Mendota Financial Group LLC Has $5.11 Million Stock Position in Avantis U.S. Small Cap Equity ETF $AVSC

Mendota Financial Group LLC boosted its holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 22.4% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 69,707 shares of the company’s stock after purchasing an additional 12,753 shares during the quarter. Avantis U.S. Small Cap Equity ETF comprises 3.2% of Mendota Financial Group LLC’s holdings, making the stock its 13th largest holding. Mendota Financial Group LLC owned 0.17% of Avantis U.S. Small Cap Equity ETF worth $5,112,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in AVSC. Rothschild Investment LLC boosted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 576.9% during the 4th quarter. Rothschild Investment LLC now owns 440 shares of the company’s stock worth $26,000 after buying an additional 375 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of Avantis U.S. Small Cap Equity ETF by 100.0% in the 1st quarter. EverSource Wealth Advisors LLC now owns 672 shares of the company’s stock valued at $42,000 after acquiring an additional 336 shares in the last quarter. Evolution Wealth Management Inc. increased its stake in shares of Avantis U.S. Small Cap Equity ETF by 122.5% in the 4th quarter. Evolution Wealth Management Inc. now owns 839 shares of the company’s stock valued at $49,000 after acquiring an additional 462 shares in the last quarter. Brown Brothers Harriman & Co. bought a new stake in shares of Avantis U.S. Small Cap Equity ETF in the 4th quarter valued at $50,000. Finally, MCF Advisors LLC acquired a new position in shares of Avantis U.S. Small Cap Equity ETF during the 4th quarter valued at $74,000.

Avantis U.S. Small Cap Equity ETF Stock Down 0.6%

Shares of NYSEARCA AVSC opened at $73.96 on Tuesday. The firm has a market cap of $3.11 billion, a PE ratio of 14.03 and a beta of 1.02. Avantis U.S. Small Cap Equity ETF has a 12-month low of $52.56 and a 12-month high of $75.15. The company’s fifty day simple moving average is $71.94 and its 200 day simple moving average is $67.40.

Avantis U.S. Small Cap Equity ETF Profile

The Avantis U.S. Small Cap Equity ETF (AVSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVSC was launched on Jan 11, 2022 and is managed by American Century Investments.