Evanson Financial LLC Takes $1.60 Million Position in Avantis U.S. Small Cap Equity ETF $AVSC

Evanson Financial LLC bought a new stake in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 21,813 shares of the company’s stock, valued at approximately $1,600,000. Evanson Financial LLC owned 0.05% of Avantis U.S. Small Cap Equity ETF at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Rothschild Investment LLC increased its holdings in shares of 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 during the period. EverSource Wealth Advisors LLC lifted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 100.0% during the first quarter. EverSource Wealth Advisors LLC now owns 672 shares of the company’s stock worth $42,000 after purchasing an additional 336 shares during the period. Evolution Wealth Management Inc. boosted its position in Avantis U.S. Small Cap Equity ETF by 122.5% in the fourth quarter. Evolution Wealth Management Inc. now owns 839 shares of the company’s stock valued at $49,000 after buying an additional 462 shares during the last quarter. Brown Brothers Harriman & Co. purchased a new stake in Avantis U.S. Small Cap Equity ETF in the fourth quarter valued at approximately $50,000. Finally, MCF Advisors LLC acquired a new position in Avantis U.S. Small Cap Equity ETF in the 4th quarter worth approximately $74,000.

Avantis U.S. Small Cap Equity ETF Trading Down 0.6%

AVSC opened at $73.82 on Friday. Avantis U.S. Small Cap Equity ETF has a 12-month low of $52.36 and a 12-month high of $75.15. The firm has a market capitalization of $3.10 billion, a PE ratio of 14.03 and a beta of 1.02. The firm has a 50 day moving average of $71.73 and a two-hundred day moving average of $67.24.

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.