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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
CCWM
51
Correct Capital Wealth Management
Missouri
$257K – – –
MGIA
52
Moneta Group Investment Advisors
Missouri
$220K -$40.9K -611 -16%
NRWA
53
North Ridge Wealth Advisors
Oregon
$218K – – –
WRPWM
54
Werba Rubin Papier Wealth Management
California
$208K +$211K +3,150 New
PWM
55
Parkworth Wealth Management
California
$142K +$144K +2,147 New
Osaic Holdings
56
Osaic Holdings
Arizona
$142K +$85.5K +1,277 +148%
CW
57
Curio Wealth
Maryland
$140K +$142K +2,115 New
RLIM
58
Red Lighthouse Investment Management
New York
$137K -$18.4K -275 -12%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$102K +$103K +1,540 New
GWM
60
Grand Wealth Management
Michigan
$61.8K – – –
SRCM
61
Signature Resources Capital Management
California
$60.8K – – –
W
62
WealthCollab
Washington
$35.8K – – –
ADL
63
Asset Dedication LLC
California
$25.4K +$1.74K +26 +7%
EWP
64
Elevation Wealth Partners
California
– -$63.6K -975 Closed
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
– -$44K -687 Closed
1 2
3

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.