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Avantis Responsible US Equity ETF

47 hedge funds and large institutions have $99.4M invested in Avantis Responsible US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

15% more funds holding

Funds holding: 4147 (+6)

9% more capital invested

Capital invested by funds: $91.3M → $99.4M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.57% less ownership

Funds ownership: 42.67%39.1% (-3.6%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$590K -$42.9K -736 -7%
Truist Financial
27
Truist Financial
North Carolina
$586K +$564K +9,684 New
OCM
28
Orion Capital Management
California
$506K
BCI
29
Brinker Capital Investments
Pennsylvania
$475K +$450K +7,730 New
OPS
30
Orion Portfolio Solutions
Nebraska
$475K +$450K +7,730 New
FWM
31
FMB Wealth Management
California
$369K
PL
32
Plancorp LLC
Missouri
$322K
TWA
33
TCI Wealth Advisors
Arizona
$318K -$49.1K -843 -14%
QHA
34
Quarry Hill Advisors
Minnesota
$264K -$1.92K -33 -0.8%
LA
35
LexAurum Advisors
Kansas
$248K +$235K +4,034 New
KLI
36
Kelman-Lazarov Inc
Tennessee
$246K
TIM
37
Tortoise Investment Management
New York
$240K
NRWA
38
North Ridge Wealth Advisors
Oregon
$222K +$210K +3,607 New
SFC
39
Sprinkle Financial Consultants
Colorado
$203K +$192K +3,302 New
RLIM
40
Red Lighthouse Investment Management
New York
$143K
BL
41
BFSG LLC
California
$79.9K +$75.8K +1,300 New
EWP
42
Elevation Wealth Partners
California
$59.5K +$350 +6 +0.6%
SRCM
43
Signature Resources Capital Management
California
$59.3K
GWM
44
Grand Wealth Management
Michigan
$57.4K
Osaic Holdings
45
Osaic Holdings
Arizona
$49.6K
W
46
WealthCollab
Washington
$33.4K
ADL
47
Asset Dedication LLC
California
$21K +$816 +14 +4%
Citadel Advisors
48
Citadel Advisors
Florida
-$814K -14,494 Closed
Goldman Sachs
49
Goldman Sachs
New York
-$738K -13,136 Closed
AFS
50
Annapolis Financial Services
Maryland
-$79.7K -1,419 Closed

AVSU Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q1 2024, worth a combined $99.4M — up 8.8% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVSU positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Clarity Asset Management, adding an estimated $3.47M. The largest seller was Corient Private Wealth, cutting an estimated $7.14M.

  • 47 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $99.4M of Avantis Responsible US Equity ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 9 funds opened new Avantis Responsible US Equity ETF positions in Q1 2024 and 3 closed out, a net change of +6 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $3.47M added.
  • The largest Avantis Responsible US Equity ETF seller in Q1 2024 was Corient Private Wealth, an estimated $7.14M sold.

Based on aggregated 13F filings for Q1 2024.