Trailhead Planners LLC Buys New Holdings in Avantis U.S. Equity ETF $AVUS

Trailhead Planners LLC bought a new stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 15,755 shares of the company’s stock, valued at approximately $1,761,000. Avantis U.S. Equity ETF accounts for approximately 1.7% of Trailhead Planners LLC’s investment portfolio, making the stock its 19th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AVUS. Brighton Jones LLC bought a new stake in Avantis U.S. Equity ETF during the 4th quarter valued at approximately $670,000. EverSource Wealth Advisors LLC raised its stake in Avantis U.S. Equity ETF by 138.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after purchasing an additional 208 shares during the period. First Trust Advisors LP increased its stake in Avantis U.S. Equity ETF by 140.4% in the 2nd quarter. First Trust Advisors LP now owns 15,448 shares of the company’s stock worth $1,557,000 after acquiring an additional 9,022 shares during the last quarter. Qube Research & Technologies Ltd increased its stake in Avantis U.S. Equity ETF by 17.6% in the 2nd quarter. Qube Research & Technologies Ltd now owns 964 shares of the company’s stock worth $97,000 after acquiring an additional 144 shares during the last quarter. Finally, Quantinno Capital Management LP bought a new stake in Avantis U.S. Equity ETF in the 2nd quarter worth approximately $1,901,000.

Avantis U.S. Equity ETF Price Performance

NYSEARCA:AVUS opened at $125.93 on Friday. Avantis U.S. Equity ETF has a 1 year low of $97.00 and a 1 year high of $128.62. The stock’s 50 day simple moving average is $122.14 and its two-hundred day simple moving average is $116.66. The company has a market cap of $12.58 billion, a price-to-earnings ratio of 20.35 and a beta of 0.99.

Avantis U.S. Equity ETF Profile

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.