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Avantis Responsible US Equity ETF
AVSU

63 hedge funds and large institutions have $142M invested in Avantis Responsible US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

15% more funds holding

Funds holding: 55 → 63 (+8)

11% more capital invested

Capital invested by funds: $127M → $142M (+$14.4M)

1.61% more ownership

Funds ownership: 42.16% → 43.76% (+1.6%)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
10
Increased
25
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$3.04M
2
TFM
Trademark Financial Management
Minnesota
+$1.17M
3
Morgan Stanley
Morgan Stanley
New York
+$973K
4
Citadel Advisors
Citadel Advisors
Florida
+$819K
5
WA
Wealthstream Advisors
New York
+$687K

Top Sellers

Rank Fund Capital Flow
1
NCM
Northland Capital Management
Minnesota
-$781K
2
CAM
Clarity Asset Management
Iowa
-$634K
3
LPL Financial
LPL Financial
California
-$449K
4
HighTower Advisors
HighTower Advisors
Illinois
-$99K
5
PP
PrairieView Partners
Minnesota
-$78K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$951K -$449K -6,708 -32%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$899K +$320K +4,775 +54%
PCM
28
Passive Capital Management
Maryland
$833K +$62.4K +931 +8%
HIGP
29
Hill Investment Group Partners
Missouri
$832K +$230K +3,437 +38%
Citadel Advisors
30
Citadel Advisors
Florida
$808K +$819K +12,227 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$764K +$125K +1,871 +19%
Truist Financial
32
Truist Financial
North Carolina
$764K +$125K +1,871 +19%
KLI
33
Kelman-Lazarov Inc
Tennessee
$710K +$50.6K +756 +8%
LA
34
LexAurum Advisors
Kansas
$693K +$31.7K +473 +5%
AAS
35
Avantax Advisory Services
Texas
$691K -$1K -15 -0.1%
BEW
36
Burton Enright Welch
California
$663K – – –
FA
37
Financial Advisors
Massachusetts
$635K – – –
OWA
38
Oak Wealth Advisors
Illinois
$592K +$600K +8,958 New
OCM
39
Orion Capital Management
California
$545K – – –
BL
40
BFSG LLC
California
$540K +$159K +2,377 +41%
AFG
41
ABLE Financial Group
Arizona
$423K +$33.4K +499 +8%
FWM
42
FMB Wealth Management
California
$397K – – –
SDWIA
43
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$365K +$137K +2,049 +59%
PL
44
Plancorp LLC
Missouri
$347K – – –
SFC
45
Sprinkle Financial Consultants
Colorado
$343K +$670 +10 +0.2%
TWA
46
TCI Wealth Advisors
Arizona
$342K – – –
TIM
47
Tortoise Investment Management
New York
$313K +$20.1K +300 +7%
AWM
48
Axxcess Wealth Management
California
$311K +$402 +6 +0.1%
PAM
49
Pacific Asset Management
Washington
$291K +$295K +4,402 New
PWM
50
Perigon Wealth Management
California
$291K +$62.6K +935 +28%
1
2
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AVSU Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2024, worth a combined $142M — up 11% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSU positions and 2 closed out — a net gain of 8 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Mariner, adding an estimated $3.04M. The largest seller was Northland Capital Management, cutting an estimated $781K.

  • 63 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $142M of Avantis Responsible US Equity ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 10 funds opened new Avantis Responsible US Equity ETF positions in Q4 2024 and 2 closed out, a net change of +8 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q4 2024 was Mariner, an estimated $3.04M added.
  • The largest Avantis Responsible US Equity ETF seller in Q4 2024 was Northland Capital Management, an estimated $781K sold.

Based on aggregated 13F filings for Q4 2024.