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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.

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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$590K 9,600 -736 -7%
Truist Financial
27
Truist Financial
North Carolina
$586K 9,684 +9,684 New
OCM
28
Orion Capital Management
California
$506K 8,240
BCI
29
Brinker Capital Investments
Pennsylvania
$475K 7,730 +7,730 New
OPS
30
Orion Portfolio Solutions
Nebraska
$475K 7,730 +7,730 New
FWM
31
FMB Wealth Management
California
$369K 6,007
PL
32
Plancorp LLC
Missouri
$322K 5,250
TWA
33
TCI Wealth Advisors
Arizona
$318K 5,175 -843 -14%
QHA
34
Quarry Hill Advisors
Minnesota
$264K 4,301 -33 -0.8%
LA
35
LexAurum Advisors
Kansas
$248K 4,034 +4,034 New
KLI
36
Kelman-Lazarov Inc
Tennessee
$246K 4,006
TIM
37
Tortoise Investment Management
New York
$240K 3,910
NRWA
38
North Ridge Wealth Advisors
Oregon
$222K 3,607 +3,607 New
SFC
39
Sprinkle Financial Consultants
Colorado
$203K 3,302 +3,302 New
RLIM
40
Red Lighthouse Investment Management
New York
$143K 2,331
BL
41
BFSG LLC
California
$79.9K 1,300 +1,300 New
EWP
42
Elevation Wealth Partners
California
$59.5K 968 +6 +0.6%
SRCM
43
Signature Resources Capital Management
California
$59.3K 1,055
GWM
44
Grand Wealth Management
Michigan
$57.4K 934
Osaic Holdings
45
Osaic Holdings
Arizona
$49.6K 808
W
46
WealthCollab
Washington
$33.4K 543
ADL
47
Asset Dedication LLC
California
$21K 345 +14 +4%
Citadel Advisors
48
Citadel Advisors
Florida
-14,494 Closed
Goldman Sachs
49
Goldman Sachs
New York
-13,136 Closed
AFS
50
Annapolis Financial Services
Maryland
-1,419 Closed