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Avantis Responsible US Equity ETF

76 hedge funds and large institutions have $217M invested in Avantis Responsible US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $200M → $217M (+$17.3M)

4% more funds holding

Funds holding: 7376 (+3)

2.16% more ownership

Funds ownership: 46.8%48.96% (+2.2%)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
0.92%
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
32
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Clarity Asset Management
Iowa
$32M -$235K -3,141 -0.7%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$26.8M -$526K -7,025 -2%
Corient Private Wealth
3
Corient Private Wealth
Florida
$14.6M +$7.21M +96,322 +101%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12M +$660K +8,812 +6%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$11.7M +$2.03M +27,184 +22%
HFA
6
Highland Financial Advisors
New Jersey
$10.4M +$97.5K +1,302 +1%
LPL Financial
7
LPL Financial
California
$10.3M +$140K +1,875 +1%
WA
8
Waverly Advisors
Alabama
$10.2M -$13.2K -176 -0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.78M -$9.73K -130 -0.1%
TP
10
Trailhead Planners
Minnesota
$8.22M +$8.07M +107,749 New
NCM
11
Northland Capital Management
Minnesota
$5.79M +$388K +5,178 +7%
AG
12
AlTi Global
New York
$3.86M
Mariner
13
Mariner
Kansas
$3.54M -$3.82M -51,005 -52%
GA
14
Greenspring Advisors
Maryland
$3.22M +$3.16M +42,183 New
LAMNM
15
Longview Asset Management (New Mexico)
New Mexico
$2.95M -$417K -5,576 -13%
TWA
16
Trellis Wealth Advisors
California
$2.53M -$9.51K -127 -0.4%
AC
17
AWM Capital
Arizona
$2.52M +$898 +12 +0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.47M +$402K +5,376 +20%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.46M -$111K -1,489 -4%
Citadel Advisors
20
Citadel Advisors
Florida
$2.04M +$2M +26,680 New
Truist Financial
21
Truist Financial
North Carolina
$2.02M
SC
22
Savant Capital
Illinois
$1.96M -$191K -2,547 -9%
HWM
23
HB Wealth Management
Georgia
$1.92M +$130K +1,733 +7%
VF
24
Vestment Financial
Minnesota
$1.9M -$51.3K -685 -3%
HIGP
25
Hill Investment Group Partners
Missouri
$1.81M +$601K +8,029 +51%

AVSU Hedge Fund Activity: Q4 2025 in Review

76 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible US Equity ETF (AVSU) for Q4 2025, worth a combined $217M — up 8.7% from $200M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSU positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $7.21M. The largest seller was Mariner, cutting an estimated $3.82M.

  • 76 institutional investors held Avantis Responsible US Equity ETF (AVSU) as of Q4 2025, up from 73 in Q3 2025.
  • Funds reported $217M of Avantis Responsible US Equity ETF stock for Q4 2025, up 8.7% quarter-over-quarter.
  • 10 funds opened new Avantis Responsible US Equity ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Responsible US Equity ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $7.21M added.
  • The largest Avantis Responsible US Equity ETF seller in Q4 2025 was Mariner, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2025.