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Avantis Responsible US Equity ETF
AVSU

76 hedge funds and large institutions have $217M invested in Avantis Responsible US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $200M → $217M (+$17.3M)

4% more funds holding

Funds holding: 73 → 76 (+3)

2.16% more ownership

Funds ownership: 46.8% → 48.96% (+2.2%)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
0.92%
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
32
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.21M
2
GA
Greenspring Advisors
Maryland
+$3.16M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.03M
4
Citadel Advisors
Citadel Advisors
Florida
+$2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$660K

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$3.82M
2
TFM
Trademark Financial Management
Minnesota
-$2.91M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$526K
5
LAMNM
Longview Asset Management (New Mexico)
New Mexico
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
26
Diversified Portfolios Inc
Michigan
$1.63M – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.58M +$106K +1,420 +7%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.53M +$205K +2,743 +16%
BL
29
BFSG LLC
California
$1.5M +$180K +2,404 +14%
KLI
30
Kelman-Lazarov Inc
Tennessee
$1.49M +$564K +7,540 +63%
BEW
31
Burton Enright Welch
California
$1.42M +$645K +8,623 +86%
VCP
32
Vista Capital Partners
Oregon
$1.39M – – –
BA
33
Bridgewater Advisors
New York
$1.21M +$192K +2,567 +20%
FPI
34
Financial Plan Inc
Washington
$1.06M +$1.04M +13,880 New
PCM
35
Passive Capital Management
Maryland
$1.03M +$20.2K +270 +2%
JSW
36
Journey Strategic Wealth
New Jersey
$1.01M -$184K -2,458 -16%
HNWA
37
Henrickson Nauta Wealth Advisors
Michigan
$953K +$456K +6,091 +100%
AFG
38
ABLE Financial Group
Arizona
$872K +$39.7K +531 +5%
FWM
39
FMB Wealth Management
California
$859K – – –
FPAS
40
Focus Partners Advisor Solutions
Missouri
$837K -$237K -3,168 -22%
QHA
41
Quarry Hill Advisors
Minnesota
$764K +$447K +5,972 +148%
EFP
42
EnRich Financial Partners
Wisconsin
$703K -$11.2K -150 -2%
OCM
43
Orion Capital Management
California
$699K – – –
OWA
44
Oak Wealth Advisors
Illinois
$659K -$31.7K -423 -5%
SRCM
45
Signature Resources Capital Management
California
$642K +$137K +1,826 +28%
Morgan Stanley
46
Morgan Stanley
New York
$639K +$322K +4,305 +106%
TM
47
Torren Management
California
$623K +$611K +8,161 New
NRWA
48
North Ridge Wealth Advisors
Oregon
$600K -$23.7K -316 -4%
KAS
49
Kestra Advisory Services
Texas
$592K +$581K +7,758 New
TFM
50
Trademark Financial Management
Minnesota
$532K -$2.91M -38,903 -85%
1
2
3 4

AVSU Hedge Fund Activity: Q4 2025 in Review

76 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2025, worth a combined $217M — up 8.7% from $200M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSU positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $7.21M. The largest seller was Mariner, cutting an estimated $3.82M.

  • 76 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2025, up from 73 in Q3 2025.
  • Funds reported $217M of Avantis Responsible US Equity ETF stock for Q4 2025, up 8.7% quarter-over-quarter.
  • 10 funds opened new Avantis Responsible US Equity ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $7.21M added.
  • The largest Avantis Responsible US Equity ETF seller in Q4 2025 was Mariner, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2025.