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Avantis Responsible US Equity ETF
AVSU

55 hedge funds and large institutions have $127M 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.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $117M → $127M (+$10.5M)

2% more funds holding

Funds holding: 54 → 55 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.66% less ownership

Funds ownership: 42.81% → 42.16% (-0.66%)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.79%
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
–

Top Buyers

1
CAM
Clarity Asset Management
Iowa
+$1.92M
2
HFA
Highland Financial Advisors
New Jersey
+$861K
3
MWM
Merriman Wealth Management
Washington
+$692K
4
FA
Financial Advisors
Massachusetts
+$604K
5
NCM
Northland Capital Management
Minnesota
+$459K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.25M
2
JP Morgan Chase
JP Morgan Chase
New York
-$593K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$533K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$159K
5
Osaic Holdings
Osaic Holdings
Arizona
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$25.4M +$1.92M +30,526 +9%
MWM
2
Merriman Wealth Management
Washington
$20.3M +$692K +10,990 +4%
Corient Private Wealth
3
Corient Private Wealth
Florida
$10.4M +$18.7K +297 +0.2%
WA
4
Waverly Advisors
Alabama
$9.18M -$35.5K -564 -0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.63M +$187K +2,968 +3%
HFA
6
Highland Financial Advisors
New Jersey
$6.28M +$861K +13,677 +17%
NCM
7
Northland Capital Management
Minnesota
$5.12M +$459K +7,286 +10%
WCWM
8
Willow Creek Wealth Management
California
$4.11M +$277K +4,397 +8%
Mariner
9
Mariner
Kansas
$3.2M +$59.2K +941 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.19M -$86.3K -1,371 -3%
TWA
11
Trellis Wealth Advisors
California
$2.22M +$189 +3 +0%
PP
12
PrairieView Partners
Minnesota
$2.15M +$146K +2,319 +8%
AC
13
AWM Capital
Arizona
$2.15M – – –
TFM
14
Trademark Financial Management
Minnesota
$1.95M +$14.4K +229 +0.8%
WA
15
Wealthstream Advisors
New York
$1.61M +$50.4K +800 +3%
DPI
16
Diversified Portfolios Inc
Michigan
$1.57M – – –
WP
17
WMS Partners
Maryland
$1.52M +$160K +2,534 +12%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.44M -$90.2K -1,433 -6%
OPS
19
Orion Portfolio Solutions
Nebraska
$1.44M -$90.2K -1,433 -6%
VCP
20
Vista Capital Partners
Oregon
$1.4M -$13.1K -208 -1%
LPL Financial
21
LPL Financial
California
$1.38M -$39.2K -623 -3%
JSW
22
Journey Strategic Wealth
New Jersey
$1.12M +$49.9K +792 +5%
QHA
23
Quarry Hill Advisors
Minnesota
$973K +$25.3K +402 +3%
PCM
24
Passive Capital Management
Maryland
$762K -$19.3K -307 -3%
AAS
25
Avantax Advisory Services
Texas
$684K +$5.16K +82 +0.8%
1
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AVSU Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q3 2024, worth a combined $127M — up 9% from $117M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AVSU positions and 3 closed out — a net gain of 1 holder — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Clarity Asset Management, adding an estimated $1.92M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.25M sold.

  • 55 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q3 2024, up from 54 in Q2 2024.
  • Funds reported $127M of Avantis Responsible US Equity ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 4 funds opened new Avantis Responsible US Equity ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest Avantis Responsible US Equity ETF buyer in Q3 2024 was Clarity Asset Management, an estimated $1.92M added.
  • The largest Avantis Responsible US Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2024.