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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
TWA
51
TCI Wealth Advisors
Arizona
$313K -$10.5K -158 -3%
PAM
52
Pacific Asset Management
Washington
$305K +$32.6K +493 +11%
AWM
53
Axxcess Wealth Management
California
$293K +$331 +5 +0.1%
PWM
54
Perigon Wealth Management
California
$270K
WRPWM
55
Werba Rubin Papier Wealth Management
California
$245K +$51.9K +784 +25%
CCWM
56
Correct Capital Wealth Management
Missouri
$243K
MGIA
57
Moneta Group Investment Advisors
Missouri
$208K
NRWA
58
North Ridge Wealth Advisors
Oregon
$205K
RLIM
59
Red Lighthouse Investment Management
New York
$143K +$17.5K +264 +13%
CW
60
Curio Wealth
Maryland
$140K -$140K -2,110 -100%
PWM
61
Parkworth Wealth Management
California
$134K +$464 +7 +0.3%
TWD
62
True Wealth Design
Ohio
$105K +$112K +1,685 New
GWM
63
Grand Wealth Management
Michigan
$101K +$45.8K +691 +74%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$96K
EWP
65
Elevation Wealth Partners
California
$61.2K +$65K +981 New
Osaic Holdings
66
Osaic Holdings
Arizona
$59.9K -$78.1K -1,180 -55%
SRCM
67
Signature Resources Capital Management
California
$59.8K +$2.65K +40 +4%
W
68
WealthCollab
Washington
$53.6K +$21.1K +318 +59%
ADL
69
Asset Dedication LLC
California
$48.4K +$26K +392 +102%
FVIM
70
Fort Vancouver Investment Management
Washington
$23.4K +$24.8K +375 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$14K +$15K +226 New
WP
72
WMS Partners
Maryland
-$1.58M -23,924 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$899K -13,598 Closed
PCM
74
Passive Capital Management
Maryland
-$833K -12,598 Closed

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.