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Avantis Responsible US Equity ETF

33 hedge funds and large institutions have $59.2M invested in Avantis Responsible US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $44M → $59.2M (+$15.3M)

6% more funds holding

Funds holding: 3133 (+2)

3.77% more ownership

Funds ownership: 33.72%37.49% (+3.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
15
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.21M +$357K +7,305 +5%
SHWM
2
Silicon Hills Wealth Management
Texas
$8.08M +$109K +2,228 +1%
WA
3
Waverly Advisors
Alabama
$8.08M +$7.65M +156,466 New
HighTower Advisors
4
HighTower Advisors
Illinois
$4.91M +$195K +3,985 +4%
NCM
5
Northland Capital Management
Minnesota
$3.83M -$2.52M -51,464 -41%
HFA
6
Highland Financial Advisors
New Jersey
$3.22M -$71.7K -1,466 -2%
WCWM
7
Willow Creek Wealth Management
California
$3.13M -$30.9K -632 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.03M +$2.88M +58,773 New
MWM
9
Merriman Wealth Management
Washington
$2.92M +$509K +10,400 +23%
AC
10
AWM Capital
Arizona
$1.7M
FTUS
11
Flow Traders U.S.
New York
$1.41M +$1.34M +27,345 New
VCP
12
Vista Capital Partners
Oregon
$1.24M +$685 +14 +0.1%
DPI
13
Diversified Portfolios Inc
Michigan
$1.24M
JSW
14
Journey Strategic Wealth
New Jersey
$1.13M +$219K +4,467 +26%
Citadel Advisors
15
Citadel Advisors
Florida
$913K +$234K +4,780 +37%
WA
16
Wealthstream Advisors
New York
$870K +$179K +3,657 +28%
PP
17
PrairieView Partners
Minnesota
$849K +$276K +5,640 +52%
HIGP
18
Hill Investment Group Partners
Missouri
$750K +$121K +2,466 +20%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$534K +$235K +4,800 +87%
PCM
20
Passive Capital Management
Maryland
$526K -$38.2K -780 -7%
OCM
21
Orion Capital Management
California
$425K +$403K +8,240 New
WP
22
WMS Partners
Maryland
$376K +$136K +2,789 +62%
FWM
23
FMB Wealth Management
California
$340K
TWA
24
TCI Wealth Advisors
Arizona
$325K -$17K -347 -5%
PL
25
Plancorp LLC
Missouri
$271K

AVSU Hedge Fund Activity: Q2 2023 in Review

33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q2 2023, worth a combined $59.2M — up 35% from $44M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AVSU positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $7.65M. The largest seller was Northland Capital Management, cutting an estimated $2.52M.

  • 33 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q2 2023, up from 31 in Q1 2023.
  • Funds reported $59.2M of Avantis Responsible US Equity ETF stock for Q2 2023, up 35% quarter-over-quarter.
  • 4 funds opened new Avantis Responsible US Equity ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q2 2023 was Waverly Advisors, an estimated $7.65M added.
  • The largest Avantis Responsible US Equity ETF seller in Q2 2023 was Northland Capital Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q2 2023.