Avantis U.S. Equity ETF $AVUS is SC&H Financial Advisors Inc.’s 2nd Largest Position

SC&H Financial Advisors Inc. reduced its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 5.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 637,933 shares of the company’s stock after selling 37,551 shares during the period. Avantis U.S. Equity ETF makes up 11.3% of SC&H Financial Advisors Inc.’s investment portfolio, making the stock its 2nd largest holding. SC&H Financial Advisors Inc. owned about 0.71% of Avantis U.S. Equity ETF worth $69,343,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC acquired a new stake in shares of Avantis U.S. Equity ETF during the fourth quarter worth about $670,000. Baird Financial Group Inc. raised its stake in Avantis U.S. Equity ETF by 20.5% during the 1st quarter. Baird Financial Group Inc. now owns 9,000 shares of the company’s stock valued at $831,000 after acquiring an additional 1,533 shares during the last quarter. Curi RMB Capital LLC lifted its position in Avantis U.S. Equity ETF by 6.0% during the 1st quarter. Curi RMB Capital LLC now owns 6,338 shares of the company’s stock worth $586,000 after acquiring an additional 361 shares during the period. Integrated Wealth Concepts LLC lifted its position in Avantis U.S. Equity ETF by 35.5% during the 1st quarter. Integrated Wealth Concepts LLC now owns 11,134 shares of the company’s stock worth $1,029,000 after acquiring an additional 2,915 shares during the period. Finally, NewEdge Advisors LLC grew its stake in shares of Avantis U.S. Equity ETF by 74.3% in the 1st quarter. NewEdge Advisors LLC now owns 86,142 shares of the company’s stock valued at $7,958,000 after purchasing an additional 36,715 shares during the last quarter.

Avantis U.S. Equity ETF Trading Up 0.7%

NYSEARCA:AVUS opened at $112.55 on Friday. Avantis U.S. Equity ETF has a 12-month low of $79.20 and a 12-month high of $113.46. The stock’s 50 day simple moving average is $110.85 and its 200-day simple moving average is $107.08. The firm has a market cap of $10.25 billion, a P/E ratio of 20.35 and a beta of 1.02.

Avantis U.S. Equity ETF Profile

The Avantis U.S. Equity ETF (AVUS) is an exchange-traded fund that is based on the Russell 3000 index. The fund is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies. AVUS was launched on Sep 24, 2019 and is managed by American Century Investments.