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Avantis Responsible US Equity ETF

73 hedge funds and large institutions have $200M invested in Avantis Responsible US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

3% more funds holding

Funds holding: 7173 (+2)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

19.91% less ownership

Funds ownership: 66.71%46.8% (-20%)

23% less capital invested

Capital invested by funds: $260M → $200M (-$59.8M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
22
Reduced
27
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$31.1M -$186K -2,616 -0.6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$26.4M +$1.03M +14,402 +4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$445K +6,245 +5%
HFA
4
Highland Financial Advisors
New Jersey
$9.96M +$1.28M +18,012 +15%
WA
5
Waverly Advisors
Alabama
$9.82M -$84.8K -1,191 -0.9%
LPL Financial
6
LPL Financial
California
$9.79M +$126K +1,765 +1%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$9.27M +$7.98M +112,095 +803%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.48M -$27.2K -382 -0.3%
Mariner
9
Mariner
Kansas
$7.17M -$179K -2,520 -3%
Corient Private Wealth
10
Corient Private Wealth
Florida
$7.02M +$13.5K +190 +0.2%
WCWM
11
Willow Creek Wealth Management
California
$6.62M -$129K -1,806 -2%
NCM
12
Northland Capital Management
Minnesota
$5.2M -$4.84K -68 -0.1%
AG
13
AlTi Global
New York
$3.72M
TFM
14
Trademark Financial Management
Minnesota
$3.38M -$33.5K -471 -1%
LAMNM
15
Longview Asset Management (New Mexico)
New Mexico
$3.25M -$174K -2,443 -5%
WA
16
Wealthstream Advisors
New York
$3.05M +$217K +3,046 +8%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.48M -$698K -9,801 -23%
TWA
18
Trellis Wealth Advisors
California
$2.45M -$4.63K -65 -0.2%
AC
19
AWM Capital
Arizona
$2.43M +$5.98K +84 +0.3%
SC
20
Savant Capital
Illinois
$2.08M +$2.01M +28,217 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.99M -$692K -9,721 -26%
Truist Financial
22
Truist Financial
North Carolina
$1.95M +$132K +1,847 +7%
VF
23
Vestment Financial
Minnesota
$1.84M +$91.9K +1,291 +5%
HWM
24
HB Wealth Management
Georgia
$1.72M -$328K -4,610 -16%
DPI
25
Diversified Portfolios Inc
Michigan
$1.57M -$19.9K -280 -1%

AVSU Hedge Fund Activity: Q3 2025 in Review

73 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q3 2025, worth a combined $200M — down 23% from $260M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVSU positions and 2 closed out — a net gain of 5 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $7.98M. The largest seller was MASECO Private Wealth, exiting entirely with an estimated $84.3M sold.

  • 73 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $200M of Avantis Responsible US Equity ETF stock for Q3 2025, down 23% quarter-over-quarter.
  • 7 funds opened new Avantis Responsible US Equity ETF positions in Q3 2025 and 2 closed out, a net change of +5 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $7.98M added.
  • The largest Avantis Responsible US Equity ETF seller in Q3 2025 was MASECO Private Wealth, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2025.