Chicago Partners Investment Group LLC Has $5.42 Million Position in Avantis U.S. Small Cap Equity ETF $AVSC

Chicago Partners Investment Group LLC lifted its stake in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 21.6% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 80,236 shares of the company’s stock after purchasing an additional 14,228 shares during the period. Chicago Partners Investment Group LLC’s holdings in Avantis U.S. Small Cap Equity ETF were worth $5,423,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in AVSC. HB Wealth Management LLC grew its position in shares of Avantis U.S. Small Cap Equity ETF by 0.7% during the 1st quarter. HB Wealth Management LLC now owns 27,927 shares of the company’s stock worth $1,740,000 after buying an additional 195 shares during the period. Centennial Wealth Advisory LLC grew its holdings in Avantis U.S. Small Cap Equity ETF by 0.9% during the fourth quarter. Centennial Wealth Advisory LLC now owns 25,044 shares of the company’s stock valued at $1,471,000 after purchasing an additional 218 shares during the period. Evanson Asset Management LLC grew its holdings in Avantis U.S. Small Cap Equity ETF by 1.4% during the fourth quarter. Evanson Asset Management LLC now owns 17,653 shares of the company’s stock valued at $1,037,000 after purchasing an additional 252 shares during the period. Clune & Associates LTD. grew its holdings in Avantis U.S. Small Cap Equity ETF by 1.8% during the fourth quarter. Clune & Associates LTD. now owns 15,391 shares of the company’s stock valued at $904,000 after purchasing an additional 269 shares during the period. Finally, Rothschild Investment LLC increased its stake in Avantis U.S. Small Cap Equity ETF by 576.9% in the fourth quarter. Rothschild Investment LLC now owns 440 shares of the company’s stock valued at $26,000 after purchasing an additional 375 shares in the last quarter.

Avantis U.S. Small Cap Equity ETF Stock Performance

AVSC opened at $72.31 on Tuesday. The firm’s fifty day moving average is $69.89 and its two-hundred day moving average is $65.68. The firm has a market cap of $3.00 billion, a PE ratio of 14.03 and a beta of 1.02. Avantis U.S. Small Cap Equity ETF has a twelve month low of $50.78 and a twelve month high of $73.99.

Avantis U.S. Small Cap Equity ETF Company 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.