We are live on ! Find out more
AVSU icon

Avantis Responsible US Equity ETF

71 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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

13% more funds holding

Funds holding: 6371 (+8)

7% more capital invested

Capital invested by funds: $142M → $151M (+$9.85M)

2.17% more ownership

Funds ownership: 43.76%45.93% (+2.2%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% 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 Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$28.2M +$4.85M +73,260 +19%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$20.4M +$21.6M +326,840 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.6M +$9.13M +137,887 New
WA
4
Waverly Advisors
Alabama
$8.6M -$110K -1,662 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.08M -$258K -3,902 -3%
Corient Private Wealth
6
Corient Private Wealth
Florida
$7.02M -$3.33M -50,310 -31%
Raymond James Financial
7
Raymond James Financial
Florida
$6.49M +$6.89M +104,070 New
Mariner
8
Mariner
Kansas
$6.39M +$529K +7,996 +8%
HFA
9
Highland Financial Advisors
New Jersey
$6.33M +$92.4K +1,396 +1%
WCWM
10
Willow Creek Wealth Management
California
$4.25M +$266K +4,020 +6%
NCM
11
Northland Capital Management
Minnesota
$4.07M -$100K -1,514 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.04M +$88.8K +1,341 +3%
LAMNM
13
Longview Asset Management (New Mexico)
New Mexico
$2.96M -$264K -3,994 -8%
TFM
14
Trademark Financial Management
Minnesota
$2.76M -$208K -3,142 -7%
WA
15
Wealthstream Advisors
New York
$2.13M -$53K -801 -2%
TWA
16
Trellis Wealth Advisors
California
$2.09M +$199 +3 +0%
AC
17
AWM Capital
Arizona
$2.05M
PP
18
PrairieView Partners
Minnesota
$1.97M -$9.6K -145 -0.5%
HWM
19
HB Wealth Management
Georgia
$1.5M +$1.6M +24,090 New
LPL Financial
20
LPL Financial
California
$1.43M +$565K +8,540 +59%
DPI
21
Diversified Portfolios Inc
Michigan
$1.36M -$145K -2,185 -9%
VCP
22
Vista Capital Partners
Oregon
$1.22M -$125K -1,887 -9%
VF
23
Vestment Financial
Minnesota
$1.13M +$100K +1,511 +9%
BCI
24
Brinker Capital Investments
Pennsylvania
$1.13M -$189K -2,848 -14%
OPS
25
Orion Portfolio Solutions
Nebraska
$1.13M -$189K -2,848 -14%

AVSU Hedge Fund Activity: Q1 2025 in Review

71 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q1 2025, worth a combined $151M — up 7% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AVSU positions and 3 closed out — a net gain of 9 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $21.6M. The largest seller was Corient Private Wealth, cutting an estimated $3.33M.

  • 71 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $151M of Avantis Responsible US Equity ETF stock for Q1 2025, up 7% quarter-over-quarter.
  • 12 funds opened new Avantis Responsible US Equity ETF positions in Q1 2025 and 3 closed out, a net change of +9 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $21.6M added.
  • The largest Avantis Responsible US Equity ETF seller in Q1 2025 was Corient Private Wealth, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2025.