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Avantis Responsible US Equity ETF
AVSU

41 hedge funds and large institutions have $91.3M invested in Avantis Responsible US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

48% more capital invested

Capital invested by funds: $61.8M → $91.3M (+$29.6M)

28% more funds holding

Funds holding: 32 → 41 (+9)

7.47% more ownership

Funds ownership: 35.2% → 42.67% (+7.5%)

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWA
Trellis Wealth Advisors
California
+$1.46M
2
Citadel Advisors
Citadel Advisors
Florida
+$749K
3
Goldman Sachs
Goldman Sachs
New York
+$678K
4
MWM
Merriman Wealth Management
Washington
+$556K
5
JP Morgan Chase
JP Morgan Chase
New York
+$534K

Top Sellers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
-$487K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$272K
3
WCWM
Willow Creek Wealth Management
California
-$164K
4
VCP
Vista Capital Partners
Oregon
-$130K
5
JSW
Journey Strategic Wealth
New Jersey
-$77.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$513K +$471K +9,129 New
OCM
27
Orion Capital Management
California
$463K – – –
TWA
28
TCI Wealth Advisors
Arizona
$338K -$10.9K -211 -3%
FWM
29
FMB Wealth Management
California
$338K – – –
PL
30
Plancorp LLC
Missouri
$295K – – –
QHA
31
Quarry Hill Advisors
Minnesota
$244K +$224K +4,334 New
KLI
32
Kelman-Lazarov Inc
Tennessee
$225K +$207K +4,006 New
TIM
33
Tortoise Investment Management
New York
$220K – – –
RLIM
34
Red Lighthouse Investment Management
New York
$131K +$15.8K +305 +15%
AFS
35
Annapolis Financial Services
Maryland
$79.7K +$2.89K +56 +4%
SRCM
36
Signature Resources Capital Management
California
$59.3K +$54.5K +1,055 New
GWM
37
Grand Wealth Management
Michigan
$52.5K +$48.2K +934 New
EWP
38
Elevation Wealth Partners
California
$47.7K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$45.4K – – –
W
40
WealthCollab
Washington
$30.5K +$28K +543 New
ADL
41
Asset Dedication LLC
California
$18K +$13.5K +262 +380%
UBS Group
42
UBS Group
Switzerland
– -$793 -16 Closed
1
2

AVSU Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2023, worth a combined $91.3M — up 48% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVSU positions and 1 closed out — a net gain of 10 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Trellis Wealth Advisors, adding an estimated $1.46M. The largest seller was Waverly Advisors, cutting an estimated $487K.

  • 41 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $91.3M of Avantis Responsible US Equity ETF stock for Q4 2023, up 48% quarter-over-quarter.
  • 11 funds opened new Avantis Responsible US Equity ETF positions in Q4 2023 and 1 closed out, a net change of +10 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q4 2023 was Trellis Wealth Advisors, an estimated $1.46M added.
  • The largest Avantis Responsible US Equity ETF seller in Q4 2023 was Waverly Advisors, an estimated $487K sold.

Based on aggregated 13F filings for Q4 2023.