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Avantis Responsible US Equity ETF
AVSU

Overview Fund Activity

70 hedge funds and large institutions have $151M invested in Avantis Responsible US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
31
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.6M
3
Raymond James Financial
3
Raymond James Financial
Florida
$6.49M
4
CAM
4
Clarity Asset Management
Iowa
$28.2M
5
HWM
5
HB Wealth Management
Georgia
$1.5M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$140K
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$7.02M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PCM
4
Passive Capital Management
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
QHA
26
Quarry Hill Advisors
Minnesota
$1.02M +$93.4K +1,497 +10%
JSW
27
Journey Strategic Wealth
New Jersey
$966K -$37.1K -595 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$922K +$159K +2,556 +21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$906K +$186K +2,976 +26%
HIGP
30
Hill Investment Group Partners
Missouri
$859K +$74.8K +1,200 +10%
Truist Financial
31
Truist Financial
North Carolina
$848K +$127K +2,040 +18%
BL
32
BFSG LLC
California
$751K +$242K +3,874 +47%
KLI
33
Kelman-Lazarov Inc
Tennessee
$700K +$30.6K +491 +5%
LA
34
LexAurum Advisors
Kansas
$690K +$36.2K +581 +6%
EFP
35
EnRich Financial Partners
Wisconsin
$673K +$673K +10,792 New
FA
36
Financial Advisors
Massachusetts
$599K – – –
OWA
37
Oak Wealth Advisors
Illinois
$565K +$6.24K +100 +1%
OCM
38
Orion Capital Management
California
$559K +$45.6K +732 +9%
Jane Street
39
Jane Street
New York
$468K +$468K +7,512 New
BA
40
Bridgewater Advisors
New York
$463K +$463K +7,529 New
AAS
41
Avantax Advisory Services
Texas
$430K -$222K -3,554 -34%
AAM
42
Austin Asset Management
Texas
$404K +$404K +6,485 New
AFG
43
ABLE Financial Group
Arizona
$394K -$4.8K -77 -1%
FWM
44
FMB Wealth Management
California
$384K +$9.73K +156 +3%
SDWIA
45
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$368K +$23.3K +373 +7%
TIM
46
Tortoise Investment Management
New York
$332K +$36.8K +590 +12%
Morgan Stanley
47
Morgan Stanley
New York
$329K -$577K -9,255 -64%
PL
48
Plancorp LLC
Missouri
$327K – – –
SFC
49
Sprinkle Financial Consultants
Colorado
$324K +$499 +8 +0.2%
TWA
50
TCI Wealth Advisors
Arizona
$313K -$9.85K -158 -3%
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