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Avantis Responsible US Equity ETF

70 hedge funds and large institutions have $151M invested in Avantis Responsible US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
31
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
1
Clarity Asset Management
Iowa
$28.2M 452,668 +73,260 +19%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$20.4M 326,840 +326,840 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.6M 137,887 +137,887 New
WA
4
Waverly Advisors
Alabama
$8.6M 137,857 -1,662 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.08M 113,589 -3,902 -3%
Corient Private Wealth
6
Corient Private Wealth
Florida
$7.02M 112,493 -50,310 -31%
Raymond James Financial
7
Raymond James Financial
Florida
$6.49M 104,070 +104,070 New
Mariner
8
Mariner
Kansas
$6.39M 102,401 +7,996 +8%
HFA
9
Highland Financial Advisors
New Jersey
$6.33M 101,435 +1,396 +1%
WCWM
10
Willow Creek Wealth Management
California
$4.25M 68,092 +4,020 +6%
NCM
11
Northland Capital Management
Minnesota
$4.07M 65,252 -1,514 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.04M 48,681 +1,341 +3%
LAMNM
13
Longview Asset Management (New Mexico)
New Mexico
$2.96M 47,424 -3,994 -8%
TFM
14
Trademark Financial Management
Minnesota
$2.76M 44,197 -3,142 -7%
WA
15
Wealthstream Advisors
New York
$2.13M 34,186 -801 -2%
TWA
16
Trellis Wealth Advisors
California
$2.09M 33,575 +3 +0%
AC
17
AWM Capital
Arizona
$2.05M 32,893
PP
18
PrairieView Partners
Minnesota
$1.97M 31,636 -145 -0.5%
HWM
19
HB Wealth Management
Georgia
$1.5M 24,090 +24,090 New
LPL Financial
20
LPL Financial
California
$1.43M 22,924 +8,540 +59%
DPI
21
Diversified Portfolios Inc
Michigan
$1.36M 21,825 -2,185 -9%
VCP
22
Vista Capital Partners
Oregon
$1.22M 19,564 -1,887 -9%
VF
23
Vestment Financial
Minnesota
$1.13M 18,102 +1,511 +9%
BCI
24
Brinker Capital Investments
Pennsylvania
$1.13M 18,122 -2,848 -14%
OPS
25
Orion Portfolio Solutions
Nebraska
$1.13M 18,122 -2,848 -14%