BSW Wealth Partners Sells 19,346 Shares of Avantis U.S. Equity ETF $AVUS

BSW Wealth Partners lessened its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 5.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 363,168 shares of the company’s stock after selling 19,346 shares during the period. Avantis U.S. Equity ETF makes up 4.9% of BSW Wealth Partners’ investment portfolio, making the stock its 3rd largest position. BSW Wealth Partners owned 0.38% of Avantis U.S. Equity ETF worth $40,595,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of AVUS. EverSource Wealth Advisors LLC lifted 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 worth $36,000 after acquiring an additional 208 shares in the last quarter. Parkside Financial Bank & Trust lifted its stake in Avantis U.S. Equity ETF by 151.0% during the 3rd quarter. Parkside Financial Bank & Trust now owns 394 shares of the company’s stock worth $43,000 after acquiring an additional 237 shares in the last quarter. Trust Co. of Vermont acquired a new position in Avantis U.S. Equity ETF during the 3rd quarter worth about $51,000. Assetmark Inc. lifted its stake in Avantis U.S. Equity ETF by 116.0% during the 3rd quarter. Assetmark Inc. now owns 579 shares of the company’s stock worth $63,000 after acquiring an additional 311 shares in the last quarter. Finally, Asset Dedication LLC lifted its stake in Avantis U.S. Equity ETF by 67.7% during the 2nd quarter. Asset Dedication LLC now owns 845 shares of the company’s stock worth $85,000 after acquiring an additional 341 shares in the last quarter.

Avantis U.S. Equity ETF Trading Up 0.9%

AVUS opened at $117.17 on Tuesday. The stock’s 50-day moving average price is $114.29 and its 200 day moving average price is $112.34. Avantis U.S. Equity ETF has a 12-month low of $83.67 and a 12-month high of $118.27. The firm has a market cap of $11.56 billion, a price-to-earnings ratio of 20.35 and a beta of 1.00.

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.