Avantis U.S. Equity ETF $AVUS is Caliber Wealth Management LLC KS’s 2nd Largest Position

Caliber Wealth Management LLC KS raised its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 7.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 605,425 shares of the company’s stock after purchasing an additional 39,565 shares during the quarter. Avantis U.S. Equity ETF accounts for 7.4% of Caliber Wealth Management LLC KS’s investment portfolio, making the stock its 2nd biggest holding. Caliber Wealth Management LLC KS owned about 0.61% of Avantis U.S. Equity ETF worth $67,311,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of AVUS. Align Financial LLC purchased a new stake in shares of Avantis U.S. Equity ETF during the fourth quarter worth approximately $4,024,752,000. HB Wealth Management LLC grew its position in Avantis U.S. Equity ETF by 10.2% in the 4th quarter. HB Wealth Management LLC now owns 5,248,830 shares of the company’s stock valued at $586,714,000 after buying an additional 486,787 shares during the last quarter. Maseco LLP purchased a new position in Avantis U.S. Equity ETF in the 1st quarter valued at $259,864,000. Focus Partners Wealth increased its stake in Avantis U.S. Equity ETF by 2.7% in the 4th quarter. Focus Partners Wealth now owns 1,979,602 shares of the company’s stock valued at $221,280,000 after buying an additional 52,018 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its stake in Avantis U.S. Equity ETF by 145.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,750,845 shares of the company’s stock valued at $195,709,000 after buying an additional 1,036,918 shares during the period.

Avantis U.S. Equity ETF Stock Performance

Shares of Avantis U.S. Equity ETF stock opened at $127.30 on Tuesday. Avantis U.S. Equity ETF has a one year low of $100.41 and a one year high of $128.86. The company has a market cap of $12.72 billion, a P/E ratio of 20.35 and a beta of 0.99. The firm has a fifty day moving average of $124.98 and a two-hundred day moving average of $118.00.

Avantis U.S. Equity ETF Company 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.