advisors
New York
|
+$351K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$27.7M |
| 2 |
VCP
Vista Capital Partners
Portland,
Oregon
|
-$1.87M |
| 3 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$987K |
| 4 |
Goldman Sachs
New York
|
-$261K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RLIM
26
Red Lighthouse Investment Management
New York
| $94.5K | +$960 | +20 | +1% |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $71.6K | – | – | – |
|
|
AFS
28
Annapolis Financial Services
Annapolis,
Maryland
| $59.8K | +$35.1K | +731 | +144% |
|
|
EWP
29
Elevation Wealth Partners
Santa Rosa,
California
| $26.6K | +$26.5K | +551 | New |
|
30
UBS Group
Zurich,
Switzerland
| $20.4K | +$20.3K | +422 | New |
|
|
ADL
31
Asset Dedication LLC
San Francisco,
California
| $2K | +$1.3K | +27 | New |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$27.7M | -605,977 | Closed |
|
|
33
Goldman Sachs
New York
| – | -$261K | -5,716 | Closed |
|
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$241K | -5,270 | Closed |
|
AVSU Hedge Fund Activity: Q1 2023 in Review
31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q1 2023, worth a combined $44M — down 28% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AVSU positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Silicon Hills Wealth Management, adding an estimated $7.15M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $27.7M sold.
- 31 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $44M of Avantis Responsible US Equity ETF stock for Q1 2023, down 28% quarter-over-quarter.
- 6 funds opened new Avantis Responsible US Equity ETF positions in Q1 2023 and 3 closed out, a net change of +3 holders.
- The largest Avantis Responsible US Equity ETF buyer in Q1 2023 was Silicon Hills Wealth Management, an estimated $7.15M added.
- The largest Avantis Responsible US Equity ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $27.7M sold.
Based on aggregated 13F filings for Q1 2023.