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Avantis Responsible US Equity ETF

54 hedge funds and large institutions have $126M invested in Avantis Responsible US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
26
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
1
Clarity Asset Management
Iowa
$25.4M 388,873 +30,526 +9%
MWM
2
Merriman Wealth Management
Washington
$20.3M 310,471 +10,990 +4%
Corient Private Wealth
3
Corient Private Wealth
Florida
$10.4M 159,916 +297 +0.2%
WA
4
Waverly Advisors
Alabama
$9.18M 140,636 -564 -0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.63M 116,811 +2,968 +3%
HFA
6
Highland Financial Advisors
New Jersey
$6.28M 96,131 +13,677 +17%
NCM
7
Northland Capital Management
Minnesota
$5.12M 78,423 +7,286 +10%
WCWM
8
Willow Creek Wealth Management
California
$4.11M 62,929 +4,397 +8%
Mariner
9
Mariner
Kansas
$3.2M 48,950 +941 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.19M 48,818 -1,371 -3%
TWA
11
Trellis Wealth Advisors
California
$2.22M 33,954 +3 +0%
PP
12
PrairieView Partners
Minnesota
$2.15M 32,945 +2,319 +8%
AC
13
AWM Capital
Arizona
$2.15M 32,893
TFM
14
Trademark Financial Management
Minnesota
$1.95M 29,828 +229 +0.8%
WA
15
Wealthstream Advisors
New York
$1.61M 24,725 +800 +3%
DPI
16
Diversified Portfolios Inc
Michigan
$1.57M 24,010
WP
17
WMS Partners
Maryland
$1.52M 23,338 +2,534 +12%
OPS
18
Orion Portfolio Solutions
Nebraska
$1.44M 22,019 -1,433 -6%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.44M 22,019 -1,433 -6%
VCP
20
Vista Capital Partners
Oregon
$1.4M 21,451 -208 -1%
LPL Financial
21
LPL Financial
California
$1.38M 21,092 -623 -3%
JSW
22
Journey Strategic Wealth
New Jersey
$1.12M 17,090 +792 +5%
QHA
23
Quarry Hill Advisors
Minnesota
$973K 14,899 +402 +3%
PCM
24
Passive Capital Management
Maryland
$762K 11,667 -307 -3%
AAS
25
Avantax Advisory Services
Texas
$684K 10,468 +82 +0.8%