Avantis Responsible US Equity ETF
AVSU
33 hedge funds and large institutions have $59.2M invested in Avantis Responsible US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
35% more capital invested
Capital invested by funds: $44M → $59.2M (+$15.3M)
6% more funds holding
Funds holding: 31 → 33 (+2)
3.77% more ownership
Funds ownership: 33.72% → 37.49% (+3.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$7.65M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.88M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.34M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$509K |
| 5 |
OCM
Orion Capital Management
Coronado,
California
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$2.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$509K |
| 3 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
-$71.7K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$71.6K |
| 5 |
PCM
Passive Capital Management
Baltimore,
Maryland
|
-$38.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $263K | – | – | – |
|
|
KLI
27
Kelman-Lazarov Inc
Memphis,
Tennessee
| $231K | – | – | – |
|
|
TIM
28
Tortoise Investment Management
White Plains,
New York
| $202K | – | – | – |
|
|
RLIM
29
Red Lighthouse Investment Management
New York
| $101K | – | – | – |
|
|
AFS
30
Annapolis Financial Services
Annapolis,
Maryland
| $70.4K | +$6.07K | +124 | +10% |
|
|
EWP
31
Elevation Wealth Partners
Santa Rosa,
California
| $28.6K | +$98 | +2 | +0.4% |
|
32
UBS Group
Zurich,
Switzerland
| $21K | -$734 | -15 | -4% |
|
|
ADL
33
Asset Dedication LLC
San Francisco,
California
| $2K | +$98 | +2 | +7% |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$509K | -10,540 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$71.6K | -1,482 | Closed |
|
AVSU Hedge Fund Activity: Q2 2023 in Review
33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q2 2023, worth a combined $59.2M — up 35% from $44M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AVSU positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $7.65M. The largest seller was Northland Capital Management, cutting an estimated $2.52M.
- 33 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q2 2023, up from 31 in Q1 2023.
- Funds reported $59.2M of Avantis Responsible US Equity ETF stock for Q2 2023, up 35% quarter-over-quarter.
- 4 funds opened new Avantis Responsible US Equity ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Avantis Responsible US Equity ETF buyer in Q2 2023 was Waverly Advisors, an estimated $7.65M added.
- The largest Avantis Responsible US Equity ETF seller in Q2 2023 was Northland Capital Management, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2023.