Avantis Responsible US Equity ETF
AVSU
55 hedge funds and large institutions have $127M invested in Avantis Responsible US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more capital invested
Capital invested by funds: $117M → $127M (+$10.5M)
2% more funds holding
Funds holding: 54 → 55 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.66% less ownership
Funds ownership: 42.81% → 42.16% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Clarity Asset Management
Ames,
Iowa
|
+$1.92M |
| 2 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$861K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$692K |
| 4 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$604K |
| 5 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 2 |
JP Morgan Chase
New York
|
-$593K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$533K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$159K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$121K |
AVSU Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q3 2024, worth a combined $127M — up 9% from $117M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AVSU positions and 3 closed out — a net gain of 1 holder — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Clarity Asset Management, adding an estimated $1.92M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.25M sold.
- 55 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q3 2024, up from 54 in Q2 2024.
- Funds reported $127M of Avantis Responsible US Equity ETF stock for Q3 2024, up 9% quarter-over-quarter.
- 4 funds opened new Avantis Responsible US Equity ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest Avantis Responsible US Equity ETF buyer in Q3 2024 was Clarity Asset Management, an estimated $1.92M added.
- The largest Avantis Responsible US Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2024.