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Avantis Responsible US Equity ETF
AVSU

73 hedge funds and large institutions have $200M invested in Avantis Responsible US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

3% more funds holding

Funds holding: 71 → 73 (+2)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

19.91% less ownership

Funds ownership: 66.71% → 46.8% (-20%)

23% less capital invested

Capital invested by funds: $260M → $200M (-$59.8M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
22
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.98M
2
SC
Savant Capital
Illinois
+$2.01M
3
HFA
Highland Financial Advisors
New Jersey
+$1.28M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.26M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
MPW
MASECO Private Wealth
-$84.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$698K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$692K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$600K
5
HWM
HB Wealth Management
Georgia
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
51
Plancorp LLC
Missouri
$386K – – –
SFC
52
Sprinkle Financial Consultants
Colorado
$384K +$570 +8 +0.2%
TWA
53
TCI Wealth Advisors
Arizona
$369K – – –
PAM
54
Pacific Asset Management
Washington
$357K -$3.99K -56 -1%
TH
55
Team Hewins
California
$352K – – –
WRPWM
56
Werba Rubin Papier Wealth Management
California
$307K +$4.2K +59 +1%
Morgan Stanley
57
Morgan Stanley
New York
$299K – – –
QHA
58
Quarry Hill Advisors
Minnesota
$298K -$11.3K -158 -4%
SDWIA
59
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K -$145K -2,034 -34%
CCWM
60
Correct Capital Wealth Management
Missouri
$286K – – –
Jane Street
61
Jane Street
New York
$261K +$252K +3,543 New
MGIA
62
Moneta Group Investment Advisors
Missouri
$245K – – –
CW
63
Curio Wealth
Maryland
$181K +$20.2K +284 +13%
RLIM
64
Red Lighthouse Investment Management
New York
$168K -$14.7K -206 -8%
TWD
65
True Wealth Design
Ohio
$151K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$141K +$37.9K +532 +38%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$113K – – –
EWP
68
Elevation Wealth Partners
California
$74K +$1.57K +22 +2%
GWM
69
Grand Wealth Management
Michigan
$68.7K – – –
W
70
WealthCollab
Washington
$63.2K – – –
FVIM
71
Fort Vancouver Investment Management
Washington
$44.7K – – –
ADL
72
Asset Dedication LLC
California
$30.2K -$64.7K -909 -69%
SIS
73
Sound Income Strategies
Florida
$12.1K +$11.7K +164 New
MPW
74
MASECO Private Wealth
– -$84.3M -1,230,145 Closed
AWM
75
Axxcess Wealth Management
California
– -$323K -4,708 Closed
1 2
3

AVSU Hedge Fund Activity: Q3 2025 in Review

73 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q3 2025, worth a combined $200M — down 23% from $260M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVSU positions and 2 closed out — a net gain of 5 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $7.98M. The largest seller was MASECO Private Wealth, exiting entirely with an estimated $84.3M sold.

  • 73 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $200M of Avantis Responsible US Equity ETF stock for Q3 2025, down 23% quarter-over-quarter.
  • 7 funds opened new Avantis Responsible US Equity ETF positions in Q3 2025 and 2 closed out, a net change of +5 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $7.98M added.
  • The largest Avantis Responsible US Equity ETF seller in Q3 2025 was MASECO Private Wealth, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2025.