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Avantis Responsible US Equity ETF
AVSU

Overview Fund Activity

62 hedge funds and large institutions have $141M invested in Avantis Responsible US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
10
Increased
25
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LAMNM
1
Longview Asset Management (New Mexico)
New Mexico
$3.4M
2
Mariner
2
Mariner
Kansas
$6.24M
3
TFM
3
Trademark Financial Management
Minnesota
$3.13M
4
VF
4
Vestment Financial
Minnesota
$1.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$961K

Top Sellers

1
NCM
1
Northland Capital Management
Minnesota
$4.41M
2
CAM
2
Clarity Asset Management
Iowa
$25.1M
3
LPL Financial
3
LPL Financial
California
$951K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.13M
5
PP
5
PrairieView Partners
Minnesota
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
1
Clarity Asset Management
Iowa
$25.1M 379,408 -9,465 -2%
MWM
2
Merriman Wealth Management
Washington
$21.1M 319,392 +8,921 +3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$10.8M 162,803 +2,887 +2%
WA
4
Waverly Advisors
Alabama
$9.23M 139,519 -1,117 -0.8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.77M 117,491 +680 +0.6%
HFA
6
Highland Financial Advisors
New Jersey
$6.62M 100,039 +3,908 +4%
Mariner
7
Mariner
Kansas
$6.24M 94,405 +45,455 +93%
NCM
8
Northland Capital Management
Minnesota
$4.41M 66,766 -11,657 -15%
WCWM
9
Willow Creek Wealth Management
California
$4.24M 64,072 +1,143 +2%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$3.4M 51,418 +51,418 New
HighTower Advisors
11
HighTower Advisors
Illinois
$3.13M 47,340 -1,478 -3%
TFM
12
Trademark Financial Management
Minnesota
$3.13M 47,339 +17,511 +59%
WA
13
Wealthstream Advisors
New York
$2.31M 34,987 +10,262 +42%
TWA
14
Trellis Wealth Advisors
California
$2.22M 33,572 -382 -1%
AC
15
AWM Capital
Arizona
$2.17M 32,893 – –
PP
16
PrairieView Partners
Minnesota
$2.1M 31,781 -1,164 -4%
DPI
17
Diversified Portfolios Inc
Michigan
$1.59M 24,010 – –
WP
18
WMS Partners
Maryland
$1.58M 23,924 +586 +3%
VCP
19
Vista Capital Partners
Oregon
$1.42M 21,451 – –
BCI
20
Brinker Capital Investments
Pennsylvania
$1.39M 20,970 -1,049 -5%
OPS
21
Orion Portfolio Solutions
Nebraska
$1.39M 20,970 -1,049 -5%
VF
22
Vestment Financial
Minnesota
$1.1M 16,591 +16,591 New
JSW
23
Journey Strategic Wealth
New Jersey
$1.06M 16,087 -1,003 -6%
QHA
24
Quarry Hill Advisors
Minnesota
$981K 14,839 -60 -0.4%
Morgan Stanley
25
Morgan Stanley
New York
$961K 14,535 +14,535 New
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