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Avantis Responsible US Equity ETF
AVSU

11 hedge funds and large institutions have $19.1M invested in Avantis Responsible US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

245% more capital invested

Capital invested by funds: $5.53M → $19.1M (+$13.5M)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

38% more funds holding

Funds holding: 8 → 11 (+3)

10.53% more ownership

Funds ownership: 37.74% → 48.27% (+11%)

Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
Northland Capital Management
Minnesota
+$7.24M
2
WCWM
Willow Creek Wealth Management
California
+$3.25M
3
HFA
Highland Financial Advisors
New Jersey
+$2.56M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.28M
5
DPI
Diversified Portfolios Inc
Michigan
+$1.13M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.78M
2
UBS Group
UBS Group
Switzerland
-$40K
3
CL
CPWM LLC
Washington
-$20.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1
Northland Capital Management
Minnesota
$6.55M +$7.24M +154,289 New
WCWM
2
Willow Creek Wealth Management
California
$3.92M +$3.25M +69,309 +302%
HFA
3
Highland Financial Advisors
New Jersey
$2.31M +$2.56M +54,456 New
HighTower Advisors
4
HighTower Advisors
Illinois
$2.28M +$1.28M +27,201 +103%
DPI
5
Diversified Portfolios Inc
Michigan
$1.02M +$1.13M +24,010 New
MWM
6
Merriman Wealth Management
Washington
$807K +$892K +19,003 New
CL
7
CPWM LLC
Washington
$794K -$20.5K -436 -2%
NL
8
NWAM LLC
Washington
$460K +$59.4K +1,265 +13%
Citadel Advisors
9
Citadel Advisors
Florida
$411K +$454K +9,670 New
PP
10
PrairieView Partners
Minnesota
$348K +$270K +5,754 +237%
TIM
11
Tortoise Investment Management
New York
$166K +$37.6K +800 +26%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
– -$1.78M -40,045 Closed
UBS Group
13
UBS Group
Switzerland
– -$40K -898 Closed

AVSU Hedge Fund Activity: Q3 2022 in Review

11 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q3 2022, worth a combined $19.1M — up 245% from $5.53M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AVSU positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Northland Capital Management, opening a new position worth an estimated $7.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.78M sold.

  • 11 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q3 2022, up from 8 in Q2 2022.
  • Funds reported $19.1M of Avantis Responsible US Equity ETF stock for Q3 2022, up 245% quarter-over-quarter.
  • 5 funds opened new Avantis Responsible US Equity ETF positions in Q3 2022 and 2 closed out, a net change of +3 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q3 2022 was Northland Capital Management, an estimated $7.24M added.
  • The largest Avantis Responsible US Equity ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2022.