Evensky & Katz LLC Has $111.30 Million Stake in Avantis U.S. Small Cap Value ETF $AVUV

Evensky & Katz LLC grew its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 20.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,221,718 shares of the company’s stock after purchasing an additional 210,566 shares during the period. Avantis U.S. Small Cap Value ETF makes up 6.8% of Evensky & Katz LLC’s investment portfolio, making the stock its 5th largest holding. Evensky & Katz LLC owned approximately 0.69% of Avantis U.S. Small Cap Value ETF worth $111,298,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. GAMMA Investing LLC lifted its holdings in Avantis U.S. Small Cap Value ETF by 8,617.1% in the first quarter. GAMMA Investing LLC now owns 9,153 shares of the company’s stock worth $798,000 after buying an additional 9,048 shares during the period. Golden State Wealth Management LLC bought a new position in shares of Avantis U.S. Small Cap Value ETF in the 1st quarter worth approximately $31,000. Parallel Advisors LLC lifted its stake in shares of Avantis U.S. Small Cap Value ETF by 42.0% in the 2nd quarter. Parallel Advisors LLC now owns 5,235 shares of the company’s stock valued at $477,000 after purchasing an additional 1,549 shares during the period. NBC Securities Inc. purchased a new position in shares of Avantis U.S. Small Cap Value ETF in the 1st quarter valued at approximately $28,000. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Avantis U.S. Small Cap Value ETF by 27.7% during the first quarter. EverSource Wealth Advisors LLC now owns 23,859 shares of the company’s stock valued at $2,080,000 after purchasing an additional 5,176 shares in the last quarter.

Avantis U.S. Small Cap Value ETF Trading Up 0.8%

AVUV opened at $100.66 on Monday. The company has a market cap of $18.83 billion, a price-to-earnings ratio of 11.26 and a beta of 1.28. The stock has a fifty day simple moving average of $97.80 and a two-hundred day simple moving average of $91.36. Avantis U.S. Small Cap Value ETF has a 12-month low of $74.00 and a 12-month high of $107.64.

Avantis U.S. Small Cap Value ETF Profile

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.