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Avantis Responsible US Equity ETF
AVSU

54 hedge funds and large institutions have $117M invested in Avantis Responsible US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $99.4M → $117M (+$17.2M)

15% more funds holding

Funds holding: 47 → 54 (+7)

3.71% more ownership

Funds ownership: 39.1% → 42.81% (+3.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
24
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.36M
2
CAM
Clarity Asset Management
Iowa
+$1.79M
3
HFA
Highland Financial Advisors
New Jersey
+$1.25M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.22M
5
BCI
Brinker Capital Investments
Pennsylvania
+$948K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$947K
2
NCM
Northland Capital Management
Minnesota
-$651K
3
HIGP
Hill Investment Group Partners
Missouri
-$346K
4
Mariner
Mariner
Kansas
-$253K
5
WA
Waverly Advisors
Alabama
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$22.1M +$1.79M +29,733 +9%
MWM
2
Merriman Wealth Management
Washington
$18.5M +$598K +9,916 +3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$9.86M +$7.36M +121,983 +324%
WA
4
Waverly Advisors
Alabama
$8.72M -$164K -2,725 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.03M -$102K -1,699 -1%
HFA
6
Highland Financial Advisors
New Jersey
$5.09M +$1.25M +20,757 +34%
NCM
7
Northland Capital Management
Minnesota
$4.39M -$651K -10,796 -13%
WCWM
8
Willow Creek Wealth Management
California
$3.61M +$28.8K +478 +0.8%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.1M -$152K -2,526 -5%
Mariner
10
Mariner
Kansas
$2.96M -$253K -4,197 -8%
TWA
11
Trellis Wealth Advisors
California
$2.1M +$121 +2 +0%
AC
12
AWM Capital
Arizona
$2.03M – – –
PP
13
PrairieView Partners
Minnesota
$1.89M +$720K +11,944 +64%
TFM
14
Trademark Financial Management
Minnesota
$1.83M -$25.4K -422 -1%
DPI
15
Diversified Portfolios Inc
Michigan
$1.48M – – –
WA
16
Wealthstream Advisors
New York
$1.48M +$19.8K +329 +1%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.45M +$948K +15,722 +203%
OPS
18
Orion Portfolio Solutions
Nebraska
$1.45M +$948K +15,722 +203%
LPL Financial
19
LPL Financial
California
$1.34M +$28.2K +467 +2%
VCP
20
Vista Capital Partners
Oregon
$1.34M +$6.63K +110 +0.5%
WP
21
WMS Partners
Maryland
$1.28M +$486K +8,055 +63%
Citadel Advisors
22
Citadel Advisors
Florida
$1.25M +$1.22M +20,218 New
JSW
23
Journey Strategic Wealth
New Jersey
$1.01M +$155K +2,563 +19%
QHA
24
Quarry Hill Advisors
Minnesota
$895K +$615K +10,196 +237%
PCM
25
Passive Capital Management
Maryland
$739K +$41.9K +694 +6%
1
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AVSU Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q2 2024, worth a combined $117M — up 17% from $99.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVSU positions and 0 closed out — a net gain of 7 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $7.36M. The largest seller was Susquehanna International Group, cutting an estimated $947K.

  • 54 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $117M of Avantis Responsible US Equity ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 7 funds opened new Avantis Responsible US Equity ETF positions in Q2 2024 and 0 closed out, a net change of +7 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q2 2024 was Corient Private Wealth, an estimated $7.36M added.
  • The largest Avantis Responsible US Equity ETF seller in Q2 2024 was Susquehanna International Group, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2024.