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Avantis Responsible US Equity ETF

71 hedge funds and large institutions have $260M invested in Avantis Responsible US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

71% more capital invested

Capital invested by funds: $151M → $260M (+$108M)

20.78% more ownership

Funds ownership: 45.93%66.71% (+21%)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 7171 (0)

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
6
Increased
35
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
1
MASECO Private Wealth
$84.3M +$78.2M +1,230,145 New
CAM
2
Clarity Asset Management
Iowa
$29.2M -$1.76M -27,687 -6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$23.6M +$1.08M +17,006 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9.67M +$44.2K +695 +0.5%
WA
5
Waverly Advisors
Alabama
$9.23M -$206K -3,241 -2%
LPL Financial
6
LPL Financial
California
$9.01M +$6.89M +108,353 +473%
HFA
7
Highland Financial Advisors
New Jersey
$8.06M +$1.02M +15,997 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.93M +$130K +2,048 +2%
Mariner
9
Mariner
Kansas
$6.86M -$154K -2,417 -2%
Corient Private Wealth
10
Corient Private Wealth
Florida
$6.53M -$1.1M -17,307 -15%
WCWM
11
Willow Creek Wealth Management
California
$6.3M +$1.51M +23,699 +35%
NCM
12
Northland Capital Management
Minnesota
$4.85M +$349K +5,488 +8%
AG
13
AlTi Global
New York
$3.47M +$3.21M +50,529 New
LAMNM
14
Longview Asset Management (New Mexico)
New Mexico
$3.2M -$46.8K -736 -2%
TFM
15
Trademark Financial Management
Minnesota
$3.18M +$137K +2,156 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.99M -$328K -5,158 -11%
WA
17
Wealthstream Advisors
New York
$2.64M +$270K +4,254 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.52M +$1.41M +22,185 +153%
TWA
19
Trellis Wealth Advisors
California
$2.29M -$10.4K -164 -0.5%
AC
20
AWM Capital
Arizona
$2.26M +$5.15K +81 +0.2%
PP
21
PrairieView Partners
Minnesota
$2.14M -$26.6K -419 -1%
HWM
22
HB Wealth Management
Georgia
$1.92M +$252K +3,960 +16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.9M +$1.76M +27,686 New
Truist Financial
24
Truist Financial
North Carolina
$1.69M +$703K +11,063 +81%
VF
25
Vestment Financial
Minnesota
$1.63M +$348K +5,471 +30%

AVSU Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q2 2025, worth a combined $260M — up 71% from $151M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AVSU positions and 5 closed out — a net gain of 1 holder — while 35 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.89M. The largest seller was Raymond James Financial, exiting entirely with an estimated $6.49M sold.

  • 71 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $260M of Avantis Responsible US Equity ETF stock for Q2 2025, up 71% quarter-over-quarter.
  • 6 funds opened new Avantis Responsible US Equity ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest Avantis Responsible US Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $6.89M added.
  • The largest Avantis Responsible US Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $6.49M sold.

Based on aggregated 13F filings for Q2 2025.