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Avantis Responsible US Equity ETF
AVSU

Overview Fund Activity

41 hedge funds and large institutions have $91.3M invested in Avantis Responsible US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Clarity Asset Management
Iowa
$15.1M
2
TWA
2
Trellis Wealth Advisors
California
$1.91M
3
TFM
3
Trademark Financial Management
Minnesota
$1.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$814K
5
Goldman Sachs
5
Goldman Sachs
New York
$738K

Top Sellers

1
WA
1
Waverly Advisors
Alabama
$7.82M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.32M
3
WCWM
3
Willow Creek Wealth Management
California
$3.34M
4
VCP
4
Vista Capital Partners
Oregon
$1.21M
5
JSW
5
Journey Strategic Wealth
New Jersey
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$15.9M 282,835 +10,772 +4%
CAM
2
Clarity Asset Management
Iowa
$15.1M 269,110 +269,110 New
Corient Private Wealth
3
Corient Private Wealth
Florida
$9M 160,143 -1,082 -0.7%
WA
4
Waverly Advisors
Alabama
$7.82M 139,165 -9,436 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.32M 112,550 -5,265 -4%
NCM
6
Northland Capital Management
Minnesota
$4.68M 83,333 +1,076 +1%
HFA
7
Highland Financial Advisors
New Jersey
$3.48M 61,925 +611 +1%
WCWM
8
Willow Creek Wealth Management
California
$3.34M 59,496 -3,179 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.03M 53,920 -818 -1%
Mariner
10
Mariner
Kansas
$2.78M 49,394 +9,424 +24%
TWA
11
Trellis Wealth Advisors
California
$1.91M 33,947 +28,359 +507%
AC
12
AWM Capital
Arizona
$1.85M 32,893 – –
LPL Financial
13
LPL Financial
California
$1.41M 25,035 +3,094 +14%
DPI
14
Diversified Portfolios Inc
Michigan
$1.35M 24,010 – –
WA
15
Wealthstream Advisors
New York
$1.3M 23,206 +5,431 +31%
TFM
16
Trademark Financial Management
Minnesota
$1.3M 23,144 +23,144 New
VCP
17
Vista Capital Partners
Oregon
$1.21M 21,559 -2,515 -10%
JSW
18
Journey Strategic Wealth
New Jersey
$1.19M 21,121 -1,492 -7%
PP
19
PrairieView Partners
Minnesota
$1.04M 18,566 +188 +1%
HIGP
20
Hill Investment Group Partners
Missouri
$825K 14,688 +163 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$814K 14,494 +14,494 New
Goldman Sachs
22
Goldman Sachs
New York
$738K 13,136 +13,136 New
PCM
23
Passive Capital Management
Maryland
$675K 12,005 +1,825 +18%
WP
24
WMS Partners
Maryland
$584K 10,397 +2,122 +26%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$581K 10,336 +10,336 New
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