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Avantis Responsible US Equity ETF
AVSU

54 hedge funds and large institutions have $117M invested in Avantis Responsible US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $99.4M → $117M (+$17.2M)

15% more funds holding

Funds holding: 47 → 54 (+7)

3.71% more ownership

Funds ownership: 39.1% → 42.81% (+3.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
24
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.36M
2
CAM
Clarity Asset Management
Iowa
+$1.79M
3
HFA
Highland Financial Advisors
New Jersey
+$1.25M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.22M
5
BCI
Brinker Capital Investments
Pennsylvania
+$948K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$947K
2
NCM
Northland Capital Management
Minnesota
-$651K
3
HIGP
Hill Investment Group Partners
Missouri
-$346K
4
Mariner
Mariner
Kansas
-$253K
5
WA
Waverly Advisors
Alabama
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$701K -$947K -15,699 -58%
AAS
27
Avantax Advisory Services
Texas
$641K -$14.6K -242 -2%
BEW
28
Burton Enright Welch
California
$619K +$605K +10,032 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$598K – – –
Truist Financial
30
Truist Financial
North Carolina
$598K – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$593K – – –
HIGP
32
Hill Investment Group Partners
Missouri
$579K -$346K -5,738 -39%
KLI
33
Kelman-Lazarov Inc
Tennessee
$546K +$292K +4,842 +121%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$533K +$521K +8,631 New
OCM
35
Orion Capital Management
California
$509K – – –
FWM
36
FMB Wealth Management
California
$371K – – –
AFG
37
ABLE Financial Group
Arizona
$362K +$354K +5,866 New
PL
38
Plancorp LLC
Missouri
$324K – – –
TWA
39
TCI Wealth Advisors
Arizona
$320K – – –
SFC
40
Sprinkle Financial Consultants
Colorado
$319K +$112K +1,865 +56%
LA
41
LexAurum Advisors
Kansas
$271K +$21.1K +350 +9%
BL
42
BFSG LLC
California
$248K +$164K +2,719 +209%
MGIA
43
Moneta Group Investment Advisors
Missouri
$246K +$240K +3,985 New
TIM
44
Tortoise Investment Management
New York
$241K – – –
AWM
45
Axxcess Wealth Management
California
$228K +$222K +3,685 New
NRWA
46
North Ridge Wealth Advisors
Oregon
$223K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$172K +$119K +1,978 +245%
RLIM
48
Red Lighthouse Investment Management
New York
$145K +$663 +11 +0.5%
EWP
49
Elevation Wealth Partners
California
$60K +$181 +3 +0.3%
GWM
50
Grand Wealth Management
Michigan
$57.7K – – –
1
2
3

AVSU Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q2 2024, worth a combined $117M — up 17% from $99.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVSU positions and 0 closed out — a net gain of 7 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $7.36M. The largest seller was Susquehanna International Group, cutting an estimated $947K.

  • 54 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $117M of Avantis Responsible US Equity ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 7 funds opened new Avantis Responsible US Equity ETF positions in Q2 2024 and 0 closed out, a net change of +7 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q2 2024 was Corient Private Wealth, an estimated $7.36M added.
  • The largest Avantis Responsible US Equity ETF seller in Q2 2024 was Susquehanna International Group, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2024.