Forum Financial Management LP Raises Stock Holdings in Avantis U.S. Equity ETF $AVUS

Forum Financial Management LP boosted its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 76.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 44,116 shares of the company’s stock after acquiring an additional 19,149 shares during the quarter. Forum Financial Management LP owned 0.05% of Avantis U.S. Equity ETF worth $4,448,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Caliber Wealth Management LLC KS boosted its stake in shares of Avantis U.S. Equity ETF by 14.2% during the second quarter. Caliber Wealth Management LLC KS now owns 460,285 shares of the company’s stock valued at $46,406,000 after purchasing an additional 57,359 shares during the period. Divergent Planning LLC lifted its holdings in Avantis U.S. Equity ETF by 5.2% during the 2nd quarter. Divergent Planning LLC now owns 230,313 shares of the company’s stock valued at $23,308,000 after buying an additional 11,461 shares in the last quarter. Clune & Associates LTD. purchased a new position in shares of Avantis U.S. Equity ETF during the second quarter worth approximately $210,000. Canvas Wealth Advisors LLC raised its position in Avantis U.S. Equity ETF by 0.9% during the 2nd quarter. Canvas Wealth Advisors LLC now owns 36,862 shares of the company’s stock valued at $3,839,000 after purchasing an additional 313 shares in the last quarter. Finally, Financial Symmetry Inc grew its position in shares of Avantis U.S. Equity ETF by 47.3% during the 2nd quarter. Financial Symmetry Inc now owns 77,218 shares of the company’s stock worth $7,785,000 after buying an additional 24,791 shares in the last quarter.

Avantis U.S. Equity ETF Price Performance

AVUS stock opened at $108.40 on Thursday. The business has a 50-day moving average price of $107.36 and a 200 day moving average price of $100.39. The company has a market capitalization of $9.79 billion, a P/E ratio of 20.35 and a beta of 1.05. Avantis U.S. Equity ETF has a 1-year low of $79.20 and a 1-year high of $109.75.

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.