Avantis U.S. Equity ETF $AVUS Stock Holdings Trimmed by JRM Investment Counsel LLC

JRM Investment Counsel LLC decreased its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 3.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 310,296 shares of the company’s stock after selling 11,200 shares during the quarter. Avantis U.S. Equity ETF makes up 9.2% of JRM Investment Counsel LLC’s portfolio, making the stock its 4th biggest position. JRM Investment Counsel LLC owned approximately 0.31% of Avantis U.S. Equity ETF worth $34,499,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Godfrey Financial Associates Inc. bought a new stake in shares of Avantis U.S. Equity ETF during the 4th quarter valued at $29,000. Brown Brothers Harriman & Co. bought a new position in shares of Avantis U.S. Equity ETF in the 4th quarter worth about $29,000. Monetary Solutions Ltd bought a new position in shares of Avantis U.S. Equity ETF in the 4th quarter worth about $39,000. Federation des caisses Desjardins du Quebec purchased a new position in Avantis U.S. Equity ETF during the 4th quarter valued at about $39,000. Finally, EverSource Wealth Advisors LLC lifted its position in Avantis U.S. Equity ETF by 138.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after acquiring an additional 208 shares during the period.

Avantis U.S. Equity ETF Price Performance

NYSEARCA:AVUS opened at $126.84 on Friday. Avantis U.S. Equity ETF has a one year low of $100.82 and a one year high of $128.86. The company’s 50-day simple moving average is $126.84 and its 200 day simple moving average is $119.94. The firm has a market capitalization of $13.81 billion, a P/E ratio of 20.35 and a beta of 0.99.

About Avantis U.S. Equity ETF

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.