Lionshead Wealth Management LLC Takes Position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

Lionshead Wealth Management LLC acquired a new stake in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,930 shares of the company’s stock, valued at approximately $214,000.

Several other institutional investors have also modified their holdings of AVSC. Mercer Global Advisors Inc. ADV bought a new stake in shares of Avantis U.S. Small Cap Equity ETF in the 4th quarter valued at approximately $624,284,000. Wealth Management Nebraska bought a new stake in shares of Avantis U.S. Small Cap Equity ETF during the 4th quarter worth approximately $28,807,000. Envestnet Asset Management Inc. lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 3.0% during the 4th quarter. Envestnet Asset Management Inc. now owns 12,321,560 shares of the company’s stock worth $669,800,000 after acquiring an additional 358,936 shares during the last quarter. PrairieView Partners LLC lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 420.5% during the 4th quarter. PrairieView Partners LLC now owns 426,111 shares of the company’s stock worth $23,163,000 after acquiring an additional 344,238 shares during the last quarter. Finally, Northwest Wealth Management LLC lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 2,027.0% during the 4th quarter. Northwest Wealth Management LLC now owns 89,038 shares of the company’s stock worth $4,840,000 after acquiring an additional 84,852 shares during the last quarter.

Avantis U.S. Small Cap Equity ETF Stock Performance

Shares of AVSC stock opened at $48.46 on Monday. Avantis U.S. Small Cap Equity ETF has a 52-week low of $41.58 and a 52-week high of $60.28. The firm has a market capitalization of $1.45 billion, a P/E ratio of 13.89 and a beta of 1.10. The stock has a 50 day moving average price of $47.11 and a 200 day moving average price of $52.61.

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.