Oak Wealth Advisors LLC Has $21.62 Million Stock Position in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Oak Wealth Advisors LLC lifted its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 18.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 234,041 shares of the company’s stock after purchasing an additional 36,839 shares during the period. Avantis U.S. Equity ETF comprises about 16.0% of Oak Wealth Advisors LLC’s investment portfolio, making the stock its largest position. Oak Wealth Advisors LLC owned 0.28% of Avantis U.S. Equity ETF worth $21,621,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC grew its position in shares of Avantis U.S. Equity ETF by 6.3% during the 4th quarter. Smartleaf Asset Management LLC now owns 2,324 shares of the company’s stock worth $226,000 after buying an additional 138 shares in the last quarter. AGH Wealth Advisors LLC boosted its stake in shares of Avantis U.S. Equity ETF by 1.2% during the first quarter. AGH Wealth Advisors LLC now owns 12,055 shares of the company’s stock valued at $1,114,000 after purchasing an additional 139 shares in the last quarter. Janney Montgomery Scott LLC increased its holdings in Avantis U.S. Equity ETF by 2.8% during the first quarter. Janney Montgomery Scott LLC now owns 5,412 shares of the company’s stock valued at $500,000 after buying an additional 146 shares during the period. EverSource Wealth Advisors LLC raised its stake in Avantis U.S. Equity ETF by 11.3% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,515 shares of the company’s stock worth $147,000 after buying an additional 154 shares in the last quarter. Finally, Geometric Wealth Advisors lifted its holdings in Avantis U.S. Equity ETF by 0.4% during the fourth quarter. Geometric Wealth Advisors now owns 51,459 shares of the company’s stock worth $4,988,000 after buying an additional 180 shares during the period.

Avantis U.S. Equity ETF Trading Down 0.2%

Shares of NYSEARCA AVUS opened at $98.86 on Thursday. The stock has a market capitalization of $8.54 billion, a PE ratio of 20.35 and a beta of 1.02. Avantis U.S. Equity ETF has a 12-month low of $79.20 and a 12-month high of $102.23. The stock’s fifty day simple moving average is $94.75 and its two-hundred day simple moving average is $95.71.

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.