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Avantis Responsible US Equity ETF
AVSU

32 hedge funds and large institutions have $61.8M invested in Avantis Responsible US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $59.2M → $61.8M (+$2.53M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2.29% less ownership

Funds ownership: 37.49% → 35.2% (-2.3%)

3% less funds holding

Funds holding: 33 → 32 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
13
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$11.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.05M
3
Mariner
Mariner
Kansas
+$2.07M
4
LPL Financial
LPL Financial
California
+$1.13M
5
NCM
Northland Capital Management
Minnesota
+$416K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$2.08M
2
FTUS
Flow Traders U.S.
New York
-$1.41M
3
Citadel Advisors
Citadel Advisors
Florida
-$913K
4
WA
Waverly Advisors
Alabama
-$407K
5
KLI
Kelman-Lazarov Inc
Tennessee
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$13.5M +$11.1M +215,449 +381%
Corient Private Wealth
2
Corient Private Wealth
Florida
$7.99M +$110K +2,119 +1%
WA
3
Waverly Advisors
Alabama
$7.36M -$407K -7,865 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.84M +$3.05M +59,042 +100%
NCM
5
Northland Capital Management
Minnesota
$4.08M +$416K +8,043 +11%
WCWM
6
Willow Creek Wealth Management
California
$3.11M +$109K +2,104 +3%
HFA
7
Highland Financial Advisors
New Jersey
$3.04M -$50.8K -982 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.72M -$2.08M -40,284 -42%
Mariner
9
Mariner
Kansas
$1.98M +$2.07M +39,970 New
AC
10
AWM Capital
Arizona
$1.63M – – –
VCP
11
Vista Capital Partners
Oregon
$1.19M +$310 +6 +0%
DPI
12
Diversified Portfolios Inc
Michigan
$1.19M – – –
JSW
13
Journey Strategic Wealth
New Jersey
$1.12M +$32.7K +633 +3%
LPL Financial
14
LPL Financial
California
$1.09M +$1.13M +21,941 New
PP
15
PrairieView Partners
Minnesota
$910K +$99.4K +1,923 +12%
WA
16
Wealthstream Advisors
New York
$881K +$48.2K +932 +6%
HIGP
17
Hill Investment Group Partners
Missouri
$720K – – –
JMPWA
18
JP Morgan Private Wealth Advisors
California
$512K – – –
PCM
19
Passive Capital Management
Maryland
$505K – – –
WP
20
WMS Partners
Maryland
$410K +$51.2K +991 +14%
OCM
21
Orion Capital Management
California
$408K – – –
TWA
22
TCI Wealth Advisors
Arizona
$309K -$3.57K -69 -1%
FWM
23
FMB Wealth Management
California
$298K -$29.8K -577 -9%
TWA
24
Trellis Wealth Advisors
California
$277K +$289K +5,588 New
PL
25
Plancorp LLC
Missouri
$260K – – –
1
2

AVSU Hedge Fund Activity: Q3 2023 in Review

32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q3 2023, worth a combined $61.8M — up 4.3% from $59.2M a quarter earlier.

Fund positioning in AVSU was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 7 trimmed.

The largest buyer was Merriman Wealth Management, adding an estimated $11.1M. The largest seller was HighTower Advisors, cutting an estimated $2.08M.

  • 32 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q3 2023, down from 33 in Q2 2023.
  • Funds reported $61.8M of Avantis Responsible US Equity ETF stock for Q3 2023, up 4.3% quarter-over-quarter.
  • 3 funds opened new Avantis Responsible US Equity ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q3 2023 was Merriman Wealth Management, an estimated $11.1M added.
  • The largest Avantis Responsible US Equity ETF seller in Q3 2023 was HighTower Advisors, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2023.