EverSource Wealth Advisors LLC Has $2.07 Million Holdings in Avantis U.S. Small Cap Value ETF $AVUV

EverSource Wealth Advisors LLC cut its position in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 41.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,800 shares of the company’s stock after selling 14,915 shares during the period. EverSource Wealth Advisors LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $2,070,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. JPMorgan Chase & Co. raised its position in Avantis U.S. Small Cap Value ETF by 22.9% during the third quarter. JPMorgan Chase & Co. now owns 455,750 shares of the company’s stock valued at $45,361,000 after acquiring an additional 85,028 shares in the last quarter. Farther Finance Advisors LLC increased its stake in shares of Avantis U.S. Small Cap Value ETF by 216.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 333,576 shares of the company’s stock worth $33,201,000 after purchasing an additional 228,273 shares during the last quarter. Creative Capital Management Investments LLC raised its holdings in shares of Avantis U.S. Small Cap Value ETF by 1.5% during the 3rd quarter. Creative Capital Management Investments LLC now owns 291,631 shares of the company’s stock valued at $29,026,000 after purchasing an additional 4,427 shares in the last quarter. Bare Financial Services Inc lifted its stake in shares of Avantis U.S. Small Cap Value ETF by 13.3% in the 2nd quarter. Bare Financial Services Inc now owns 270,697 shares of the company’s stock valued at $24,660,000 after purchasing an additional 31,835 shares during the last quarter. Finally, Venturi Wealth Management LLC lifted its stake in shares of Avantis U.S. Small Cap Value ETF by 83.7% in the 3rd quarter. Venturi Wealth Management LLC now owns 268,228 shares of the company’s stock valued at $26,697,000 after purchasing an additional 122,189 shares during the last quarter.

Avantis U.S. Small Cap Value ETF Stock Performance

Shares of NYSEARCA AVUV opened at $113.89 on Wednesday. The business’s 50-day simple moving average is $108.80 and its 200-day simple moving average is $102.61. Avantis U.S. Small Cap Value ETF has a 52 week low of $74.00 and a 52 week high of $116.56. The firm has a market cap of $23.06 billion, a price-to-earnings ratio of 11.26 and a beta of 1.09.

Avantis U.S. Small Cap Value ETF Profile

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.