Avantis U.S. Equity ETF $AVUS Shares Sold by Annex Advisory Services LLC

Annex Advisory Services LLC trimmed its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 5.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,464,437 shares of the company’s stock after selling 155,267 shares during the quarter. Avantis U.S. Equity ETF accounts for approximately 5.3% of Annex Advisory Services LLC’s portfolio, making the stock its 2nd biggest position. Annex Advisory Services LLC owned about 2.59% of Avantis U.S. Equity ETF worth $275,475,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AVUS. EverSource Wealth Advisors LLC increased its position in shares of 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 purchasing an additional 208 shares during the last quarter. Parkside Financial Bank & Trust grew its position in Avantis U.S. Equity ETF by 151.0% in the 3rd quarter. Parkside Financial Bank & Trust now owns 394 shares of the company’s stock valued at $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 in the 3rd quarter valued at about $51,000. Assetmark Inc. grew its position in Avantis U.S. Equity ETF by 116.0% in the 3rd quarter. Assetmark Inc. now owns 579 shares of the company’s stock valued at $63,000 after acquiring an additional 311 shares in the last quarter. Finally, Asset Dedication LLC grew its position in Avantis U.S. Equity ETF by 67.7% in the 2nd quarter. Asset Dedication LLC now owns 845 shares of the company’s stock valued at $85,000 after acquiring an additional 341 shares in the last quarter.

Avantis U.S. Equity ETF Price Performance

NYSEARCA AVUS opened at $118.32 on Wednesday. The company has a market cap of $11.68 billion, a P/E ratio of 20.35 and a beta of 1.00. The stock has a 50-day moving average of $114.33 and a two-hundred day moving average of $112.41. Avantis U.S. Equity ETF has a 1-year low of $83.67 and a 1-year high of $118.35.

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.