Avantis U.S. Equity ETF $AVUS Stock Position Raised by Financial Plan Inc.

Financial Plan Inc. raised its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 4.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,393,958 shares of the company’s stock after purchasing an additional 58,317 shares during the period. Avantis U.S. Equity ETF comprises approximately 16.6% of Financial Plan Inc.’s holdings, making the stock its largest holding. Financial Plan Inc. owned about 1.40% of Avantis U.S. Equity ETF worth $154,980,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in AVUS. Godfrey Financial Associates Inc. acquired a new stake in Avantis U.S. Equity ETF in the fourth quarter valued at $29,000. Brown Brothers Harriman & Co. acquired a new position in Avantis U.S. Equity ETF during the 4th quarter worth $29,000. Monetary Solutions Ltd acquired a new position in Avantis U.S. Equity ETF during the 4th quarter worth $39,000. Federation des caisses Desjardins du Quebec bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter worth about $39,000. Finally, EverSource Wealth Advisors LLC increased its position in shares of Avantis U.S. Equity ETF by 138.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock worth $36,000 after purchasing an additional 208 shares during the last quarter.

Avantis U.S. Equity ETF Stock Performance

Shares of Avantis U.S. Equity ETF stock opened at $127.09 on Friday. Avantis U.S. Equity ETF has a 1 year low of $100.71 and a 1 year high of $128.86. The firm’s 50-day simple moving average is $125.42 and its 200-day simple moving average is $118.31. The firm has a market cap of $13.64 billion, a PE ratio of 20.35 and a beta of 0.99.

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.