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Avantis Responsible US Equity ETF
AVSU

63 hedge funds and large institutions have $142M 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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

15% more funds holding

Funds holding: 55 → 63 (+8)

11% more capital invested

Capital invested by funds: $127M → $142M (+$14.4M)

1.61% more ownership

Funds ownership: 42.16% → 43.76% (+1.6%)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% 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
Mariner
Mariner
Kansas
+$3.04M
2
TFM
Trademark Financial Management
Minnesota
+$1.17M
3
Morgan Stanley
Morgan Stanley
New York
+$973K
4
Citadel Advisors
Citadel Advisors
Florida
+$819K
5
WA
Wealthstream Advisors
New York
+$687K

Top Sellers

1
NCM
Northland Capital Management
Minnesota
-$781K
2
CAM
Clarity Asset Management
Iowa
-$634K
3
LPL Financial
LPL Financial
California
-$449K
4
HighTower Advisors
HighTower Advisors
Illinois
-$99K
5
PP
PrairieView Partners
Minnesota
-$78K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$25.1M -$634K -9,465 -2%
MWM
2
Merriman Wealth Management
Washington
$21.1M +$597K +8,921 +3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$10.8M +$193K +2,887 +2%
WA
4
Waverly Advisors
Alabama
$9.23M -$74.8K -1,117 -0.8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.77M +$45.5K +680 +0.6%
HFA
6
Highland Financial Advisors
New Jersey
$6.62M +$262K +3,908 +4%
Mariner
7
Mariner
Kansas
$6.24M +$3.04M +45,455 +93%
NCM
8
Northland Capital Management
Minnesota
$4.41M -$781K -11,657 -15%
WCWM
9
Willow Creek Wealth Management
California
$4.24M +$76.5K +1,143 +2%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$3.4M +$3.44M +51,418 New
HighTower Advisors
11
HighTower Advisors
Illinois
$3.13M -$99K -1,478 -3%
TFM
12
Trademark Financial Management
Minnesota
$3.13M +$1.17M +17,511 +59%
WA
13
Wealthstream Advisors
New York
$2.31M +$687K +10,262 +42%
TWA
14
Trellis Wealth Advisors
California
$2.22M -$25.6K -382 -1%
AC
15
AWM Capital
Arizona
$2.17M – – –
PP
16
PrairieView Partners
Minnesota
$2.1M -$78K -1,164 -4%
DPI
17
Diversified Portfolios Inc
Michigan
$1.59M – – –
WP
18
WMS Partners
Maryland
$1.58M +$39.2K +586 +3%
VCP
19
Vista Capital Partners
Oregon
$1.42M – – –
BCI
20
Brinker Capital Investments
Pennsylvania
$1.39M -$70.3K -1,049 -5%
OPS
21
Orion Portfolio Solutions
Nebraska
$1.39M -$70.3K -1,049 -5%
VF
22
Vestment Financial
Minnesota
$1.1M +$1.11M +16,591 New
JSW
23
Journey Strategic Wealth
New Jersey
$1.06M -$67.2K -1,003 -6%
QHA
24
Quarry Hill Advisors
Minnesota
$981K -$4.02K -60 -0.4%
Morgan Stanley
25
Morgan Stanley
New York
$961K +$973K +14,535 New
1
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AVSU Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2024, worth a combined $142M — up 11% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSU positions and 2 closed out — a net gain of 8 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Mariner, adding an estimated $3.04M. The largest seller was Northland Capital Management, cutting an estimated $781K.

  • 63 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $142M of Avantis Responsible US Equity ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 10 funds opened new Avantis Responsible US Equity ETF positions in Q4 2024 and 2 closed out, a net change of +8 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q4 2024 was Mariner, an estimated $3.04M added.
  • The largest Avantis Responsible US Equity ETF seller in Q4 2024 was Northland Capital Management, an estimated $781K sold.

Based on aggregated 13F filings for Q4 2024.