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Avantis Responsible US Equity ETF
AVSU

47 hedge funds and large institutions have $99.4M invested in Avantis Responsible US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

15% more funds holding

Funds holding: 41 → 47 (+6)

9% more capital invested

Capital invested by funds: $91.3M → $99.4M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.57% less ownership

Funds ownership: 42.67% → 39.1% (-3.6%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
14
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Clarity Asset Management
Iowa
+$3.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M
3
AAS
Avantax Advisory Services
Texas
+$619K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$564K
5
Truist Financial
Truist Financial
North Carolina
+$564K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.14M
2
Citadel Advisors
Citadel Advisors
Florida
-$814K
3
Goldman Sachs
Goldman Sachs
New York
-$738K
4
JSW
Journey Strategic Wealth
New Jersey
-$430K
5
LPL Financial
LPL Financial
California
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$20.2M +$3.47M +59,504 +22%
MWM
2
Merriman Wealth Management
Washington
$17.8M +$392K +6,730 +2%
WA
3
Waverly Advisors
Alabama
$8.84M +$277K +4,760 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.1M +$174K +2,992 +3%
NCM
5
Northland Capital Management
Minnesota
$5.03M -$81.6K -1,400 -2%
HFA
6
Highland Financial Advisors
New Jersey
$3.79M -$13.3K -228 -0.4%
WCWM
7
Willow Creek Wealth Management
California
$3.57M -$84K -1,442 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.24M -$70.2K -1,205 -2%
Mariner
9
Mariner
Kansas
$3.21M +$164K +2,812 +6%
Corient Private Wealth
10
Corient Private Wealth
Florida
$2.31M -$7.14M -122,507 -76%
TWA
11
Trellis Wealth Advisors
California
$2.09M +$117 +2 +0%
AC
12
AWM Capital
Arizona
$2.02M – – –
TFM
13
Trademark Financial Management
Minnesota
$1.84M +$401K +6,877 +30%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.66M +$1.04M +17,920 +196%
DPI
15
Diversified Portfolios Inc
Michigan
$1.47M – – –
WA
16
Wealthstream Advisors
New York
$1.45M +$22.7K +390 +2%
VCP
17
Vista Capital Partners
Oregon
$1.32M -$583 -10 -0%
LPL Financial
18
LPL Financial
California
$1.31M -$221K -3,787 -15%
PP
19
PrairieView Partners
Minnesota
$1.15M +$6.76K +116 +0.6%
HIGP
20
Hill Investment Group Partners
Missouri
$913K +$10.1K +174 +1%
JSW
21
Journey Strategic Wealth
New Jersey
$844K -$430K -7,386 -35%
WP
22
WMS Partners
Maryland
$783K +$137K +2,352 +23%
PCM
23
Passive Capital Management
Maryland
$693K -$42.2K -725 -6%
AAS
24
Avantax Advisory Services
Texas
$653K +$619K +10,628 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$595K +$564K +9,684 New
1
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AVSU Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q1 2024, worth a combined $99.4M — up 8.8% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVSU positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Clarity Asset Management, adding an estimated $3.47M. The largest seller was Corient Private Wealth, cutting an estimated $7.14M.

  • 47 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $99.4M of Avantis Responsible US Equity ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 9 funds opened new Avantis Responsible US Equity ETF positions in Q1 2024 and 3 closed out, a net change of +6 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $3.47M added.
  • The largest Avantis Responsible US Equity ETF seller in Q1 2024 was Corient Private Wealth, an estimated $7.14M sold.

Based on aggregated 13F filings for Q1 2024.