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Avantis Responsible US Equity ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$13.5M 272,063 +215,449 +381%
Corient Private Wealth
2
Corient Private Wealth
Florida
$7.99M 161,225 +2,119 +1%
WA
3
Waverly Advisors
Alabama
$7.36M 148,601 -7,865 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.84M 117,815 +59,042 +100%
NCM
5
Northland Capital Management
Minnesota
$4.08M 82,257 +8,043 +11%
WCWM
6
Willow Creek Wealth Management
California
$3.11M 62,675 +2,104 +3%
HFA
7
Highland Financial Advisors
New Jersey
$3.04M 61,314 -982 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.72M 54,738 -40,284 -42%
Mariner
9
Mariner
Kansas
$1.98M 39,970 +39,970 New
AC
10
AWM Capital
Arizona
$1.63M 32,893
VCP
11
Vista Capital Partners
Oregon
$1.19M 24,074 +6 +0%
DPI
12
Diversified Portfolios Inc
Michigan
$1.19M 24,010
JSW
13
Journey Strategic Wealth
New Jersey
$1.12M 22,613 +633 +3%
LPL Financial
14
LPL Financial
California
$1.09M 21,941 +21,941 New
PP
15
PrairieView Partners
Minnesota
$910K 18,378 +1,923 +12%
WA
16
Wealthstream Advisors
New York
$881K 17,775 +932 +6%
HIGP
17
Hill Investment Group Partners
Missouri
$720K 14,525
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$512K 10,336
PCM
19
Passive Capital Management
Maryland
$505K 10,180
WP
20
WMS Partners
Maryland
$410K 8,275 +991 +14%
OCM
21
Orion Capital Management
California
$408K 8,240
TWA
22
TCI Wealth Advisors
Arizona
$309K 6,229 -69 -1%
FWM
23
FMB Wealth Management
California
$298K 6,007 -577 -9%
TWA
24
Trellis Wealth Advisors
California
$277K 5,588 +5,588 New
PL
25
Plancorp LLC
Missouri
$260K 5,250