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Avantis Responsible US Equity ETF
AVSU

28 hedge funds and large institutions have $61.3M invested in Avantis Responsible US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

222% more capital invested

Capital invested by funds: $19.1M → $61.3M (+$42.3M)

155% more funds holding

Funds holding: 11 → 28 (+17)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

26.22% more ownership

Funds ownership: 48.27% → 74.49% (+26%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
28
Holders Change
+17
Holders Change %
+154.55%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$27.9M
2
VCP
Vista Capital Partners
Oregon
+$2.9M
3
AC
AWM Capital
Arizona
+$1.51M
4
MWM
Merriman Wealth Management
Washington
+$1.29M
5
JSW
Journey Strategic Wealth
New Jersey
+$742K

Top Sellers

1
WCWM
Willow Creek Wealth Management
California
-$1.69M
2
NL
NWAM LLC
Washington
-$460K
3
NCM
Northland Capital Management
Minnesota
-$370K
4
Citadel Advisors
Citadel Advisors
Florida
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$27.7M +$27.9M +605,977 New
NCM
2
Northland Capital Management
Minnesota
$6.69M -$370K -8,056 -5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$5.42M +$5.45M +118,602 New
HighTower Advisors
4
HighTower Advisors
Illinois
$3.12M +$674K +14,656 +27%
VCP
5
Vista Capital Partners
Oregon
$2.88M +$2.9M +62,966 New
HFA
6
Highland Financial Advisors
New Jersey
$2.79M +$299K +6,494 +12%
WCWM
7
Willow Creek Wealth Management
California
$2.54M -$1.69M -36,709 -40%
MWM
8
Merriman Wealth Management
Washington
$2.15M +$1.29M +28,087 +148%
AC
9
AWM Capital
Arizona
$1.5M +$1.51M +32,893 New
DPI
10
Diversified Portfolios Inc
Michigan
$1.1M – – –
JSW
11
Journey Strategic Wealth
New Jersey
$739K +$742K +16,147 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$610K +$614K +13,346 New
PCM
13
Passive Capital Management
Maryland
$501K +$504K +10,960 New
HIGP
14
Hill Investment Group Partners
Missouri
$430K +$432K +9,395 New
PP
15
PrairieView Partners
Minnesota
$381K +$7.13K +155 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$323K -$120K -2,616 -27%
TWA
17
TCI Wealth Advisors
Arizona
$314K +$316K +6,872 New
FWM
18
FMB Wealth Management
California
$297K +$299K +6,503 New
WA
19
Wealthstream Advisors
New York
$269K +$271K +5,883 New
Goldman Sachs
20
Goldman Sachs
New York
$261K +$263K +5,716 New
SHWM
21
Silicon Hills Wealth Management
Texas
$242K +$243K +5,290 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$241K +$242K +5,270 New
PL
23
Plancorp LLC
Missouri
$240K +$241K +5,250 New
KLI
24
Kelman-Lazarov Inc
Tennessee
$204K +$206K +4,470 New
TIM
25
Tortoise Investment Management
New York
$179K – – –
1
2

AVSU Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2022, worth a combined $61.3M — up 222% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AVSU positions and 1 closed out — a net gain of 18 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $27.9M. The largest seller was Willow Creek Wealth Management, cutting an estimated $1.69M.

  • 28 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2022, up from 11 in Q3 2022.
  • Funds reported $61.3M of Avantis Responsible US Equity ETF stock for Q4 2022, up 222% quarter-over-quarter.
  • 19 funds opened new Avantis Responsible US Equity ETF positions in Q4 2022 and 1 closed out, a net change of +18 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $27.9M added.
  • The largest Avantis Responsible US Equity ETF seller in Q4 2022 was Willow Creek Wealth Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2022.