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Avantis Responsible US Equity ETF

70 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
Holders
70
Holders Change
+8
Holders Change %
+12.9%
% 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
Shares
Change %
PAM
51
Pacific Asset Management
Washington
$305K +$30.7K +493 +11%
AWM
52
Axxcess Wealth Management
California
$293K +$312 +5 +0.1%
PWM
53
Perigon Wealth Management
California
$270K
WRPWM
54
Werba Rubin Papier Wealth Management
California
$245K +$48.9K +784 +25%
CCWM
55
Correct Capital Wealth Management
Missouri
$243K
MGIA
56
Moneta Group Investment Advisors
Missouri
$208K
NRWA
57
North Ridge Wealth Advisors
Oregon
$205K
RLIM
58
Red Lighthouse Investment Management
New York
$143K +$16.2K +264 +13%
CW
59
Curio Wealth
Maryland
$140K -$59M -2,110 -100%
PWM
60
Parkworth Wealth Management
California
$134K +$436 +7 +0.3%
TWD
61
True Wealth Design
Ohio
$105K +$105K +1,685 New
GWM
62
Grand Wealth Management
Michigan
$101K +$43.1K +691 +74%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$96K
EWP
64
Elevation Wealth Partners
California
$61.2K +$61.2K +981 New
Osaic Holdings
65
Osaic Holdings
Arizona
$59.9K -$73.6K -1,180 -55%
SRCM
66
Signature Resources Capital Management
California
$59.8K +$2.49K +40 +4%
W
67
WealthCollab
Washington
$53.6K +$19.8K +318 +59%
ADL
68
Asset Dedication LLC
California
$48.4K +$24.4K +392 +102%
FVIM
69
Fort Vancouver Investment Management
Washington
$23.4K +$23.4K +375 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$14K +$14K +226 New
WP
71
WMS Partners
Maryland
-$1.58M -23,924 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$899K -13,598 Closed
PCM
73
Passive Capital Management
Maryland
-$833K -12,598 Closed