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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
+$7.43M
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
+$1.63M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$6.49M
2
CAM
Clarity Asset Management
Iowa
-$1.9M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$1.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$922K
5
QHA
Quarry Hill Advisors
Minnesota
-$832K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
51
Pacific Asset Management
Washington
$337K +$960 +14 +0.3%
TH
52
Team Hewins
California
$328K +$328K +4,785 New
AWM
53
Axxcess Wealth Management
California
$323K +$343 +5 +0.1%
QHA
54
Quarry Hill Advisors
Minnesota
$288K -$832K -12,134 -74%
WRPWM
55
Werba Rubin Papier Wealth Management
California
$282K +$12K +175 +4%
Morgan Stanley
56
Morgan Stanley
New York
$279K -$83.4K -1,216 -23%
CCWM
57
Correct Capital Wealth Management
Missouri
$267K – – –
MGIA
58
Moneta Group Investment Advisors
Missouri
$228K – – –
RLIM
59
Red Lighthouse Investment Management
New York
$171K +$10.9K +159 +7%
CW
60
Curio Wealth
Maryland
$149K +$149K +2,169 +43,380%
PWM
61
Parkworth Wealth Management
California
$148K +$412 +6 +0.3%
TWD
62
True Wealth Design
Ohio
$141K +$25.7K +374 +22%
Osaic Holdings
63
Osaic Holdings
Arizona
$139K +$74.2K +1,096 +114%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
ADL
65
Asset Dedication LLC
California
$90.6K +$37.3K +544 +70%
EWP
66
Elevation Wealth Partners
California
$67.5K +$206 +3 +0.3%
SRCM
67
Signature Resources Capital Management
California
$65.8K – – –
GWM
68
Grand Wealth Management
Michigan
$64.1K -$47.4K -691 -43%
W
69
WealthCollab
Washington
$58.9K – – –
FVIM
70
Fort Vancouver Investment Management
Washington
$41.6K +$15.9K +232 +62%
Raymond James Financial
71
Raymond James Financial
Florida
– -$6.49M -104,070 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$922K -14,783 Closed
Jane Street
73
Jane Street
New York
– -$468K -7,512 Closed
PWM
74
Perigon Wealth Management
California
– -$270K -4,325 Closed
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
– -$14K -226 Closed
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