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Avantis Responsible US Equity ETF

53 hedge funds and large institutions have $116M invested in Avantis Responsible US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 0 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
24
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
1
Clarity Asset Management
Iowa
$22.1M 358,347 +29,733 +9%
MWM
2
Merriman Wealth Management
Washington
$18.5M 299,481 +9,916 +3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$9.86M 159,619 +121,983 +324%
WA
4
Waverly Advisors
Alabama
$8.72M 141,200 -2,725 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.03M 113,843 -1,699 -1%
HFA
6
Highland Financial Advisors
New Jersey
$5.09M 82,454 +20,757 +34%
NCM
7
Northland Capital Management
Minnesota
$4.39M 71,137 -10,796 -13%
WCWM
8
Willow Creek Wealth Management
California
$3.61M 58,532 +478 +0.8%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.1M 50,189 -2,526 -5%
Mariner
10
Mariner
Kansas
$2.96M 48,009 -4,197 -8%
TWA
11
Trellis Wealth Advisors
California
$2.1M 33,951 +2 +0%
AC
12
AWM Capital
Arizona
$2.03M 32,893
PP
13
PrairieView Partners
Minnesota
$1.89M 30,626 +11,944 +64%
TFM
14
Trademark Financial Management
Minnesota
$1.83M 29,599 -422 -1%
DPI
15
Diversified Portfolios Inc
Michigan
$1.48M 24,010
WA
16
Wealthstream Advisors
New York
$1.48M 23,925 +329 +1%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.45M 23,452 +15,722 +203%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.45M 23,452 +15,722 +203%
LPL Financial
19
LPL Financial
California
$1.34M 21,715 +467 +2%
VCP
20
Vista Capital Partners
Oregon
$1.34M 21,659 +110 +0.5%
WP
21
WMS Partners
Maryland
$1.28M 20,804 +8,055 +63%
Citadel Advisors
22
Citadel Advisors
Florida
$1.25M 20,218 +20,218 New
JSW
23
Journey Strategic Wealth
New Jersey
$1.01M 16,298 +2,563 +19%
QHA
24
Quarry Hill Advisors
Minnesota
$895K 14,497 +10,196 +237%
PCM
25
Passive Capital Management
Maryland
$739K 11,974 +694 +6%