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Avantis Responsible US Equity ETF
AVSU

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.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

48% more capital invested

Capital invested by funds: $61.8M → $91.3M (+$29.6M)

28% more funds holding

Funds holding: 32 → 41 (+9)

7.47% more ownership

Funds ownership: 35.2% → 42.67% (+7.5%)

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
TWA
Trellis Wealth Advisors
California
+$1.46M
2
Citadel Advisors
Citadel Advisors
Florida
+$749K
3
Goldman Sachs
Goldman Sachs
New York
+$678K
4
MWM
Merriman Wealth Management
Washington
+$556K
5
JP Morgan Chase
JP Morgan Chase
New York
+$534K

Top Sellers

1
WA
Waverly Advisors
Alabama
-$487K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$272K
3
WCWM
Willow Creek Wealth Management
California
-$164K
4
VCP
Vista Capital Partners
Oregon
-$130K
5
JSW
Journey Strategic Wealth
New Jersey
-$77.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$15.9M +$556K +10,772 +4%
CAM
2
Clarity Asset Management
Iowa
$15.1M +$13.9M +269,110 New
Corient Private Wealth
3
Corient Private Wealth
Florida
$9M -$55.9K -1,082 -0.7%
WA
4
Waverly Advisors
Alabama
$7.82M -$487K -9,436 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.32M -$272K -5,265 -4%
NCM
6
Northland Capital Management
Minnesota
$4.68M +$55.6K +1,076 +1%
HFA
7
Highland Financial Advisors
New Jersey
$3.48M +$31.6K +611 +1%
WCWM
8
Willow Creek Wealth Management
California
$3.34M -$164K -3,179 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.03M -$42.2K -818 -1%
Mariner
10
Mariner
Kansas
$2.78M +$487K +9,424 +24%
TWA
11
Trellis Wealth Advisors
California
$1.91M +$1.46M +28,359 +507%
AC
12
AWM Capital
Arizona
$1.85M – – –
LPL Financial
13
LPL Financial
California
$1.41M +$160K +3,094 +14%
DPI
14
Diversified Portfolios Inc
Michigan
$1.35M – – –
WA
15
Wealthstream Advisors
New York
$1.3M +$280K +5,431 +31%
TFM
16
Trademark Financial Management
Minnesota
$1.3M +$1.2M +23,144 New
VCP
17
Vista Capital Partners
Oregon
$1.21M -$130K -2,515 -10%
JSW
18
Journey Strategic Wealth
New Jersey
$1.19M -$77.1K -1,492 -7%
PP
19
PrairieView Partners
Minnesota
$1.04M +$9.71K +188 +1%
HIGP
20
Hill Investment Group Partners
Missouri
$825K +$8.42K +163 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$814K +$749K +14,494 New
Goldman Sachs
22
Goldman Sachs
New York
$738K +$678K +13,136 New
PCM
23
Passive Capital Management
Maryland
$675K +$94.3K +1,825 +18%
WP
24
WMS Partners
Maryland
$584K +$110K +2,122 +26%
JP Morgan Chase
25
JP Morgan Chase
New York
$581K +$534K +10,336 New
1
2

AVSU Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2023, worth a combined $91.3M — up 48% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVSU positions and 1 closed out — a net gain of 10 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Trellis Wealth Advisors, adding an estimated $1.46M. The largest seller was Waverly Advisors, cutting an estimated $487K.

  • 41 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $91.3M of Avantis Responsible US Equity ETF stock for Q4 2023, up 48% quarter-over-quarter.
  • 11 funds opened new Avantis Responsible US Equity ETF positions in Q4 2023 and 1 closed out, a net change of +10 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q4 2023 was Trellis Wealth Advisors, an estimated $1.46M added.
  • The largest Avantis Responsible US Equity ETF seller in Q4 2023 was Waverly Advisors, an estimated $487K sold.

Based on aggregated 13F filings for Q4 2023.