Avantis Responsible US Equity ETF
AVSU
32 hedge funds and large institutions have $61.8M invested in Avantis Responsible US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
4% more capital invested
Capital invested by funds: $59.2M → $61.8M (+$2.53M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2.29% less ownership
Funds ownership: 37.49% → 35.2% (-2.3%)
3% less funds holding
Funds holding: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$11.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.05M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$2.07M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.13M |
| 5 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.08M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.41M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$913K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$407K |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
26
Tortoise Investment Management
White Plains,
New York
| $194K | – | – | – |
|
|
RLIM
27
Red Lighthouse Investment Management
New York
| $100K | +$3.57K | +69 | +4% |
|
|
AFS
28
Annapolis Financial Services
Annapolis,
Maryland
| $67.6K | – | – | – |
|
|
EWP
29
Elevation Wealth Partners
Santa Rosa,
California
| $47.7K | +$21.1K | +409 | +74% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $40K | -$223K | -4,315 | -84% |
|
|
ADL
31
Asset Dedication LLC
San Francisco,
California
| $3K | +$2.07K | +40 | +138% |
|
32
UBS Group
Zurich,
Switzerland
| $793 | -$20.2K | -391 | -96% |
|
|
FTUS
33
Flow Traders U.S.
New York
| – | -$1.41M | -27,345 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$913K | -17,676 | Closed |
|
|
KLI
35
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$231K | -4,470 | Closed |
|
AVSU Hedge Fund Activity: Q3 2023 in Review
32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q3 2023, worth a combined $61.8M — up 4.3% from $59.2M a quarter earlier.
Fund positioning in AVSU was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $11.1M. The largest seller was HighTower Advisors, cutting an estimated $2.08M.
- 32 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q3 2023, down from 33 in Q2 2023.
- Funds reported $61.8M of Avantis Responsible US Equity ETF stock for Q3 2023, up 4.3% quarter-over-quarter.
- 3 funds opened new Avantis Responsible US Equity ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest Avantis Responsible US Equity ETF buyer in Q3 2023 was Merriman Wealth Management, an estimated $11.1M added.
- The largest Avantis Responsible US Equity ETF seller in Q3 2023 was HighTower Advisors, an estimated $2.08M sold.
Based on aggregated 13F filings for Q3 2023.