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Avantis Responsible US Equity ETF

71 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

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

13% more funds holding

Funds holding: 6371 (+8)

7% more capital invested

Capital invested by funds: $142M → $151M (+$9.85M)

2.17% more ownership

Funds ownership: 43.76%45.93% (+2.2%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
QHA
26
Quarry Hill Advisors
Minnesota
$1.02M +$99.1K +1,497 +10%
JSW
27
Journey Strategic Wealth
New Jersey
$966K -$39.4K -595 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$922K +$169K +2,556 +21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$906K +$197K +2,976 +26%
HIGP
30
Hill Investment Group Partners
Missouri
$859K +$79.5K +1,200 +10%
Truist Financial
31
Truist Financial
North Carolina
$848K +$135K +2,040 +18%
BL
32
BFSG LLC
California
$751K +$257K +3,874 +47%
KLI
33
Kelman-Lazarov Inc
Tennessee
$700K +$32.5K +491 +5%
LA
34
LexAurum Advisors
Kansas
$690K +$38.5K +581 +6%
EFP
35
EnRich Financial Partners
Wisconsin
$673K +$715K +10,792 New
BEW
36
Burton Enright Welch
California
$626K
FA
37
Financial Advisors
Massachusetts
$599K
OWA
38
Oak Wealth Advisors
Illinois
$565K +$6.62K +100 +1%
OCM
39
Orion Capital Management
California
$559K +$48.5K +732 +9%
Jane Street
40
Jane Street
New York
$468K +$497K +7,512 New
BA
41
Bridgewater Advisors
New York
$463K +$499K +7,529 New
AAS
42
Avantax Advisory Services
Texas
$430K -$235K -3,554 -34%
AAM
43
Austin Asset Management
Texas
$404K +$429K +6,485 New
AFG
44
ABLE Financial Group
Arizona
$394K -$5.1K -77 -1%
FWM
45
FMB Wealth Management
California
$384K +$10.3K +156 +3%
SDWIA
46
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$368K +$24.7K +373 +7%
TIM
47
Tortoise Investment Management
New York
$332K +$39.1K +590 +12%
Morgan Stanley
48
Morgan Stanley
New York
$329K -$613K -9,255 -64%
PL
49
Plancorp LLC
Missouri
$327K
SFC
50
Sprinkle Financial Consultants
Colorado
$324K +$530 +8 +0.2%

AVSU Hedge Fund Activity: Q1 2025 in Review

71 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q1 2025, worth a combined $151M — up 7% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AVSU positions and 3 closed out — a net gain of 9 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $21.6M. The largest seller was Corient Private Wealth, cutting an estimated $3.33M.

  • 71 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $151M of Avantis Responsible US Equity ETF stock for Q1 2025, up 7% quarter-over-quarter.
  • 12 funds opened new Avantis Responsible US Equity ETF positions in Q1 2025 and 3 closed out, a net change of +9 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $21.6M added.
  • The largest Avantis Responsible US Equity ETF seller in Q1 2025 was Corient Private Wealth, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2025.