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Avantis Responsible US Equity ETF
AVSU

Overview Fund Activity

70 hedge funds and large institutions have $259M invested in Avantis Responsible US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
6
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$9.01M
2
AG
AlTi Global
New York
$3.47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.9M
4
WCWM
Willow Creek Wealth Management
California
$6.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.52M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$0
2
CAM
Clarity Asset Management
Iowa
$29.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.53M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
QHA
Quarry Hill Advisors
Minnesota
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
26
Diversified Portfolios Inc
Michigan
$1.49M -$10.4K -152 -0.7%
VCP
27
Vista Capital Partners
Oregon
$1.34M -$1.65K -24 -0.1%
HIGP
28
Hill Investment Group Partners
Missouri
$1.16M +$213K +3,108 +23%
JSW
29
Journey Strategic Wealth
New Jersey
$1.09M +$26.7K +389 +3%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.08M -$164K -2,397 -13%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$957K +$957K +13,957 New
BL
32
BFSG LLC
California
$928K +$101K +1,479 +12%
FWM
33
FMB Wealth Management
California
$763K +$340K +4,955 +80%
LA
34
LexAurum Advisors
Kansas
$755K -$4.12K -60 -0.5%
AFG
35
ABLE Financial Group
Arizona
$753K +$320K +4,662 +74%
BA
36
Bridgewater Advisors
New York
$751K +$222K +3,159 +42%
KLI
37
Kelman-Lazarov Inc
Tennessee
$744K -$27K -394 -4%
FA
38
Financial Advisors
Massachusetts
$659K – – –
EFP
39
EnRich Financial Partners
Wisconsin
$648K -$92.2K -1,344 -12%
OCM
40
Orion Capital Management
California
$628K +$12.6K +184 +2%
OWA
41
Oak Wealth Advisors
Illinois
$621K – – –
NRWA
42
North Ridge Wealth Advisors
Oregon
$563K +$337K +4,910 +149%
AAM
43
Austin Asset Management
Texas
$445K – – –
AAS
44
Avantax Advisory Services
Texas
$429K -$44.2K -644 -9%
SDWIA
45
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$411K +$6.31K +92 +2%
HNWA
46
Henrickson Nauta Wealth Advisors
Michigan
$405K +$405K +5,900 New
TIM
47
Tortoise Investment Management
New York
$365K – – –
PL
48
Plancorp LLC
Missouri
$360K – – –
SFC
49
Sprinkle Financial Consultants
Colorado
$357K +$686 +10 +0.2%
TWA
50
TCI Wealth Advisors
Arizona
$344K – – –
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