Avantis U.S. Mid Cap Value ETF $AVMV Shares Bought by Evensky & Katz LLC

Evensky & Katz LLC grew its holdings in Avantis U.S. Mid Cap Value ETF (NYSEARCA:AVMV) by 38.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 696,843 shares of the company’s stock after buying an additional 195,276 shares during the quarter. Avantis U.S. Mid Cap Value ETF accounts for 2.8% of Evensky & Katz LLC’s investment portfolio, making the stock its 13th largest position. Evensky & Katz LLC owned about 17.42% of Avantis U.S. Mid Cap Value ETF worth $48,005,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in AVMV. Cloud Capital Management LLC purchased a new position in shares of Avantis U.S. Mid Cap Value ETF during the 3rd quarter valued at approximately $80,000. First National Bank Sioux Falls raised its position in Avantis U.S. Mid Cap Value ETF by 19.8% during the third quarter. First National Bank Sioux Falls now owns 27,486 shares of the company’s stock worth $1,893,000 after acquiring an additional 4,552 shares during the period. Farther Finance Advisors LLC raised its position in Avantis U.S. Mid Cap Value ETF by 55.7% during the third quarter. Farther Finance Advisors LLC now owns 47,124 shares of the company’s stock worth $3,246,000 after acquiring an additional 16,852 shares during the period. Finally, Team Financial Group LLC lifted its holdings in Avantis U.S. Mid Cap Value ETF by 2.2% during the third quarter. Team Financial Group LLC now owns 86,068 shares of the company’s stock valued at $5,929,000 after purchasing an additional 1,857 shares in the last quarter.

Avantis U.S. Mid Cap Value ETF Stock Down 1.7%

AVMV stock opened at $74.31 on Monday. Avantis U.S. Mid Cap Value ETF has a 52 week low of $52.42 and a 52 week high of $78.73. The firm has a 50-day simple moving average of $75.39 and a 200-day simple moving average of $71.43. The stock has a market capitalization of $423.57 million, a P/E ratio of 14.42 and a beta of 1.28.

Avantis U.S. Mid Cap Value ETF Company Profile

The Avantis U.S. Mid Cap Value ETF (AVMV) is an exchange-traded fund that mostly invests in mid cap equity. The fund seeks long-term capital appreciation through an actively managed portfolio of US mid-cap value companies selected based on fundamental criteria. AVMV was launched on Nov 7, 2023 and is issued by American Century Investments.